Plan Snapshot
- Plan Sponsor: Insulet Corporation
- Sponsor EIN: 043523891
- Sponsor Address: 100 NAGOG PARK, ACTON, MA, 01720
- Plan Type: 401(k)
- Total Participants: 2,707
- Total Assets: $250.4M
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 | 2,707 | $250.4M | $9.6M | $30.3M |
| 2023 | 2,284 | $192.2M | $8.3M | $25.2M |
| 2022 | 2,038 | $142.0M | $7.1M | $21.8M |
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 INSTITUTIONAL | RECORDKEEPER | $245,256 | — | $245,256 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $112,731 | — | $112,731 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $65,609 | — | $65,609 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $423,596
- Estimated Expense Ratio: 0.169% 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 | $423,596 | $178,340 | $300 | — | — |
| 2023 | $348,897 | $44,700 | $300 | — | — |
| 2022 | $297,726 | $29,478 | — | — | — |