Plan Snapshot
- Plan Sponsor: Iota Biosciences, INC.
- Sponsor EIN: 821192678
- Sponsor Address: 400 WIND RIVER WAY, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $12.0M
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 | 130 | $12.0M | $1.6M | $2.6M |
| 2023 | 152 | $6.8M | $1.1M | $2.0M |
| 2022 | 106 | $2.8M | $709,980 | $1.2M |
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 |
|---|---|---|---|---|
| FRANK, RIMERMAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN & CO. 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 | -$2,053 | — | — | — | — |
| 2023 | $312,205 | — | $563 | — | — |
| 2022 | $50,698 | — | $288 | — | — |