# Santa Cruz Biotechnology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santa-cruz-biotechnology-inc-401k-plan

> Santa Cruz Biotechnology, INC.'s 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Santa Cruz Biotechnology, INC.

- **Sponsor EIN:** 770289144

- **Sponsor Address:** 10410 FINNELL STREET, DALLAS, TX, 75220

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

- **Total Participants:** 152

- **Total Assets:** $28.3M

## 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|152|$28.3M|$112,154|$609,330|

| 2023|171|$24.4M|$116,455|$582,183|

| 2022|155|$19.8M|$95,213|$522,328|

## 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|$6,838|—|$6,838|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,700|—|$5,700|

| SST ACCOUNTANTS & CONSULTANTS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,538

- **Estimated Expense Ratio:** 0.044% 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|$12,288|$5,700|—|—|—|

| 2023|$9,057|$2,471|—|—|—|

| 2022|$11,972|$2,312|—|—|—|

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