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Original filing (PDF)20251010115710NAL0004206003001
EASTERN COMMUNICATIONS LTD, LLC
Form 5500
FILING_RECEIVED
EASTERN COMMUNICATIONS LTD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
192
Accounts w/ balance
170
Plan assets (EOY)
$27.9M
Net assets (EOY)
$27.9M
How this plan invests
This plan
24 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN COMMUNICATIONS LTD, LLC.
Plan sponsor
Name
EASTERN COMMUNICATIONS LTD, LLC
EIN
42-1250382
Address
201 W STATE ST · MARSHALLTOWN, IA · 501585841
Phone
(641) 752-5820
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH | 46-3303127 | — | INVESTMENT ADVISORY | $1K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
35 direct securities · 24 pooled funds· $29.6M(100% of reported assets)
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.
Uncategorized
$28.1M
35 holdings
Common Collective Trust
$1.5M
1 holding
Pooled Separate Account
$8K
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth and Income Fund | — | — | — | $3.9M | 13.9% | |
| Fidelity 500 Index Fund | — | — | — | $3.1M | 11.2% | |
| Nuveen Large Cap Growth Index Fund R6 | — | — | — | $3.0M | 10.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.9M | 10.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.1M | 7.4% | |
| MetLife Stable Value Solutions J FD | — | — | — | $1.7M | 6.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.6M | 5.6% | |
| METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.5M | 5.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.5M | 5.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.5M | 5.4% | |
| Vanguard Developed Markets Index Fund | — | — | — | $1.3M | 4.6% | |
| American Funds American Balanced R6 | — | — | — | $842K | 3.0% | |
| Fixed Income Guaranteed Option | — | — | — | $660K | 2.4% | |
| Fidelity Total Bond Fund | — | — | — | $602K | 2.2% | |
| 4.59% - 4.72% due December 31, 2026 | — | — | — | $528K | 1.9% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $425K | 1.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $315K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $251K | 0.9% | |
| Vanguard Equity Income Fund | — | — | — | $245K | 0.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $224K | 0.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $212K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $192K | 0.7% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $160K | 0.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $141K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $133K | 0.5% | |
| Vanguard Wellesley Income Fund | — | — | — | $125K | 0.4% | |
| (E) | — | — | — | $98K | 0.4% | |
| Participant Loans Interest Rates of 5.25% to 9.50% | — | — | — | $98K | 0.4% | |
| American Funds New Perspective R6 | — | — | — | $94K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $81K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $77K | 0.3% | |
| 0.10% - 0.26% due December 31, 2025 | — | — | — | $44K | 0.2% | |
| 4.38% - 4.65% due December 31, 2027 | — | — | — | $27K | <0.1% | |
| Vanguard Intermediate-Term Treasury Index Fund | — | — | — | $11K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $8K | <0.1% | |
| American Funds Growth and Income Portfolio Class R6 | — | — | — | $7K | <0.1% | |
| 0.42% - 0.95% due December 31, 2024 | — | — | — | $2K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% |