Plan Snapshot
- Plan Sponsor: Ultragenyx Pharmaceutical INC.
- Sponsor EIN: 272546083
- Sponsor Address: 60 LEVERONI COURT, NOVATO, CA, 94949
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,527
- Total Assets: $279.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 1,527 | $279.5M | $0 | $0 |
| 2024 | 1,082 | $217.9M | $9.7M | $22.2M |
| 2023 | 1,090 | $166.4M | $9.7M | $22.0M |
| 2022 | 1,155 | $117.3M | $8.5M | $19.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $84,529 | — | $84,529 |
| SAGEVIEW ADVISORY GROUP, LLC | Other Service Provider | $21,855 | — | $21,855 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,384
- Estimated Expense Ratio: 0.038% 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 |
|---|---|---|---|---|---|
| 2025 | $20,526,885 | $84,529 | — | — | — |
| 2024 | $109,930 | $76,940 | — | — | — |
| 2023 | $74,914 | $53,079 | $300 | — | — |
| 2022 | $67,875 | $39,400 | — | — | — |