Plan Snapshot
- Plan Sponsor: Eastman Chemical Company
- Sponsor EIN: 621539359
- Sponsor Address: P.O. BOX 431, KINGSPORT, TN, 376621975
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.4B | $0 | $0 |
| 2022 | 0 | $1.4B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS OPERATIONS | Recordkeeper | $762,406 | — | $762,406 |
| FIDUCIARY TRUST INT'L OF SOUTH | Other Service Provider | $648,785 | — | $648,785 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $363,178 | — | $363,178 |
| WELLINGTON TRUST COMPANY | Investment Advisor | $361,118 | — | $361,118 |
| WILLIS TOWERS WATSON | Actuary | $276,319 | — | $276,319 |
| BLACKROCK | Investment Advisor | $201,383 | — | $201,383 |
| NEWTON INVESTMENT MGMT LTD | Investment Advisor | $189,887 | — | $189,887 |
| MERCER | Investment Advisor | $175,219 | — | $175,219 |
| PGIM, INC | Investment Advisor | $170,816 | — | $170,816 |
| KROLL ASSOCIATES INC. | Other Service Provider | $121,040 | — | $121,040 |
| MCGUIRE WOODS, LLP | Investment Advisor | $114,242 | — | $114,242 |
| COLCHESTER GLOBAL INVESTORS LIMITED | Investment Advisor | $98,546 | — | $98,546 |
| ARMANINO, LLP | Other Service Provider | $71,348 | — | $71,348 |
| MITCHELL & TITUS, LLP | Auditor | $55,988 | — | $55,988 |
| REFINITIV US LLC | Other Service Provider | $11,328 | — | $11,328 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS OPERATIONS — Recordkeeper
- WILLIS TOWERS WATSON — Actuary
- MERCER — Investment Advisor
- PGIM, INC — Investment Advisor
- MCGUIRE WOODS, LLP — Investment Advisor
- MITCHELL & TITUS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,621,603
- Estimated Expense Ratio: 0.285% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,923,347 | $1,316,839 | — | — | — |
| 2023 | $12,218,143 | $12,218,143 | — | — | — |
| 2022 | $8,044,518 | — | — | — | — |