Plan Snapshot
- Plan Sponsor: Econometrica, INC.
- Sponsor EIN: 522108043
- Sponsor Address: 7475 WISCONSIN AVE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 90 | $8.0M | -$36,840 | $773,861 |
| 2023 | 90 | $7.2M | $167,522 | $735,422 |
| 2022 | 94 | $6.6M | $111,528 | $635,046 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY CERTIFIED PUBLIC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY CERTIFIED PUBLIC — 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 | $7,200 | — | — | — | — |
| 2023 | $16,259 | — | $16,259 | — | — |
| 2022 | — | — | — | — | — |