# Immunitybio, INC. 401(k) Plan
Source: https://planprovider.pro/companies/immunitybio-inc-401k-plan

> Immunitybio, INC.'s 401(k) plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|—|—|

## Similar Plans

- [Meridianlink, INC.](https://planprovider.pro/companies/meridianlink-inc-401k-plan-001) — 678 participants

- [Gofundme, INC.](https://planprovider.pro/companies/gofundme-inc-401k-plan) — 684 participants

- [Standish Management, LLC](https://planprovider.pro/companies/standish-management-llc-plan-001) — 672 participants

- [Searchpros Staffing LLC](https://planprovider.pro/companies/searchpros-staffing-llc-401k-plan) — 689 participants

- [Pagerduty, INC.](https://planprovider.pro/companies/pagerduty-inc-401k-plan) — 697 participants

- [Mercury Technologies, INC](https://planprovider.pro/companies/mercury-technologies-inc-401k-plan) — 658 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/immunitybio-inc-401k-plan)

© 2026 PlanProvider.Pro