Plan Snapshot
- Plan Sponsor: Eastern Research Group, INC.
- Sponsor EIN: 042807100
- Sponsor Address: 561 VIRGINIA RD, STE 300, BLDG 4, CONCORD, MA, 01742
- Plan Type: DC
- Total Participants: 731
- Total Assets: $217.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 731 | $217.6M | $4.5M | $6.6M |
| 2023 | 609 | $185.2M | $3.7M | $5.7M |
| 2022 | 562 | $155.7M | $3.1M | $5.0M |
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 |
|---|---|---|---|---|
| RMS US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RMS US LLP — Auditor
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 | $280,159 | $127,731 | — | — | — |
| 2023 | $286,815 | $117,705 | — | $24,150 | — |
| 2022 | $282,731 | $116,378 | — | — | $166,353 |