Plan Snapshot
- Plan Sponsor: Factset Research Systems INC.
- Sponsor EIN: 133362547
- Sponsor Address: 601 MERRITT 7, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 2,364
- Total Assets: $863.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,364 | $863.3M | $14.0M | $35.4M |
| 2023 | 2,410 | $731.2M | $13.5M | $36.2M |
| 2022 | 2,428 | $582.9M | $13.3M | $32.3M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP. | Auditor | $43,000 | — | $43,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,000
- Estimated Expense Ratio: 0.005% 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 | $136,990 | $55,666 | — | $43,000 | — |
| 2023 | $138,044 | $62,476 | — | — | — |
| 2022 | -$29,507 | $53,720 | — | — | — |