Marianne J Gagnon signed Eastern Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eastern Bank's EIN is 04-3067724.
Download the official 2024 Form 5500 (PDF) for Eastern Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eastern Bank's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $237K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $74.8M | 21.8% | |
| Eastern Bankshares, Inc. Eastern Bankshares, Inc. Common Stock | Common Stocks | — | — | $47.5M | 13.8% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $25.1M | 7.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $22.0M | 6.4% | |
| Vanguard Treasury Money Mkt | Mutual Funds | — | — | $17.2M | 5.0% | |
| Conestoga Small Cap Institutional | Other securities | — | — | $15.1M | 4.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $13.8M | 4.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $13.1M | 3.8% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $11.1M | 3.2% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $10.4M | 3.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $10.3M | 3.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $8.6M | 2.5% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $7.7M | 2.2% | |
| Similar Party Description of Investment Cost (1) Current Value American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $7.3M | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $6.1M | 1.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $5.9M | 1.7% | |
| DFA U.S. Small Cap Value Fund | Mutual Funds | — | — | $5.9M | 1.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $4.8M | 1.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $4.8M | 1.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $4.2M | 1.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4.2M | 1.2% | |
| Hartford Midcap R6 | Other securities | — | — | $3.9M | 1.1% | |
| Dodge & Cox Dodge & Cox Income Fund X | Mutual Funds | — | — | $3.6M | 1.0% | |
| JP Morgan JP Morgan Emerging Markets Equity R6 | Other securities | — | — | $2.8M | 0.8% | |
| DFA U.S. Sustainability Core 1 | Mutual Funds | — | — | $2.4M | 0.7% | |
| Vanguard Short-Term Treasury Idx Admiral | Common Collective Trusts | — | — | $2.2M | 0.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.0M | 0.6% | |
| DFA Intl Sustainability Core 1 | Mutual Funds | — | — | $2.0M | 0.6% | |
| Vanguard Short Term Corporate Bd Idx Adm | Common Collective Trusts | — | — | $2.0M | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.6M | 0.5% | |
| Artisan High Income Instl | Other securities | — | — | $1.0M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
