Plan Snapshot
- Plan Sponsor: Yottaa, INC.
- Sponsor EIN: 264723506
- Sponsor Address: 333 WYMAN STREET, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 49 | $6.1M | $0 | $643,426 |
| 2024 | 64 | $5.9M | $0 | $978,118 |
| 2023 | 80 | $5.4M | $0 | $1.2M |
| 2022 | 118 | $4.0M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $1,731,764 | — | — | — | — |
| 2024 | $6,777 | $4,267 | — | — | — |
| 2023 | $13,257 | $11,089 | — | — | — |
| 2022 | $390,607 | — | — | — | — |