Plan Snapshot
- Plan Sponsor: Recursion Pharmaceuticals INC.
- Sponsor EIN: 464099738
- Sponsor Address: 41 S. RIO GRANDE ST., SALT LAKE CITY, UT, 84101
- Plan Type: 401(k)
- Total Participants: 453
- Total Assets: $53.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 453 | $53.8M | $4.1M | $7.1M |
| 2023 | 431 | $40.3M | $4.2M | $7.2M |
| 2022 | 467 | $24.3M | $3.5M | $6.0M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $85,748 | — | $85,748 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $67,391 | — | $67,391 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $13,462 | — | $13,462 |
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,601
- Estimated Expense Ratio: 0.309% 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 | $166,601 | $99,210 | — | — | — |
| 2023 | $112,586 | $66,087 | — | — | — |
| 2022 | $78,871 | $3,863 | — | — | — |