# Eaton Corporation 401(k) Plan
Source: https://planprovider.pro/companies/eaton-corporation-476268243-001

> Eaton Corporation's 401(k) plan: 0 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:** 476268243

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $2.6B

## 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|$2.6B|$0|$0|

| 2023|0|$2.7B|$0|$0|

| 2022|0|$2.7B|$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|

| PACIFIC INVESTMENT MANAGEMENT|Other Service Provider|$667,334|—|$667,334|

| STANDISH MELLON ASSET|Other Service Provider|$511,743|—|$511,743|

| BANK OF NEW YORK MELLON|Other Service Provider|$463,310|—|$463,310|

| LOOMIS SAYLES & COMPANY LP|Other Service Provider|$427,756|—|$427,756|

| IR+M COLLECTIVE INVESTMENT|Other Service Provider|$422,261|—|$422,261|

| ALBOURNE CONSULTING|Other Service Provider|$409,600|—|$409,600|

| CENTERSQUARE INVESTMENT|Other Service Provider|$404,487|—|$404,487|

| UBS GLOBAL ASSET MANAGEMENT|Investment Advisor|$376,760|—|$376,760|

| NISA INVESTMENT ADVISORS|Other Service Provider|$317,799|—|$317,799|

| WELLINGTON TRUST COMPANY|Other Service Provider|$227,354|—|$227,354|

| NEPC, LLC|Recordkeeper|$200,000|—|$200,000|

| MELLON CAPITAL MANAGEMENT CORP|Other Service Provider|$57,493|—|$57,493|

| BLACKROCK INST TRUST COMPANY|Other Service Provider|$43,075|—|$43,075|

| STATE STREET BANK AND TRUST CO|Investment Advisor|$39,743|—|$39,743|

| KATTEN MUCHIN ROSENMAN LLP|Other Service Provider|$9,063|—|$9,063|

### Verified Provider Profiles

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

- [UBS GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

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

- [STATE STREET BANK AND TRUST CO](https://planprovider.pro/provider/russell-investments) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,577,778

- **Estimated Expense Ratio:** 0.178% 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|$6,028,247|$5,427,460|—|—|—|

| 2023|$8,209,833|$6,323,516|—|—|—|

| 2022|$8,155,670|$8,155,670|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eaton-corporation-476268243-001)

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