Plan Snapshot
- Plan Sponsor: The Eastern Company Frazer & Jones Division
- Sponsor EIN: 060330020
- Sponsor Address: 3 ENTERPRISE DRIVE, SHELTON, CT, 06484
- Plan Type: DB
- Total Participants: 0
- Total Assets: $7.4M
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 | 0 | $7.4M | $45,822 | $0 |
| 2023 | 0 | $7.8M | $0 | $0 |
| 2022 | 0 | $7.6M | $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 | NONE | $33,445 | — | $33,445 |
| USI CONSULTING GROUP, INC. | NONE | $24,596 | — | $24,596 |
| LAMCO ADVISORY SERVICES | NONE | $8,275 | — | $8,275 |
| FIONDELL, MILONE, & LASACACINA | 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: $66,316
- Estimated Expense Ratio: 0.901% 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 | $116,613 | $39,311 | — | — | — |
| 2023 | $148,730 | $46,724 | — | — | — |
| 2022 | $130,683 | $59,789 | — | — | $21,278 |