Engagesmart, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Engagesmart, INC. (EIN 832785225)
  • Plan Type: 401(k)
  • Total Participants: 938
  • Total Assets: $51.8M
  • Sponsor State: MA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024938$51.8M$3.1M$9.8M
20231,023$36.3M$2.0M$8.4M
2022937$22.5M$1.5M$5.9M

Service Providers

  • CARON & BLETZER PLLC — Accountant / Independent Qualified Public Accountant ($8,450)

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