Plan Snapshot
- Plan Sponsor: Origene Technologies, INC.
- Sponsor EIN: 650626270
- Sponsor Address: 9620 MEDICAL CENTER DR STE 200, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 227
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 227 | $28.9M | $0 | $0 |
| 2024 | 159 | $24.2M | $516,611 | $1.1M |
| 2023 | 139 | $20.4M | $477,278 | $1.0M |
| 2022 | 137 | $16.2M | $428,319 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $34,721 | — | $34,721 |
| THE CAPITAL GROUP INV ADVISORY | Investment Advisor | $30,000 | — | $30,000 |
| THE BALDWIN GROUP WEALTH ADVISORS | Investment Advisor | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,721
- Estimated Expense Ratio: 0.258% 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 | $993,388 | $40,000 | — | — | — |
| 2024 | $71,975 | $40,000 | — | — | — |
| 2023 | $69,390 | $40,000 | — | — | — |
| 2022 | $58,856 | — | — | — | — |