Plan Snapshot
- Plan Sponsor: Ameresco, INC.
- Sponsor EIN: 043512838
- Sponsor Address: 111 SPEEN ST STE 410, FRAMINGHAM, MA, 01701
- Plan Type: 401(k)
- Total Participants: 1,318
- Total Assets: $251.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,318 | $251.6M | $8.1M | $15.1M |
| 2023 | 1,241 | $218.4M | $7.7M | $13.6M |
| 2022 | 1,195 | $173.8M | $6.8M | $11.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $30,725 | — | $30,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,725
- Estimated Expense Ratio: 0.012% 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 | $304,866 | — | $300 | $30,725 | — |
| 2023 | $298,786 | — | $1,800 | $22,250 | — |
| 2022 | $41,177 | — | — | — | — |