Plan Snapshot
- Plan Sponsor: Anaqua, INC.
- Sponsor EIN: 202163365
- Sponsor Address: 31 ST. JAMES AVENUE, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $21.4M
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 | 293 | $21.4M | $307,011 | $2.3M |
| 2023 | 275 | $16.3M | $294,526 | $2.2M |
| 2022 | 266 | $12.0M | $221,567 | $1.8M |
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 |
|---|---|---|---|---|
| WS CPAS P.C. | Auditor | — | — | $0 |
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 | $83,974 | $43,617 | — | — | — |
| 2023 | $62,706 | $32,832 | — | — | — |
| 2022 | $58,030 | — | — | — | — |