# Insulet Corporation 401(k) Plan
Source: https://planprovider.pro/companies/insulet-corporation-401k-plan

> Insulet Corporation's 401(k) plan: 2,707 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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