Plan Snapshot
- Plan Sponsor: Rethink Autism, INC. Dba Rethink First
- Sponsor EIN: 261746074
- Sponsor Address: 49 WEST 27TH STREET, 8TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $13.5M
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 | 339 | $13.5M | $625,572 | $2.4M |
| 2023 | 401 | $9.2M | $572,314 | $2.1M |
| 2022 | 337 | $5.5M | $426,833 | $1.4M |
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 | $40,385 | — | $40,385 |
| MML INVESTOR SERVICES LLC | ADVISOR | $36,213 | — | $36,213 |
| JOHNSON O'CONNOR FERON & CARUCCI LL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,598
- Estimated Expense Ratio: 0.566% 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 | $76,598 | $36,213 | — | — | — |
| 2023 | $58,001 | $31,997 | — | — | — |
| 2022 | $37,206 | — | — | — | — |