# Fermi Research Alliance, LLC 403(b) Plan
Source: https://planprovider.pro/companies/fermi-research-alliance-llc-403b-plan

> Fermi Research Alliance, LLC's 403(b) plan: 2,123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fermi Research Alliance, LLC

- **Sponsor EIN:** 571239010

- **Sponsor Address:** PO BOX 500, BATAVIA, IL, 60510

- **Plan Type:** 403(b)

- **Total Participants:** 2,123

- **Total Assets:** $745.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,123|$745.4M|$0|$20.3M|

| 2023|2,241|$722.0M|$0|$18.7M|

| 2022|1,842|$659.7M|$0|$17.0M|

## 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|NONE|$60,291|—|$60,291|

| CROWE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,291

- **Estimated Expense Ratio:** 0.008% 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|$60,713|—|—|—|—|

| 2023|$62,290|—|$1,500|—|—|

| 2022|$66,705|—|$66,705|—|—|

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