# Intech Investment Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/intech-investment-management-llc-522391973-001

> Intech Investment Management LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/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|

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