Plan Snapshot
- Plan Sponsor: Ocular Therapeutix, INC.
- Sponsor EIN: 205560161
- Sponsor Address: 24 CROSBY DRIVE, BEFORD, MA, 01730
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $25.1M
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. |
|---|---|---|---|---|
| 2024 | 274 | $25.1M | $675,924 | $3.6M |
| 2023 | 270 | $20.9M | $625,035 | $3.3M |
| 2022 | 274 | $14.8M | $593,249 | $2.9M |
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 |
|---|---|---|---|---|
| BAKER NEWMAN & NOYES LLC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $106,800 | — | — | — | — |
| 2023 | $83,594 | — | — | — | — |
| 2022 | $69,398 | — | — | — | — |