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Original filing (PDF)20250813131206NAL0009089585001
EASTERN BEARINGS, INC. DBA EASTERN INDUSTRIAL AUTOMATION
Form 5500
FILING_RECEIVED
EASTERN INDUSTRIAL AUTOMATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
200
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN BEARINGS, INC. DBA EASTERN INDUSTRIAL AUTOMATION.
Plan sponsor
Name
EASTERN BEARINGS, INC. DBA EASTERN INDUSTRIAL AUTOMATION
EIN
04-2316388
Address
465 WAVERLY OAKS · SUITE 401 · WALTHAM, MA · 02452
Phone
(781) 899-3952
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TONNESON & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TONNESON & CO CPA & CONSULTANTS | 04-2943536 | — | RETAINED BY EMPLOYER | $5K | — |
| MAYFLOWER FINANCIAL ADVISORS | — | BOSTON, MA | RETAINED BY EMPLOYER | $5K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.