Plan Snapshot
- Plan Sponsor: Immunitybio, INC.
- Sponsor EIN: 431979754
- Sponsor Address: 2040 E MARIPOSA AVE, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $70.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 678 | $70.7M | $2.9M | $8.0M |
| 2023 | 652 | $54.5M | $2.8M | $7.2M |
| 2022 | 684 | $37.8M | $2.6M | $6.4M |
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 |
|---|---|---|---|---|
| S L REED & COMPANY | ADVISOR | $116,665 | — | $116,665 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,165 | — | $50,165 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,830
- Estimated Expense Ratio: 0.236% 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 | $166,830 | $116,665 | $300 | — | — |
| 2023 | $99,743 | $83,770 | $300 | — | — |
| 2022 | $96,202 | — | — | — | — |