Plan Snapshot
- Plan Sponsor: Sasaki Associates, INC.
- Sponsor EIN: 042230445
- Sponsor Address: 110 CHAUNCY STEET, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $73.3M
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 | 307 | $73.3M | $500,906 | $3.1M |
| 2023 | 324 | $67.0M | $0 | $3.1M |
| 2022 | 320 | $57.4M | $500,000 | $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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | $7,875 | — | $7,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,875
- Estimated Expense Ratio: 0.011% 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 | $111,724 | $68,379 | — | $7,875 | — |
| 2023 | $87,040 | $26,782 | $300 | $27,358 | — |
| 2022 | $39,359 | $515 | — | — | — |