# Addgene, INC 403(b) Plan
Source: https://planprovider.pro/companies/addgene-inc-403b-plan

> Addgene, INC's 403(b) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Addgene, INC

- **Sponsor EIN:** 900133592

- **Sponsor Address:** 490 ARESENAL WAY, WATERTOWN, MA, 02472

- **Plan Type:** 403(b)

- **Total Participants:** 112

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|112|$8.8M|$288,725|$788,814|

| 2023|115|$6.8M|$215,962|$707,170|

| 2022|127|$4.9M|$145,738|$621,399|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$12,229|$9,421|—|—|—|

| 2023|$9,038|$7,982|—|—|—|

| 2022|—|—|—|—|—|

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