Plan Snapshot
- Plan Sponsor: Intersystems Corporation
- Sponsor EIN: 042639026
- Sponsor Address: ONE MEMORIAL DRIVE, CAMBRIDGE, MA, 02142
- Plan Type: 401(k)
- Total Participants: 914
- Total Assets: $341.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 914 | $341.1M | $9.8M | $14.0M |
| 2023 | 854 | $282.9M | $8.5M | $12.6M |
| 2022 | 742 | $228.0M | $7.2M | $10.9M |
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 |
|---|---|---|---|---|
| AAFCPAS,INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,760 | — | — | — | — |
| 2023 | $6,268 | — | — | — | — |
| 2022 | $5,181 | — | — | — | — |