Plan Snapshot
- Plan Sponsor: Memry Corporation
- Sponsor EIN: 061084424
- Sponsor Address: 3 BERKSHIRE BLVD, BETHEL, CT, 06801
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $41.8M
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. |
|---|---|---|---|---|
| 2023 | 569 | $41.8M | $1.3M | $2.8M |
| 2022 | 524 | $35.4M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $143,454 | — | $143,454 |
| GLOBAL RETIREMENT PARTNERS, LLC | NONE | $65,156 | — | $65,156 |
| GRAY, GRAY & GRAY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — NONE
- GRAY, GRAY & GRAY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,610
- Estimated Expense Ratio: 0.499% 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 |
|---|---|---|---|---|---|
| 2023 | $104,573 | $7,685 | — | — | — |
| 2022 | $94,423 | — | — | — | $15,894 |