Irobot Fund For The Future 401(k) Plan
Sponsored by Irobot Corporation · EIN 770259335 · Plan #001
- Total assets
- $185M
- Net assets
- $185M
- Active participants
- 332
- With balances
- 1,175
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $112,367 |
| Merrill Lynch Pierce Fenner & Smit | Investment advisory (plan) | $70,000 |
| Worthington, Hughes & Hoar, P.C. | Accounting | $17,300 |