# Terc, INC. 403(b) Plan
Source: https://planprovider.pro/companies/terc-inc-403b-plan

> Terc, INC.'s 403(b) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terc, INC.

- **Sponsor EIN:** 046134355

- **Sponsor Address:** 2067 MASSACHUSETTS AVENUE, CAMBRIDGE, MA, 021401364

- **Plan Type:** 403(b)

- **Total Participants:** 83

- **Total Assets:** $52.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|83|$52.7M|$368,105|$788,182|

| 2023|91|$49.2M|$340,682|$729,345|

| 2022|86|$44.6M|$336,308|$681,621|

## 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|

| AAFCPAS, INC.|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|$34,350|—|$34,350|—|—|

| 2023|$30,198|—|$30,198|—|—|

| 2022|$38,977|—|$38,977|—|—|

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