# Mimecast North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mimecast-north-america-inc-401k-plan

> Mimecast North America, INC.'s 401(k) plan: 1,060 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mimecast North America, INC.

- **Sponsor EIN:** 260851633

- **Sponsor Address:** 191 SPRING STREET, LEXINGTON, MA, 02421

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

- **Total Participants:** 1,060

- **Total Assets:** $93.1M

## 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|1,060|$93.1M|$4.3M|$12.0M|

| 2023|840|$70.0M|$3.9M|$10.4M|

| 2022|903|$49.5M|$3.9M|$9.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$125,932|—|$125,932|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$124,887|—|$124,887|

| GRAY,GRAY, & GRAY,LLP|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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $250,819

- **Estimated Expense Ratio:** 0.269% 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|$250,819|$124,887|—|—|—|

| 2023|$195,791|$106,191|$300|—|—|

| 2022|$170,644|—|—|—|—|

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