Plan Snapshot
- Plan Sponsor: The Scripps Research Institute
- Sponsor EIN: 330435954
- Sponsor Address: 10550 N TORREY PINES ROAD, LA JOLLA, CA, 92037
- Plan Type: 403(b)
- Total Participants: 2,740
- Total Assets: $272.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,740 | $272.5M | $573,477 | $8.6M |
| 2023 | 1,355 | $242.4M | $554,784 | $8.0M |
| 2022 | 1,324 | $216.8M | $496,965 | $7.7M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $153,083 | — | — | — | — |
| 2023 | $161,261 | — | — | — | — |
| 2022 | $146,837 | — | — | — | — |