Eaton Vance Trust Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eaton Vance Trust Company
  • Sponsor EIN: 306442278
  • Sponsor Address: C/O PWC-MSIM TAX, 12TH FLOOR, CHICAGO, IL, 60606
  • Plan Type: 401(k)
  • Plan Number: 005
  • Total Participants: 0
  • Total Assets: $270.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$270.8M$0$0
20230$259.4M$0$0
20220$283.7M$0$0

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