Plan Snapshot
- Plan Sponsor: Adaptimmune, LLC
- Sponsor EIN: 274919915
- Sponsor Address: 351 ROUSE BLVD, PHILADELPHIA, PA, 191121903
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 270 | $28.4M | $1.9M | $3.3M |
| 2023 | 221 | $22.6M | $1.5M | $2.5M |
| 2022 | 223 | $16.8M | $1.6M | $2.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $40,250 | — | $40,250 |
| CREATIVE PLANNING, LLC | Investment Advisor | $35,986 | $14 | $36,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,250
- Estimated Expense Ratio: 0.269% 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 | $76,244 | $35,993 | $40,251 | — | — |
| 2023 | $67,968 | $35,993 | $31,975 | — | — |
| 2022 | $63,567 | $35,994 | $27,573 | — | — |