# Pegasystems INC 401(k) Plan
Source: https://planprovider.pro/companies/pegasystems-inc-401k-plan

> Pegasystems INC's 401(k) plan: 1,895 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pegasystems INC

- **Sponsor EIN:** 042787865

- **Sponsor Address:** 1 MAIN STREET, CAMBRIDGE, MA, 021421590

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

- **Total Participants:** 1,895

- **Total Assets:** $529.7M

## 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|1,895|$529.7M|$8.0M|$31.1M|

| 2023|1,934|$454.0M|$8.4M|$31.8M|

| 2022|2,289|$382.7M|$9.4M|$33.9M|

## 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|

| MORGAN STANLEY|INVESTMENT ADVISOR|$176,447|—|$176,447|

| CBIZ INC|AUDITOR|$24,150|—|$24,150|

| CBIZ CPAS P.C.|Auditor|$24,150|—|$24,150|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $224,747

- **Estimated Expense Ratio:** 0.042% 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|$201,197|$176,447|—|$24,150|—|

| 2023|$191,085|$163,894|—|$24,220|—|

| 2022|$201,151|$201,151|—|—|—|

## Similar Plans

- [Eclinicalworks, LLC](https://planprovider.pro/companies/eclinicalworks-llc-plan) — 1,458 participants

- [Coordinates Operations LLC](https://planprovider.pro/companies/coordinates-operations-llc-plan-001) — 673 participants

- [Axis Communications, INC.](https://planprovider.pro/companies/axis-communications-inc-401k-plan) — 583 participants

- [Cytel INC.](https://planprovider.pro/companies/cytel-inc-401k-plan) — 518 participants

- [Dassault Systemes Americas Corp.](https://planprovider.pro/companies/dassault-systemes-americas-corp-401k-plan) — 6,193 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pegasystems-inc-401k-plan)

© 2026 PlanProvider.Pro