Plan Snapshot
- Plan Sponsor: Hologic, INC.
- Sponsor EIN: 042902449
- Sponsor Address: 250 CAMPUS DRIVE, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Total Participants: 4,179
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,179 | $1.2B | $23.3M | $54.2M |
| 2023 | 4,201 | $1.0B | $23.5M | $54.0M |
| 2022 | 4,243 | $881.1M | $22.4M | $51.3M |
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 |
|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | INVESTMENT ADVISOR | $67,459 | — | $67,459 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $37,800 | — | $37,800 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | INVESTMENT ADVISOR | $22,735 | — | $22,735 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — ACCOUNTANT/AUDITOR
- GOLDMAN SACHS ASSET MANAGEMENT, LP — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,994
- Estimated Expense Ratio: 0.011% 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 | $19,292 | — | $2,100 | — | — |
| 2023 | $45,944 | — | $900 | $32,000 | — |
| 2022 | $166,673 | — | — | — | — |