Plan Snapshot
- Plan Sponsor: Forrester Research INC
- Sponsor EIN: 042797789
- Sponsor Address: 60 ACORN PARK DRIVE, CAMBRIDGE, MA, 02140
- Plan Type: 401(k)
- Total Participants: 1,114
- Total Assets: $357.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,114 | $357.5M | $4.9M | $17.0M |
| 2023 | 1,238 | $320.7M | $5.5M | $18.1M |
| 2022 | 1,484 | $269.4M | $5.9M | $18.0M |
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 |
|---|---|---|---|---|
| WOLF & COMPANY, P.C. | Auditor | $18,500 | — | $18,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,500
- 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 | $50,484 | $33,708 | $300 | $18,500 | — |
| 2023 | $119,328 | $77,313 | — | $20,500 | — |
| 2022 | $341,255 | $78 | — | — | — |