Plan Snapshot
- Plan Sponsor: Instrumentation Laboratory
- Sponsor EIN: 020448199
- Sponsor Address: 180 HARTWELL ROAD, BEDFORD, MA, 01730
- Plan Type: DB
- Total Participants: 90
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 90 | $14.1M | $0 | $0 |
| 2023 | 93 | $15.3M | $0 | $0 |
| 2022 | 97 | $15.4M | $0 | $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 |
|---|---|---|---|---|
| ARDITO, TOSCANO & MCCOLLUM, PC | Auditor | $38,545 | — | $38,545 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,545
- Estimated Expense Ratio: 0.273% 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 | $218,998 | $100,125 | — | $38,545 | — |
| 2023 | $222,104 | $100,145 | — | $39,283 | — |
| 2022 | $193,386 | $100,157 | — | — | $72,813 |