Plan Snapshot
- Plan Sponsor: Celldex Therapeutics, INC.
- Sponsor EIN: 133191702
- Sponsor Address: 160 GOULD STREET, NEEDHAM, MA, 02494
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $57.7M
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 | 184 | $57.7M | $525,264 | $2.6M |
| 2023 | 159 | $49.7M | $442,150 | $2.2M |
| 2022 | 147 | $42.3M | $399,303 | $2.0M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,243 | — | $6,243 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,243
- Estimated Expense Ratio: 0.011% 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 | $6,924 | $6,243 | — | — | — |
| 2023 | $7,102 | $5,789 | — | — | — |
| 2022 | $5,020 | $4,389 | — | — | — |