# The Eastern Company DB Plan
Source: https://planprovider.pro/companies/the-eastern-company-060330020-001

> The Eastern Company's DB plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Eastern Company

- **Sponsor EIN:** 060330020

- **Sponsor Address:** 3 ENTERPRISE DRIVE, SHELTON, CT, 06484

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 38

- **Total Assets:** $37.7M

## 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|38|$37.7M|$1.7M|$0|

| 2023|40|$39.6M|$1.6M|$0|

| 2022|43|$38.8M|$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|

| RUSSELL TRUST COMPANY|Investment Advisor|$109,606|—|$109,606|

| USI CONSULTING GROUP, INC.|Other Service Provider|$37,260|—|$37,260|

| ADVUS FINANCIAL PARTNERS, LLC|Other Service Provider|$36,867|—|$36,867|

### Verified Provider Profiles

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

- [RUSSELL TRUST COMPANY](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:** $183,733

- **Estimated Expense Ratio:** 0.487% 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|$568,487|$48,960|—|—|—|

| 2023|$564,252|$167,827|—|—|—|

| 2022|$613,037|$190,357|—|—|$74,905|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-eastern-company-060330020-001)

© 2026 PlanProvider.Pro