Plan Snapshot
- Plan Sponsor: Egenesis, INC.
- Sponsor EIN: 475370912
- Sponsor Address: 101 CAMBRIDGEPARK DRIVE, CAMBRIDGE, MA, 02140
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 100 | $5.3M | $91,975 | $811,756 |
| 2023 | 88 | $4.1M | $125,165 | $1.1M |
| 2022 | 105 | $3.0M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| LGA, LLP | Auditor | — | — | $0 |
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 | $24,095 | $23,125 | $970 | — | — |
| 2023 | $20,211 | $17,481 | $2,730 | — | — |
| 2022 | $13,292 | $12,372 | $920 | — | — |