Plan Snapshot
- Plan Sponsor: The Eastern Company Eberhard Division
- Sponsor EIN: 060330020
- Sponsor Address: 3 ENTERPRISE DRIVE, SHELTON, CT, 06484
- Plan Type: DB
- Total Participants: 57
- Total Assets: $11.4M
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 | 57 | $11.4M | $638,228 | $0 |
| 2023 | 69 | $11.5M | $693,936 | $0 |
| 2022 | 71 | $10.7M | $426,232 | $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 | NONE | $48,228 | — | $48,228 |
| USI CONSULTING GROUP, INC. | NONE | $31,933 | — | $31,933 |
| LAMCO ADVISORY SERVICES | NONE | $12,302 | — | $12,302 |
| FIONDELLA, MILONE, AND LASARACINA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,463
- Estimated Expense Ratio: 0.813% 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 | $264,029 | $58,120 | — | — | — |
| 2023 | $269,277 | $73,335 | — | — | — |
| 2022 | $288,063 | $95,922 | — | — | $35,733 |