Plan Snapshot
- Plan Sponsor: Sutro Biopharma, INC.
- Sponsor EIN: 470926186
- Sponsor Address: 111 OYSTER POINT BLVD, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $43.9M
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. |
|---|---|---|---|---|
| 2024 | 340 | $43.9M | $1.4M | $6.0M |
| 2023 | 324 | $31.5M | $1.0M | $5.2M |
| 2022 | 288 | $20.6M | $846,377 | $3.5M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $74,153 | — | $74,153 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,206 | — | $19,206 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,359
- Estimated Expense Ratio: 0.213% 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 | $94,393 | $75,187 | — | — | — |
| 2023 | $113,808 | $40,662 | — | — | — |
| 2022 | $77,797 | — | — | — | — |