Plan Snapshot
- Plan Sponsor: Intech Investment Management LLC
- Sponsor EIN: 200780118
- Sponsor Address: 70 FARGO ST, BOSTON, MA, 02210
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $17.8M
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 | 0 | $17.8M | $0 | $0 |
| 2023 | 0 | $26.3M | $0 | $0 |
| 2022 | 0 | $118.6M | $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 |
|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A | Custodian / Trustee | $63,645 | — | $63,645 |
| NORTHEAST RETIREMENT SERVICES, LLC | Recordkeeper | $23,492 | — | $23,492 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $21,462 | — | $21,462 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A — Custodian / Trustee
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,599
- Estimated Expense Ratio: 0.611% 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 | $108,743 | — | — | $28,961 | — |
| 2023 | $118,343 | — | — | $29,207 | — |
| 2022 | $146,935 | $85,578 | — | — | $27,349 |