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Original filing (PDF)20251010091151NAL0004092483001
THE EASTERN COMPANY FRAZER & JONES DIVISION
Form 5500
FILING_RECEIVED
THE EASTERN COMPANY PENSION PLAN FOR HOURLY-RATED EMPLOYEES
Defined-benefit pension plan
Signals · 2
51% in single holding~90 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Russell 14 Yr LDI Fixed Income FD Common Collective Trust Fund, 278,929 shares" is 51% of plan.
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EASTERN COMPANY FRAZER & JONES DIVISION.
Plan sponsor
Name
THE EASTERN COMPANY FRAZER & JONES DIVISION
EIN
06-0330020
Address
3 ENTERPRISE DRIVE · SUITE 408 · SHELTON, CT · 06484
Phone
(203) 729-2255
Industry
Manufacturingsee all
Plan administrator
Name
THE EASTERN COMPANY FRAZER & JONES DIVISION
EIN
06-0330020
City
NAUGATUCK, CT
Phone
(203) 729-2255
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FIONDELL, MILONE, & LASACACINA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUSSELL TRUST COMPANY | 91-1116938 | — | NONE | $33K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $25K | — |
| LAMCO ADVISORY SERVICES | 05-0462357 | — | NONE | $8K | — |
Investments
12 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Russell 14 Yr LDI Fixed Income FD Common Collective Trust Fund, 278,929 shares | — | — | $4.0M | $3.7M | 50.7% | |
| Russell 10 to 15 Yr STRIPS Fixed InN FD Common Collective Trust Fund, 69,690 shares | — | — | $797K | $735K | 10.0% | |
| Party Interest, Collateral, Par or Maturity Value Cost Current Value * Russell World Equity Fund Common Collective Trust Fund, 15,667 shares | — | — | $524K | $666K | 9.0% | |
| Russell 25 Plus Yr STRIPS Fixed Inc FD Common Collective Trust Fund, 51,429 shares | — | — | $804K | $626K | 8.5% | |
| Russell Russ Inv Russ 1000 IND FD SR I Common Collective Trust Fund, 7,401 shares | — | — | $394K | $542K | 7.4% | |
| Russell INTL FD Common Collective Trust Fund, 2,954 shares | — | — | $267K | $292K | 4.0% | |
| Russell High Yield BD FD Common Collective Trust Fund, 10,809 shares | — | — | $190K | $222K | 3.0% | |
| Russell Commodities FD Common Collective Trust Fund, 12,086 shares | — | — | $103K | $111K | 1.5% | |
| Russell Global Listed Infrastructure F Common Collective Trust Fund, 3,760 shares | — | — | $95K | $109K | 1.5% | |
| Russell Emerging Mkts FD Common Collective Trust Fund, 934 shares | — | — | $98K | $109K | 1.5% | |
| Russell Global Real Estate Secs FD Common Collective Trust Fund, 3,192 shares | — | — | $96K | $106K | 1.4% | |
| Russell Small Cap FD Common Collective Trust Fund, 550 shares | — | — | $62K | $74K | 1.0% |