# Intellia Therapeutics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intellia-therapeutics-inc-364785571-001

> Intellia Therapeutics, INC.'s 401(k) plan: 637 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Intellia Therapeutics, INC.

- **Sponsor EIN:** 364785571

- **Sponsor Address:** 40 ERIE STREET, CAMBRIDGE, MA, 02139

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 637

- **Total Assets:** $77.2M

## 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.|

| 2025|637|$77.2M|$0|$0|

| 2024|526|$66.8M|$3.2M|$8.9M|

| 2023|619|$50.7M|$3.3M|$9.5M|

| 2022|590|$30.9M|$2.7M|$7.6M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$29,827|—|$29,827|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$21,251|—|$21,251|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,078

- **Estimated Expense Ratio:** 0.066% 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|

| 2025|$13,150,241|—|—|—|—|

| 2024|$58,853|—|—|—|—|

| 2023|$39,526|—|—|—|—|

| 2022|$28,036|$28,036|—|—|—|

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