Plan Snapshot
- Plan Sponsor: Allogene Therapeutics, INC.
- Sponsor EIN: 823562771
- Sponsor Address: 210 E. GRAND AVE, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 233 | $44.0M | $1.9M | $4.4M |
| 2023 | 298 | $36.1M | $2.5M | $5.6M |
| 2022 | 360 | $25.7M | $2.3M | $5.2M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $36,335 | $25,478 | — | — | — |
| 2023 | -$20,471 | $9,976 | — | — | — |
| 2022 | -$14,623 | $8,967 | — | — | — |