Filings through .
Eastern States Joint Board
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served3+1 YoYRank #4959 of mapped providers
Assets under administration$81M0.0%Rank #9566 by share of filed assets
Fees received$187,325Median $30,692/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Eastern States Joint Board as recordkeeper and list their funds in their filing.
Plans
1
$29.1M in funds
In collective trusts
69%
average plan
In Eastern States Joint Board funds
0%
average plan
In index funds
56%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Neuberger Berman | 1 |
| Invesco | 1 |
| Vanguard | 1 |
| Sun Life (BentallGreenOak) | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.