# Eaton Corporation DB Plan
Source: https://planprovider.pro/companies/eaton-corporation-plan-029

> Eaton Corporation's DB plan: 7,799 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:** DB

- **Total Participants:** 7,799

- **Total Assets:** $2.4B

## 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|7,799|$2.4B|$0|$260,081|

| 2023|8,410|$2.6B|$0|$281,585|

| 2022|8,916|$2.6B|$0|$275,463|

## 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 MANAGEMENT TRUST COMPANY|Other Service Provider|$2,705,426|—|$2,705,426|

| EATON CORPORATION|PLAN SPONSOR|$532,191|—|$532,191|

| BUCK GLOBAL, LLC|Other Service Provider|$149,945|—|$149,945|

| TRANSAMERICA RETIREMENT SOLUTIONS|Other Service Provider|$57,800|—|$57,800|

| BURKE GROUP|Other Service Provider|$28,359|—|$28,359|

| WILLIS TOWERS WATSON|Other Service Provider|$22,000|—|$22,000|

| MEADEN & MOORE, LTD|Other Service Provider|$21,450|—|$21,450|

| COMPASS ONE|Other Service Provider|$8,160|—|$8,160|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Other Service Provider

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Other Service Provider

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,525,331

- **Estimated Expense Ratio:** 0.144% 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|$16,243,545|—|$2,799,745|$21,450|—|

| 2023|$17,828,635|—|$2,936,176|$27,650|—|

| 2022|$8,345,661|—|$3,047,761|—|$816,500|

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