Plan Snapshot
- Plan Sponsor: Mathematica Group Holding INC.
- Sponsor EIN: 222675420
- Sponsor Address: 600 ALEXANDER PARK, PRINCETON, NJ, 085402393
- Plan Type: 401(k)
- Total Participants: 1,753
- Total Assets: $477.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,753 | $477.5M | $6.0M | $22.5M |
| 2023 | 1,785 | $424.7M | $10.9M | $21.4M |
| 2022 | 1,686 | $348.1M | $9.4M | $18.6M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY EMPLOYER | $119,851 | — | $119,851 |
| UBS FINANCIAL SERVICES INC. | RETAINED BY EMPLOYER | $41,917 | — | $41,917 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY EMPLOYER
- UBS FINANCIAL SERVICES INC. — RETAINED BY EMPLOYER
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,768
- Estimated Expense Ratio: 0.034% 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 | $161,764 | $41,913 | $119,851 | — | — |
| 2023 | $138,465 | $32,964 | $105,501 | — | — |
| 2022 | $135,784 | $35,579 | $100,205 | — | — |