AUMdb

Eastman Investment & Employee Stock Ownership Plan

Sponsored by Eastman Chemical Company · EIN 621539359 · Plan #002 · Kingsport, TN

Total assets
$3.5B
Net assets
$3.5B
Active participants
10,253
With balances
14,882

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $417,581
Mercer Investments Llc Consulting (general), Investment advisory (plan) $112,688
Mercer Investments Llc Investment advisory (plan) $37,500
Mercer Investment advisory (plan) $37,500
Mcguire Woods Llp Legal $29,697