# Iterative Scopes, INC. Dba Iterative Health 401(k) Plan
Source: https://planprovider.pro/companies/iterative-scopes-inc-plan

> Iterative Scopes, INC. Dba Iterative Health's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iterative Scopes, INC. Dba Iterative Health

- **Sponsor EIN:** 842232619

- **Sponsor Address:** 14 ARROW ST, CAMBRIDGE, MA, 02138

- **Plan Type:** 401(k)

- **Total Participants:** 104

- **Total Assets:** $5.4M

## 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|104|$5.4M|$325,989|$1.5M|

| 2023|133|$3.6M|$327,760|$1.5M|

| 2022|222|$1.4M|$0|$1.0M|

## 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|$21,778|—|$21,778|

| LEE AND CROWLEY|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

- [LEE AND CROWLEY](https://planprovider.pro/provider/lee-and-crowley-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,778

- **Estimated Expense Ratio:** 0.400% 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|$21,778|—|—|—|—|

| 2023|$6,208|—|—|—|—|

| 2022|—|—|—|—|—|

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