AUMdb

Eaton Personal Investment Plan

Sponsored by Eaton Corporation · EIN 340196300 · Plan #162

Total assets
$225M
Net assets
$225M
Active participants
3,435
With balances
3,641

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Inst Op Co Participant loan processing, Recordkeeping fees, Account maintenance fees $91,221