Plan Snapshot
- Plan Sponsor: La Jolla Institute For Immunology
- Sponsor EIN: 330328688
- Sponsor Address: 9420 ATHENA CIRCLE, LA JOLLA, CA, 92037
- Plan Type: 403(b)
- Total Participants: 347
- Total Assets: $90.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 347 | $90.2M | $3.3M | $1.9M |
| 2023 | 311 | $79.6M | $3.2M | $1.9M |
| 2022 | 395 | $69.0M | $2.8M | $1.7M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $173,194 | — | $173,194 | — | — |
| 2023 | $144,379 | — | $144,379 | — | — |
| 2022 | $150,621 | — | $150,621 | — | — |