# Elder Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/elder-research-inc-plan-001

> Elder Research, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elder Research, INC.

- **Sponsor EIN:** 300000656

- **Sponsor Address:** 701 E WATER ST, CHARLOTTESVILLE, VA, 22902

- **Plan Type:** 401(k)

- **Total Participants:** 153

- **Total Assets:** $14.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|153|$14.7M|$563,738|$1.6M|

| 2023|129|$10.5M|$450,733|$1.3M|

| 2022|136|$7.3M|$363,074|$1.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,964|—|$15,964|

| DAVIDSON DOYLE AND HILTON LLP|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

- [DAVIDSON DOYLE AND HILTON LLP](https://planprovider.pro/provider/davidson-doyle-and-hilton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,964

- **Estimated Expense Ratio:** 0.109% 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|$16,331|$367|—|—|—|

| 2023|$10,921|—|$10,921|—|—|

| 2022|—|—|—|—|—|

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