Plan Snapshot
- Plan Sponsor: Alegeus Technologies, LLC
- Sponsor EIN: 900808825
- Sponsor Address: 1601 TRAPELO RD, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 687
- Total Assets: $58.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 687 | $58.0M | $1.5M | $5.3M |
| 2023 | 655 | $49.3M | $1.6M | $5.5M |
| 2022 | 696 | $36.9M | $1.4M | $4.6M |
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 | $5,700 | — | $5,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,700
- Estimated Expense Ratio: 0.010% of plan assets
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 | $120,026 | — | — | $5,700 | — |
| 2023 | $90,892 | — | — | — | — |
| 2022 | $78,670 | — | — | — | — |