Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Eaton Vance
Eaton Vance
- Service provider, as named on Schedule C
- EIN 042718215
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$113,993,276
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 12 |
| 59 | Shareholder servicing fees | 12 |
| 52 | Investment management fees paid indirectly by plan | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Rose Companies Employer 401(k) Plan | Rose Companies Employer | $36,058,752 | 305 | $0 |
| Epsilyte Holdings LLC 401(k) Plan | Epsilyte Holdings | $14,320,753 | 169 | $0 |
| Endotronix, Inc. 401(k) Plan | Endotronix | $9,074,145 | 152 | $0 |
| Fiducial 401(k) Retirement Savings Plan | Fiducial | $8,875,942 | 104 | $0 |
| CTI III LLC 401(k) Profit Sharing Plan and Trustrecordkeeper | CTI III | $8,332,823 | 117 | $0 |
| The Miller-clapperton Partnership, Inc. 401(k) Retirement Plan | Miller-clapperton Partnership | $7,719,908 | 131 | $0 |
| United Vein & Vascular Centers 401(k) Plan | UVC Management LLC DBA United Vein & Vascular Centers | $7,463,495 | 524 | $0 |
| PCI Group, Inc. 401(k) Plan | PCI Group | $7,207,803 | 199 | $0 |
| AVD 401(k) Plan | AV Delaware Holdings | $5,682,856 | 84 | $0 |
| Apex Retirement Savings Plan | Schubemo Holdings | $5,247,136 | 138 | $0 |
| Inspire Communities, LLC 401(k) Plan | Inspire Communities | $4,001,744 | 127 | $0 |
| Orchard Therapeutics 401(k) Plan | Orchard Therapeutics North America | $7,919 | 0 | $0 |
| Tyto Athene LLC 401(k) Plan | Tyto Athene | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.