# Fermi Research Alliance, LLC DC Plan
Source: https://planprovider.pro/companies/fermi-research-alliance-llc-plan-004

> Fermi Research Alliance, LLC's DC plan: 1,724 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:** P.O. BOX 500, BATAVIA, IL, 60510

- **Plan Type:** DC

- **Total Participants:** 1,724

- **Total Assets:** $796.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|1,724|$796.0M|$21.5M|$0|

| 2023|1,782|$750.9M|$20.4M|$0|

| 2022|1,685|$669.3M|$18.5M|$0|

## 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|$71,809|—|$71,809|

| 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:** $71,809

- **Estimated Expense Ratio:** 0.009% 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|$71,809|—|$300|—|—|

| 2023|$74,834|—|$2,700|—|—|

| 2022|$77,251|—|$77,251|—|—|

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