Plan Snapshot
- Plan Sponsor: Eaton Intelligent Power Limited
- Sponsor EIN: 981098668
- Sponsor Address: 601 TRAVIS STREET SUITE 1850, HOUSTON, TX, 770021372
- Plan Type: DB
- Total Participants: 1,590
- Total Assets: $104.2M
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 | 1,590 | $104.2M | $4.7M | $0 |
| 2023 | 1,525 | $97.6M | $3.5M | $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 |
|---|---|---|---|---|
| OCTOBER THREE LLC | Other Service Provider | $221,697 | — | $221,697 |
| FIDELITY MANAGEMENT TRUST COMPANY | Other Service Provider | $97,640 | — | $97,640 |
| WILLIS TOWER WATSON | Other Service Provider | $88,728 | — | $88,728 |
| MEADEN & MOORE LTD | Other Service Provider | $15,700 | — | $15,700 |
| EATON CORPORATION | PLAN SPONSOR | $9,393 | — | $9,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWER WATSON — Other Service Provider
- MEADEN & 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: $433,158
- Estimated Expense Ratio: 0.416% 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 | $433,158 | — | $319,337 | $15,700 | — |
| 2023 | $311,683 | — | $281,926 | $14,800 | — |