Plan Snapshot
- Plan Sponsor: Measurement Incorporated
- Sponsor EIN: 561264255
- Sponsor Address: 423 MORRIS STREET, DURHAM, NC, 27701
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 312
- Total Assets: $22.9M
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. |
|---|---|---|---|---|
| 2025 | 312 | $22.9M | $0 | $0 |
| 2024 | 291 | $22.1M | $0 | $1.4M |
| 2023 | 267 | $18.3M | $0 | $1.3M |
| 2022 | 299 | $14.9M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| ASCENSUS | Recordkeeper | $43,300 | — | $43,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,300
- Estimated Expense Ratio: 0.189% 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 |
|---|---|---|---|---|---|
| 2025 | $3,523,760 | — | — | — | — |
| 2024 | $37,580 | — | — | — | — |
| 2023 | $38,089 | — | — | — | — |
| 2022 | $38,075 | — | — | — | $37,595 |