Plan Snapshot
- Plan Sponsor: Industrial Economics Incorporated
- Sponsor EIN: 042735625
- Sponsor Address: 2067 MASS AVE STE 4, CAMBRIDGE, MA, 02140
- Plan Type: DC
- Total Participants: 63
- Total Assets: $71.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 63 | $71.2M | $2.9M | $0 |
| 2023 | 103 | $60.0M | $2.8M | $0 |
| 2022 | 96 | $50.7M | $2.6M | $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 |
|---|---|---|---|---|
| GRAY, GRAY, & GRAY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | -$2,815 | $4,266 | — | — | — |
| 2023 | -$1,263 | $4,143 | — | — | — |
| 2022 | $2,267 | $4,791 | — | — | — |