Plan Snapshot
- Plan Sponsor: Eyepoint Pharmaceuticals Us, INC.
- Sponsor EIN: 061357485
- Sponsor Address: 480 PLEASANT STREET SUITE A210, WATERTOWN, MA, 02472
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 273
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 273 | $34.8M | $0 | $0 |
| 2024 | 169 | $27.6M | $1.7M | $2.5M |
| 2023 | 116 | $22.4M | $1.4M | $2.1M |
| 2022 | 142 | $19.6M | $1.4M | $2.1M |
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 | $38,539 | — | $38,539 |
| CREATIVE PLANNING | Investment Advisor | $34,188 | — | $34,188 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $10,007 | — | $10,007 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,734
- Estimated Expense Ratio: 0.238% 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 |
|---|---|---|---|---|---|
| 2025 | $3,806,543 | $29,829 | — | — | — |
| 2024 | $47,675 | $21,692 | — | — | — |
| 2023 | $42,867 | $19,370 | — | — | — |
| 2022 | $37,848 | $2,721 | — | — | — |