Plan Snapshot
- Plan Sponsor: Simpson Gumpertz & Heger INC.
- Sponsor EIN: 042256923
- Sponsor Address: 480 TOTTEN POND RD., WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 765
- Total Assets: $464.1M
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 | 765 | $464.1M | $15.5M | $7.3M |
| 2023 | 711 | $397.1M | $14.0M | $6.5M |
| 2022 | 651 | $330.4M | $12.2M | $5.9M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $225,794 | $128,696 | $390 | — | — |
| 2023 | $202,560 | $110,481 | $6,945 | — | — |
| 2022 | $214,046 | $107,200 | — | — | $6,550 |