Eastern Account System of CT, Inc.'s EIN is 06-1355299.
Download the official 2024 Form 5500 (PDF) for Eastern Account System of CT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eastern Account System of CT, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Investments Putnam Large Cap Growth fund N/R | Mutual Funds | — | — | $770K | 29.7% | |
| Class Y BlackRock Funds ishares S&P 500 Index Fund Class N/R | Common Collective Trusts | — | — | $341K | 13.2% | |
| Company of America Account - Series Class I Mutual Funds DWS Group DWS RREEF Real Assets Fund N/R 233 R6 Fred Alger Management Alger Small Cap Focus Fund N/R | Common Stocks | — | — | $189K | 7.3% | |
| American Funds 2040 Target Date Retirement R6 N/R | Mutual Funds | — | — | $166K | 6.4% | |
| Mutual Investor Fund R6 MFS Investment Management MFS International Diversification N/R | Mutual Funds | — | — | $163K | 6.3% | |
| (USD Hedged) Institutional Pacific Investment Mgmt. Co. PIMCO Investment Grade Credit N/R | Mutual Funds | — | — | $143K | 5.5% | |
| American Funds 2030 Target Date Retirement R6 N/R | Mutual Funds | — | — | $129K | 5.0% | |
| Behavioral Value Fund R6 American Funds American Funds Washington N/R | Mutual Funds | — | — | $102K | 3.9% | |
| * Empower Annuity Insurance Empower Investments Fixed N/R | Guaranteed Income / GIC | — | — | $83K | 3.2% | |
| K BlackRock Funds ishares Russell 2000 Small Cap N/R | Common Collective Trusts | — | — | $83K | 3.2% | |
| Participant Loans Interest rates: 7.25% - 9.50%, $0 | Bonds / Notes | — | — | $79K | 3.0% | |
| American Funds 2050 Target Date Retirement R6 N/R | Mutual Funds | — | — | $69K | 2.6% | |
| Balanced fund R6 American Funds 2010 Target Date Retirement R6 N/R 3 American Funds 2015 Target Date Retirement R6 N/R | Mutual Funds | — | — | $64K | 2.5% | |
| American Funds 2045 Target Date Retirement R6 N/R | Mutual Funds | — | — | $40K | 1.6% | |
| Company Fund Class IS Cohen & Steers Investments Cohen & Steers Real Estate N/R 96 Securities Fund Z American Funds American Funds American N/R | Mutual Funds | — | — | $28K | 1.1% | |
| American Funds 2060 Target Date Retirement R6 N/R | Mutual Funds | — | — | $21K | 0.8% | |
| American Funds 2035 Target Date Retirement R6 N/R | Mutual Funds | — | — | $19K | 0.7% | |
| PGIM Investments PGIM High Yield Fund R6 N/R | Other securities | — | — | $19K | 0.7% | |
| Western Asset Management Western Asset Core Plus Bond N/R | Other securities | — | — | $17K | 0.7% | |
| Bond Fund Institutional Pacific Investment Mgmt. Co. PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $12K | 0.5% | |
| American Funds 2025 Target Date Retirement R6 N/R | Mutual Funds | — | — | $11K | 0.4% | |
| R6 Virtus Investment Partners Virtus NFJ Mid-Cap Value Fund N/R | Other securities | — | — | $8K | 0.3% | |
| American Funds 2055 Target Date Retirement R6 N/R | Mutual Funds | — | — | $6K | 0.2% | |
| Fund R6 MFS Investment Management MFS Mid Cap Growth Fund R6 N/R | Mutual Funds | — | — | $4K | 0.2% | |
| American Funds 2020 Target Date Retirement R6 N/R | Mutual Funds | — | — | $4K | 0.1% | |
| Index Fund Class K BlackRock Funds ishares Russell Mid-Cap Class K N/R | Common Collective Trusts | — | — | $3K | 0.1% | |
| American Funds 2065 Target Date Retirement R6 N/R | Mutual Funds | — | — | $3K | 0.1% | |
| Investors Fund R6 Pacific Investment Mgmt. Co. PIMCO International Bond Fund N/R | Mutual Funds | — | — | $3K | 0.1% | |
| Institutional JPMorgan Asset Management Undiscovered Managers N/R | Other securities | — | — | $3K | 0.1% | |
| American Funds American Funds Fundamental N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
