AUMdb

Eaton 401(k) Profit Sharing Plan

Sponsored by Eaton Metal Products Company, Llc · EIN 840194410 · Plan #004

Total assets
$15.5M
Net assets
$15.5M
Active participants
166
With balances
129

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Founders Financial Securities, Llc CRD 137945 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Founders Financial Sec Llc Investment advisory (plan), Direct payment from the plan $67,946
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $26,473
Plante Moran Pllc Accounting, Investment advisory (plan), Direct payment from the plan $20,847