Plan Snapshot
- Plan Sponsor: The Scripps Research Institute
- Sponsor EIN: 330435954
- Sponsor Address: 10550 NORTH TORREY PINES ROAD, LA JOLLA, CA, 92037
- Plan Type: DC
- Total Participants: 1,013
- Total Assets: $27.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,013 | $27.7M | $1.9M | $0 |
| 2023 | 894 | $23.8M | $1.8M | $0 |
| 2022 | 633 | $19.5M | $1.6M | $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 | $10,160 | — | — | — | — |
| 2023 | $10,067 | — | — | — | — |
| 2022 | $12,677 | — | — | — | — |