Plan Snapshot
- Plan Sponsor: Analogic Corporation
- Sponsor EIN: 042454372
- Sponsor Address: 8 CENTENNIAL DRIVE, PEABODY, MA, 01960
- Plan Type: 401(k)
- Total Participants: 563
- Total Assets: $179.3M
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 | 563 | $179.3M | $2.4M | $5.8M |
| 2023 | 540 | $172.2M | $2.3M | $5.6M |
| 2022 | 578 | $163.6M | $2.3M | $5.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $137,376 | — | $137,376 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $112,986 | — | $112,986 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
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: $250,362
- Estimated Expense Ratio: 0.140% 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 | $342,592 | $112,986 | — | — | — |
| 2023 | $319,164 | $200,261 | — | — | — |
| 2022 | $266,330 | $133,430 | $87,534 | — | — |