# Income Research & Management 401(k) Plan
Source: https://planprovider.pro/companies/income-research-management-401k-plan

> Income Research & Management's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Income Research & Management

- **Sponsor EIN:** 042955404

- **Sponsor Address:** 115 FEDERAL STREET, BOSTON, MA, 02110

- **Plan Type:** 401(k)

- **Total Participants:** 213

- **Total Assets:** $117.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|213|$117.7M|$5.9M|$2.6M|

| 2023|219|$108.3M|$5.5M|$2.4M|

| 2022|209|$89.8M|$4.9M|$2.2M|

## 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 INST OPER CO|RECORDKEEPER|$9,060|—|$9,060|

| BOIVIN & ASSOCIATES CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INST OPER CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BOIVIN & ASSOCIATES CPAS PLLC](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,060

- **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|$9,028|—|$9,028|—|—|

| 2023|$3,795|—|$3,795|—|—|

| 2022|-$12,592|—|-$12,592|—|—|

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