Plan Snapshot
- Plan Sponsor: Oxford Nanopore Technologies, INC.
- Sponsor EIN: 453413050
- Sponsor Address: 101 6TH AVENUE, FLOOR 7, NEW YORK, NY, 10013
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 238
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 238 | $19.5M | $0 | $0 |
| 2024 | 201 | $13.8M | $1.8M | $2.6M |
| 2023 | 164 | $8.2M | $1.2M | $1.8M |
| 2022 | 105 | $4.3M | $672,866 | $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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Other Service Provider | $55,329 | — | $55,329 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Other Service Provider | $26,414 | — | $26,414 |
| RPA FINANCIAL LLC | Other Service Provider | $5,373 | — | $5,373 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,116
- Estimated Expense Ratio: 0.446% 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 | $1,749,851 | $5,373 | — | — | — |
| 2024 | $72,481 | $4,362 | — | — | — |
| 2023 | $32,788 | — | — | — | — |
| 2022 | $123,764 | — | — | — | — |