Plan Snapshot
- Plan Sponsor: Idera, INC.
- Sponsor EIN: 760662481
- Sponsor Address: 4001 W. PARMER LANE, AUSTIN, TX, 78727
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $61.7M
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 | 297 | $61.7M | $216 | $3.0M |
| 2023 | 308 | $54.0M | $0 | $3.0M |
| 2022 | 345 | $46.8M | $1,116 | $3.0M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $78,135 | — | $78,135 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $22,527 | — | $22,527 |
| LPL FINANCIAL LLC | Investment Advisor | $7,604 | — | $7,604 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,266
- Estimated Expense Ratio: 0.176% 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 | $108,267 | $85,740 | — | — | — |
| 2023 | $106,257 | $74,194 | — | $12,700 | — |
| 2022 | $107,622 | — | — | — | — |