Eaton Vance Management 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Eaton Vance Management 401(k) Login
Retirement plan providers can change. This information is from the plan's 2020 filing.
Eaton Vance Management 401(k) Plan Facts (plan year 2020)
Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Aug 30, 2021. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2020
- $58.0 million went into the plan in contributions, $35.0 million of it from the employer (60%).
- $27.2 million was paid out to participants.
- Investment and other income added $86.0 million.
- Administrative expenses were $226,920, about $92 per account.
How the Eaton Vance Management 401(k) changed, 2015–2020
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2015 | 1,711 | $402.7 million | $22.4 million | $21.5 million |
| 2016 | 1,813 | $438.3 million | $22.5 million | $30.6 million |
| 2017 | 1,876 | $522.7 million | $25.5 million | $28.1 million |
| 2018 | 2,030 | $517.7 million | $29.0 million | $27.6 million |
| 2019 | 2,192 | $660.3 million | $31.2 million | $29.6 million |
| 2020 | 2,365 | $776.8 million | $35.0 million | $27.2 million |
Eaton Vance Management 401(k) Contact Information
Questions about the Eaton Vance Management 401(k)
Is the Eaton Vance Management 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.
Does Eaton Vance Management contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $35.0 million, 60% of all contributions.
Does the Eaton Vance Management 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Eaton Vance Management 401(k) plan?
2,365 participants at the start of plan year 2020, 1,905 of them active employees, and 580 former employees who still had money in the plan.
What is the average 401(k) balance at Eaton Vance Management?
About $314,886 per account: $776.8 million in plan assets across 2,467 accounts with a balance at the end of plan year 2020.
Who manages the Eaton Vance Management 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.