Plan Snapshot
- Plan Sponsor: Evident Scientific, INC.
- Sponsor EIN: 562538906
- Sponsor Address: 48 WOERD AVENUE, WALTHAM, MA, 02453
- Plan Type: 401(k)
- Total Participants: 685
- Total Assets: $156.1M
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 | 685 | $156.1M | $6.3M | $7.4M |
| 2023 | 735 | $140.1M | $6.0M | $7.1M |
| 2022 | 703 | $115.6M | $1.8M | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $250,077 | — | $250,077 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | Other Service Provider | $76,502 | — | $76,502 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $326,579
- Estimated Expense Ratio: 0.209% 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 | $326,754 | $76,677 | — | — | — |
| 2023 | $277,231 | $118,178 | — | — | — |
| 2022 | $40,952 | $16,054 | $24,898 | — | — |