Plan Snapshot
- Plan Sponsor: Two Sigma Investments, LP
- Sponsor EIN: 134181471
- Sponsor Address: 100 AVENUE OF THE AMERICAS, NEW YORK, NY, 10013
- Plan Type: 401(k)
- Total Participants: 1,668
- Total Assets: $698.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,668 | $698.4M | $9.6M | $68.2M |
| 2023 | 1,992 | $556.1M | $9.7M | $62.4M |
| 2022 | 1,933 | $408.9M | $8.1M | $51.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $105,251 | — | $105,251 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,251
- Estimated Expense Ratio: 0.015% 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 | $27,617 | $105,251 | $1,200 | — | — |
| 2023 | $55,007 | $87,550 | $600 | — | — |
| 2022 | -$43,002 | $76,441 | — | — | — |