Plan Snapshot
- Plan Sponsor: Recorded Future, INC.
- Sponsor EIN: 262428801
- Sponsor Address: 363 HIGHLAND AVE., SOMERVILLE, MA, 021442574
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $46.9M
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 | 531 | $46.9M | $1.9M | $7.7M |
| 2023 | 579 | $37.6M | $2.1M | $7.8M |
| 2022 | 584 | $24.2M | $1.4M | $6.1M |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | Investment Advisor | $83,668 | — | $83,668 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $68,230 | — | $68,230 |
| THE ANGELL PENSION GROUP INC | Recordkeeper | $4,915 | $22,247 | $27,162 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,724 | — | $8,724 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $6,185 | — | $6,185 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,969
- Estimated Expense Ratio: 0.413% 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 | $173,242 | — | $173,242 | — | — |
| 2023 | $101,928 | — | — | — | — |
| 2022 | $7,875 | — | $7,875 | — | — |