Plan Snapshot
- Plan Sponsor: The Scripps Research Institute
- Sponsor EIN: 330435954
- Sponsor Address: 10550 NORTH TORREY PINES ROAD, LA JOLLA, CA, 92037
- Plan Type: DB
- Total Participants: 251
- Total Assets: $64.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 251 | $64.9M | $1.7M | $0 |
| 2023 | 268 | $61.5M | $2.4M | $0 |
| 2022 | 294 | $65.2M | $1.1M | $0 |
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 | $26,830 | — | $26,830 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,830
- Estimated Expense Ratio: 0.041% 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 | $561,979 | $189,572 | — | $26,830 | — |
| 2023 | $566,395 | $232,352 | — | $24,129 | — |
| 2022 | $613,759 | $167,363 | — | — | $446,396 |