Plan Snapshot
- Plan Sponsor: Opentrons Labworks INC.
- Sponsor EIN: 471003492
- Sponsor Address: 45 - 18 COURT SQUARE WEST, WEST LONG ISLAND CITY, NY, 11101
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $15.7M
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 | 190 | $15.7M | $1.1M | $2.2M |
| 2023 | 201 | $13.3M | $1.2M | $2.5M |
| 2022 | 379 | $9.8M | $1.6M | $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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $128,091 | $45,522 | $4,147 | — | — |
| 2023 | $96,846 | $34,019 | $4,471 | — | — |
| 2022 | $24,847 | $145 | — | — | — |