Lynda Stewart signed Eastern Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eastern Savings Bank's EIN is 52-0623475.
Download the official 2024 Form 5500 (PDF) for Eastern Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eastern Savings Bank's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| sPrin SmCap S&P 600 Index SA-Z | Pooled Separate Accounts | — | — | $7.1M | 18.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $7.1M | 18.2% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Registered Investment Companies | — | — | $4.2M | 10.8% | |
| sPrin Liquid Assets Sep Acct-R6 | Pooled Separate Accounts | — | — | $4.1M | 10.6% | |
| Vgd Infl-Prot Sec Adm Fund | Registered Investment Companies | — | — | $2.8M | 7.2% | |
| Victory Integ SmCap Val Y Fd | Registered Investment Companies | — | — | $2.6M | 6.6% | |
| sPrin MidCap Value I SA-I2 | Pooled Separate Accounts | — | — | $1.8M | 4.6% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 4.6% | |
| sPrin LargeCap Growth I SA-I2 | Pooled Separate Accounts | — | — | $1.4M | 3.7% | |
| CLEARBRIDGE SM CAP GRWTH CIT R GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.4M | 3.7% | |
| sPrin LgCp S&P 500 Index SA-Z | Pooled Separate Accounts | — | — | $1.4M | 3.5% | |
| sPrin Div Intl SA-I5 | Pooled Separate Accounts | — | — | $1.3M | 3.3% | |
| CEREDEX L/C VAL EQU CIT CL 1 SEI TRUST COMPANY · EIN 45-1286900 / PN 046 | Common Collective Trust | — | — | $1.3M | 3.3% | |
| sPrin MidCap S&P 400 Idx SA-Z | Pooled Separate Accounts | — | — | $1.2M | 3.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| Participant Loans | Participant loans | — | — | $1.1M | 2.7% | |
| Ceredex L/C Val Equ CIT Cl 1 | Common Collective Trusts | — | — | $970K | 2.5% | |
| DUFF & PHELPS US REIT CIT CL 1 SEI TRUST COMPANY · EIN 81-3547755 / PN 098 | Common Collective Trust | — | — | $970K | 2.5% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $969K | 2.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Registered Investment Companies | — | — | $911K | 2.3% | |
| ClearBridge Sm Cap Grwth CIT R | Common Collective Trusts | — | — | $869K | 2.2% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $869K | 2.2% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Registered Investment Companies | — | — | $856K | 2.2% | |
| Baillie Gifford Emg Mkt Eq K | Registered Investment Companies | — | — | $731K | 1.9% | |
| Loomis Sayles Core Pls Bd Y Fd | Registered Investment Companies | — | — | $694K | 1.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $694K | 1.8% | |
| Fid Adv High Inc Advant I Fund | Registered Investment Companies | — | — | $640K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $640K | 1.6% | |
| BNYM Natural Resources I Fund | Registered Investment Companies | — | — | $632K | 1.6% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Registered Investment Companies | — | — | $430K | 1.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Registered Investment Companies | — | — | $380K | 1.0% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Registered Investment Companies | — | — | $335K | 0.9% | |
| JanusHenderson Entrprs N | Registered Investment Companies | — | — | $251K | 0.6% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $251K | 0.6% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Registered Investment Companies | — | — | $205K | 0.5% | |
| T. Rowe Price Stable Value A | Common Collective Trusts | — | — | $71K | 0.2% | |
| Vanguard Tgt Rmt Inc Inv Fund | Registered Investment Companies | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 06-1685865 | — | INVESTMENT ADVISORY | $0 | — |
