# Poseida Therapeutics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/poseida-therapeutics-inc-401k-plan

> Poseida Therapeutics, INC.'s 401(k) plan: 348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Poseida Therapeutics, INC.

- **Sponsor EIN:** 472846548

- **Sponsor Address:** 9390 TOWNE CENTRE DRIVE, SUITE 200, SAN DIEGO, CA, 92121

- **Plan Type:** 401(k)

- **Total Participants:** 348

- **Total Assets:** $36.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|348|$36.7M|$2.0M|$5.3M|

| 2023|328|$26.6M|$1.9M|$4.7M|

| 2022|311|$16.3M|$1.6M|$3.7M|

## 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|

| JOHN HANCOCK|RETAINED BY CLIENT|$54,321|—|$54,321|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,321

- **Estimated Expense Ratio:** 0.148% 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|

| 2024|$54,296|$4,500|$49,796|—|—|

| 2023|$35,134|$1,700|$33,434|—|—|

| 2022|$14,921|$266|$14,655|—|—|

## Similar Plans

- [La Jolla Institute For Immunology](https://planprovider.pro/companies/la-jolla-institute-for-immunology-403b-plan) — 347 participants

- [Sutro Biopharma, INC.](https://planprovider.pro/companies/sutro-biopharma-inc-401k-plan) — 340 participants

- [Pivot Bio](https://planprovider.pro/companies/pivot-bio-401k-plan) — 332 participants

- [Travere Therapeutics, INC.](https://planprovider.pro/companies/travere-therapeutics-inc-401k-plan) — 365 participants

- [Sri International](https://planprovider.pro/companies/sri-international-401k-plan-006) — 331 participants

- [Vir Biotechnology, INC.](https://planprovider.pro/companies/vir-biotechnology-inc-401k-plan) — 370 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/poseida-therapeutics-inc-401k-plan)

© 2026 PlanProvider.Pro