# Econometrica, INC. 401(k) Plan
Source: https://planprovider.pro/companies/econometrica-inc-401k-plan

> Econometrica, INC.'s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mckonly-and-asbury-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|$7,200|—|—|—|—|

| 2023|$16,259|—|$16,259|—|—|

| 2022|—|—|—|—|—|

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