# Factset Research Systems INC. 401(k) Plan
Source: https://planprovider.pro/companies/factset-research-systems-inc-401k-plan

> Factset Research Systems INC.'s 401(k) plan: 2,364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bpas) — 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|—|—|—|

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