# Eclinicalworks, LLC DC Plan
Source: https://planprovider.pro/companies/eclinicalworks-llc-plan

> Eclinicalworks, LLC's DC plan: 1,458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eclinicalworks, LLC

- **Sponsor EIN:** 043461392

- **Sponsor Address:** 2 TECHNOLOGY DRIVE, WESTBOROUGH, MA, 01581

- **Plan Type:** DC

- **Total Participants:** 1,458

- **Total Assets:** $240.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,458|$240.9M|$6.3M|$16.0M|

| 2023|1,491|$193.4M|$5.8M|$14.6M|

| 2022|1,398|$145.7M|$5.3M|$13.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$65,725|—|$65,725|

| DIMEO SCHNEIDER & ASSOCIATES LLC|CONSULTANT|$48,380|—|$48,380|

| STRATEGIC ADVISORS, INC.|ADVISOR|$37,649|—|$37,649|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $151,754

- **Estimated Expense Ratio:** 0.063% 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|$151,754|$37,649|$900|—|—|

| 2023|$129,635|$27,592|—|—|—|

| 2022|$127,863|$20,304|—|—|—|

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