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Original filing (PDF)20251014152824NAL0003162897005
EATON INTELLIGENT POWER LIMITED
Form 5500
FILING_RECEIVED
PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
1,590
Accounts w/ balance
—
Plan assets (EOY)
$104.2M
Net assets (EOY)
$104.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 316% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EATON INTELLIGENT POWER LIMITED.
Plan sponsor
Name
EATON INTELLIGENT POWER LIMITED
EIN
98-1098668
Address
601 TRAVIS STREET SUITE 1850 · HOUSTON, TX · 770021372
Phone
(787) 656-7791
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE LLC | 27-1175487 | — | — | $222K | — |
| FIDELITY MANAGEMENT TRUST COMPANY | 04-3523427 | — | — | $98K | — |
| WILLIS TOWER WATSON | 53-0181291 | — | — | $89K | — |
| MEADEN & MOORE LTD | 34-1818258 | — | — | $16K | — |
| EATON CORPORATION | 34-0196300 | — | PLAN SPONSOR | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.