Plan Snapshot
- Plan Sponsor: Energy Sciences INC.
- Sponsor EIN: 043020938
- Sponsor Address: 42 INDUSTRIAL WAY, WILMINGTON, MA, 01887
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $12.9M
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. |
|---|---|---|---|---|
| 2023 | 58 | $12.9M | $164,037 | $328,510 |
| 2022 | 68 | $13.1M | $203,103 | $499,128 |
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 |
|---|---|---|---|---|
| HOTTA LIESENBERG SAITO 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 |
|---|---|---|---|---|---|
| 2023 | $62,710 | $34,215 | — | — | — |
| 2022 | $142,022 | $103,134 | $18,469 | — | $19,179 |