Plan Snapshot
- Plan Sponsor: The Scripps Research Institute
- Sponsor EIN: 330435954
- Sponsor Address: 10550 N. TORREY PINES RD, TPC11, LA JOLLA, CA, 920370000
- Plan Type: DC
- Total Participants: 646
- Total Assets: $304.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 646 | $304.3M | $9.6M | $0 |
| 2023 | 634 | $259.0M | $9.2M | $0 |
| 2022 | 544 | $227.2M | $8.7M | $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 | — | — | $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 | $89,415 | — | — | — | — |
| 2023 | $87,261 | — | — | — | — |
| 2022 | $87,444 | — | — | — | — |