Plan Snapshot
- Plan Sponsor: Rsa Security LLC
- Sponsor EIN: 271496036
- Sponsor Address: 2 BURLINGTON WOODS DRIVE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 507
- Total Assets: $174.7M
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 | 507 | $174.7M | $3.0M | $7.5M |
| 2023 | 517 | $213.8M | $5.2M | $12.6M |
| 2022 | 897 | $191.5M | $5.9M | $13.3M |
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 | $62,399 | — | $62,399 |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $52,144 | — | $52,144 |
| FORVIS MAZARS, LLP | Auditor | $4,500 | — | $4,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,043
- Estimated Expense Ratio: 0.068% 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 | $119,043 | $52,144 | — | $4,500 | — |
| 2023 | $121,503 | — | $300 | — | — |
| 2022 | $113,802 | — | — | — | — |