# Eastport Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/eastport-holdings-llc-401k-plan

> Eastport Holdings, LLC's 401(k) plan: 468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eastport Holdings, LLC

- **Sponsor EIN:** 262242731

- **Sponsor Address:** 813 RIDGE LAKE BLVD, MEMPHIS, TN, 38120

- **Plan Type:** 401(k)

- **Total Participants:** 468

- **Total Assets:** $69.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|468|$69.5M|$1.3M|$4.3M|

| 2023|690|$77.9M|$1.6M|$5.2M|

| 2022|755|$63.6M|$1.6M|$4.9M|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$75,000|—|$75,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$35,896|—|$35,896|

| STRATEGIC ADVISORS, INC.|ADVISOR|$19,618|—|$19,618|

| DULIN, WARD & DEWALD, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DULIN, WARD & DEWALD, INC.](https://planprovider.pro/provider/dulin-ward-and-dewald-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $130,514

- **Estimated Expense Ratio:** 0.188% 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|$130,514|$94,618|$300|—|—|

| 2023|$149,947|$85,123|—|$16,000|—|

| 2022|$149,192|$5,855|—|—|—|

## Similar Plans

- [Ensafe INC.](https://planprovider.pro/companies/ensafe-inc-401k-plan) — 393 participants

- [The Tombras Group](https://planprovider.pro/companies/the-tombras-group-401k-plan) — 364 participants

- [Endeavor Business Media, INC.](https://planprovider.pro/companies/endeavor-business-media-inc-401k-plan) — 669 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eastport-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro