John E. Dietel signed Eastern Research Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eastern Research Group, Inc.'s EIN is 04-2807100.
Download the official 2024 Form 5500 (PDF) for Eastern Research Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eastern Research Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NORWELL, MA | N/A | $128K | — |
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $124K | — |
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | N/A | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $50.0M | 23.0% | |
| American Funds | Mutual Funds | — | — | $24.2M | 11.1% | |
| American Funds | Mutual Funds | — | — | $21.7M | 10.0% | |
| Vanguard | Mutual Funds | — | — | $15.7M | 7.2% | |
| American Funds | Mutual Funds | — | — | $11.4M | 5.2% | |
| METLIFE STABLE VALUE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $10.9M | 5.0% | |
| American Funds | Mutual Funds | — | — | $9.0M | 4.1% | |
| Doubleline | Other securities | — | — | $7.9M | 3.6% | |
| Janus Henderson | Mutual Funds | — | — | $6.4M | 3.0% | |
| JP Morgan | Other securities | — | — | $5.7M | 2.6% | |
| Calvert | Other securities | — | — | $5.5M | 2.5% | |
| Vanguard | Mutual Funds | — | — | $5.2M | 2.4% | |
| Artisan | Other securities | — | — | $5.0M | 2.3% | |
| Pioneer | Other securities | — | — | $4.9M | 2.3% | |
| Vanguard | Mutual Funds | — | — | $4.8M | 2.2% | |
| American Funds | Mutual Funds | — | — | $4.3M | 2.0% | |
| Putnam | Mutual Funds | — | — | $4.1M | 1.9% | |
| MFS Global | Mutual Funds | — | — | $3.6M | 1.6% | |
| American Funds | Mutual Funds | — | — | $2.8M | 1.3% | |
| New World | Other securities | — | — | $2.4M | 1.1% | |
| American Funds | Mutual Funds | — | — | $1.4M | 0.6% | |
| American Funds | Mutual Funds | — | — | $1.3M | 0.6% | |
| American Funds | Mutual Funds | — | — | $1.2M | 0.5% | |
| Participants | Other securities | — | — | $800K | 0.4% | |
| American Funds | Mutual Funds | — | — | $720K | 0.3% | |
| American Funds | Mutual Funds | — | — | $646K | 0.3% | |
| American Funds | Mutual Funds | — | — | $633K | 0.3% | |
| American Funds | Mutual Funds | — | — | $448K | 0.2% | |
| American Funds | Mutual Funds | — | — | $377K | 0.2% | |
| American Funds | Mutual Funds | — | — | $99K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $24K | <0.1% | |
| American Funds | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
