Plan Snapshot
- Plan Sponsor: Connectrn INC.
- Sponsor EIN: 465458752
- Sponsor Address: 203 CRESCENT STREET, WALTHAM, MA, 02453
- Plan Type: 401(k)
- Total Participants: 1,057
- Total Assets: $6.8M
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 | 1,057 | $6.8M | $551,507 | $1.2M |
| 2023 | 933 | $6.6M | $950,161 | $2.1M |
| 2022 | 267 | $2.9M | $623,697 | $1.3M |
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 |
|---|---|---|---|---|
| GRAY GRAY & GRAY LLP | 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 | $12,270 | — | $12,270 | — | — |
| 2023 | $10,880 | — | $10,880 | — | — |
| 2022 | $4,579 | — | $4,579 | — | — |