Plan Snapshot
- Plan Sponsor: Vaxcyte, INC.
- Sponsor EIN: 464233385
- Sponsor Address: 825 INDUSTRIAL ROAD, SAN CARLOS, CA, 94070
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $25.5M
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 | 396 | $25.5M | $2.3M | $5.5M |
| 2023 | 260 | $13.7M | $1.4M | $3.0M |
| 2022 | 160 | $6.0M | $775,718 | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,086 | — | $50,086 |
| SILICON VALLEY RETIREMENT SERVICES | ADVISOR | $42,603 | — | $42,603 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,046 | — | $5,046 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SILICON VALLEY RETIREMENT SERVICES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,735
- Estimated Expense Ratio: 0.384% 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 | $97,735 | $47,649 | — | — | — |
| 2023 | $43,885 | $21,267 | — | — | — |
| 2022 | $297,410 | — | $20,358 | — | — |