Plan Snapshot
- Plan Sponsor: Ionis Pharmaceuticals, INC.
- Sponsor EIN: 330336973
- Sponsor Address: 2855 GAZELLE COURT, CARLSBAD, CA, 92010
- Plan Type: 401(k)
- Total Participants: 1,043
- Total Assets: $316.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,043 | $316.0M | $9.3M | $18.9M |
| 2023 | 897 | $254.8M | $7.6M | $15.5M |
| 2022 | 760 | $195.1M | $6.1M | $12.3M |
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 |
|---|---|---|---|---|
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES 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 | $74,452 | $132,510 | $1,200 | — | — |
| 2023 | $4,992 | $104,796 | $300 | — | — |
| 2022 | $36,828 | — | — | — | — |