Plan Snapshot
- Plan Sponsor: Dassault Systemes Americas Corp.
- Sponsor EIN: 510379588
- Sponsor Address: 175 WYMAN STREET, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 6,193
- Total Assets: $2.1B
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 | 6,193 | $2.1B | $35.8M | $109.4M |
| 2023 | 6,105 | $1.8B | $33.8M | $103.5M |
| 2022 | 5,925 | $1.5B | $32.5M | $93.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $264,783 | — | $264,783 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISOR | $200,000 | — | $200,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $178,492 | — | $178,492 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $643,275
- Estimated Expense Ratio: 0.031% 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 | $901,876 | $378,492 | $1,800 | — | — |
| 2023 | $856,071 | $346,311 | $4,200 | — | — |
| 2022 | $798,995 | $118,973 | — | — | — |