# Eaton Corporation 401(k) Plan
Source: https://planprovider.pro/companies/eaton-corporation-401k-plan-055

> Eaton Corporation's 401(k) plan: 25,714 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eaton Corporation

- **Sponsor EIN:** 340196300

- **Sponsor Address:** 1000 EATON BOULEVARD, CLEVELAND, OH, 44122

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

- **Total Participants:** 25,714

- **Total Assets:** $8.4B

## 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|25,714|$8.4B|$173.4M|$222.2M|

| 2023|24,055|$7.3B|$160.1M|$205.4M|

| 2022|22,975|$6.1B|$146.3M|$185.3M|

| 2020|24,443|$6.7B|$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 INST OP CO|RECORDKEEPER|$491,542|—|$491,542|

| NEPC LLC|CONSULTANT|$146,031|—|$146,031|

| EATON CORPORATION|PLAN SPONSOR|$72,336|—|$72,336|

| MEADEN & MOORE, LTD.|AUDITOR|$21,700|—|$21,700|

### Verified Provider Profiles

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

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

- [NEPC LLC](https://planprovider.pro/provider/milliman) — CONSULTANT

- [MEADEN & MOORE, LTD.](https://planprovider.pro/provider/meaden-and-moore-ltd) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $731,609

- **Estimated Expense Ratio:** 0.009% 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|$731,609|$146,031|—|$21,700|—|

| 2023|$879,644|$145,694|—|$42,300|—|

| 2022|$1,123,802|—|—|—|—|

| 2020|$1,056,474|—|—|—|—|

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