Plan Snapshot
- Plan Sponsor: Intech Investment Management LLC
- Sponsor EIN: 522391973
- Sponsor Address: 70 FARGO ST, BOSTON, MA, 02210
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $19.6M
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 | $19.6M | $0 | $0 |
| 2023 | 0 | $15.0M | $0 | $0 |
| 2022 | 0 | $18.7M | $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 | $57,868 | — | $57,868 |
| NORTHEAST RETIREMENT SERVICES, LLC | Recordkeeper | $24,000 | — | $24,000 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $20,927 | — | $20,927 |
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: $102,795
- Estimated Expense Ratio: 0.525% 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 | $102,853 | — | — | $28,426 | — |
| 2023 | $99,681 | — | — | $28,673 | — |
| 2022 | $103,764 | $42,936 | — | — | $26,875 |