Eaton Corporation's EIN is 34-0196300.
Download the official 2024 Form 5500 (PDF) for Eaton Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eaton Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO | 04-2647786 | — | RECORDKEEPER | $492K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | 26-1429809 | — | CONSULTANT | $146K | — |
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 | |||||
|---|---|---|---|---|---|---|
| EATON SAVINGS TRUST EATON CORPORATION · EIN 47-5346861 / PN 001 | Master Trust | — | — | $8.3B | 99.0% | |
| Interest in Eaton Savings Trust Master Trust Master Trust N/A | Master trust / pooled interest | — | — | $8.0B | 95.5% | |
| Interest in Eaton Stable Value Fund - See * Guaranteed Investment Contract N/A | Stable Value | — | — | $292.4M | 3.5% | |
| Footnote 1 * Participant Loans 3.25 - 10.50%; various maturity dates N/A | Bonds / Notes | — | — | $80.6M | 1.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEADEN & MOORE, LTD. | 34-1818258 | — | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EATON CORPORATION | 34-0196300 | — | PLAN SPONSOR | $72K | — |
