# The Translational Genomics Research Institute 401(k) Plan
Source: https://planprovider.pro/companies/the-translational-genomics-research-institute-401k-plan

> The Translational Genomics Research Institute's 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Translational Genomics Research Institute

- **Sponsor EIN:** 753065445

- **Sponsor Address:** 445 NORTH 5TH STREET SUITE 600, PHOENIX, AZ, 85004

- **Plan Type:** 401(k)

- **Total Participants:** 273

- **Total Assets:** $54.2M

## 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|273|$54.2M|$1.7M|$3.0M|

| 2023|307|$47.0M|$1.8M|$3.0M|

| 2022|320|$37.5M|$1.1M|$2.5M|

## 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|

| AON CONSULTING INC DBA HEWITT ASSOC|OTHER|$62,025|—|$62,025|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$44,298|—|$44,298|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,323

- **Estimated Expense Ratio:** 0.196% 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|$106,323|—|—|—|—|

| 2023|$86,157|—|—|—|—|

| 2022|$63,581|—|$63,581|—|—|

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