# Mathematica Group Holding INC. 401(k) Plan
Source: https://planprovider.pro/companies/mathematica-group-holding-inc-401k-plan

> Mathematica Group Holding INC.'s 401(k) plan: 1,753 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/ubs-financial-services-inc) — RETAINED BY EMPLOYER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|—|—|

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