Employers › Allogene Therapeutics
Recordkeeping fees per participant · Allogene Therapeutics, Inc. 401(k) Plan · plan year 2024
$28.13
Higher than 26% of the 14,075 plans $10 to 50M that report it.
= $10,857 / 386
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250904132024NAL0016164737001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904132024NAL0016164737001, received 2025-09-04
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-04.
Administrative expenses excluding investment management, per participant
$28.13
Higher than 17% of the 24,371 plans $10 to 50M that report it.
= $10,857 / 386
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250904132024NAL0016164737001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904132024NAL0016164737001, received 2025-09-04
Administrative expenses per participant
$94.13
Higher than 26% of the 25,098 plans $10 to 50M that report it.
= $36,335 / 386
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250904132024NAL0016164737001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904132024NAL0016164737001, received 2025-09-04
Administrative expenses as a share of assets
0.083%
Higher than 18% of the 25,132 plans $10 to 50M that report it.
= $36,335 / $44,028,705
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250904132024NAL0016164737001, received 2025-09-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250904132024NAL0016164737001, received 2025-09-04
Employer contributions per participant
$4,825
Higher than 90% of the 24,050 plans $10 to 50M that report it.
= $1,862,570 / 386
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250904132024NAL0016164737001, received 2025-09-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904132024NAL0016164737001, received 2025-09-04
Employer share of total contributions
26.1%
Higher than 44% of the 24,084 plans $10 to 50M that report it.
= $1,862,570 / $7,143,903
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250904132024NAL0016164737001, received 2025-09-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250904132024NAL0016164737001, received 2025-09-04
Plan terms are described in Allogene Therapeutics, Inc.'s SEC filings: Form 10-K filed 2026-03-12. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 2K 401(m) arrangement · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250904132024NAL0016164737001, received 2025-09-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALLOGENE THERAPEUTICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Plan name | ALLOGENE THERAPEUTICS, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Sponsor EIN / plan number | 82-3562771 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Sponsor location | SOUTH SAN FRANCISCO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Filing received | 2025-09-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Participants, beginning of year | 431 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Active participants | 233 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Participants, end of year | 403 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Participants with an account balance | 386 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Total assets, beginning of year | $36,149,510 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Total assets, end of year | $44,028,705 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Net assets, end of year | $44,028,705 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Total income | $12,924,513 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Net income | $7,879,195 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Employer contributions | $1,862,570 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Participant contributions | $4,351,728 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Other contributions (incl. rollovers) | $929,605 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Total contributions | $7,143,903 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Benefit payments | $5,008,983 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Total expenses (incl. benefit payments) | $5,045,318 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Total administrative expenses | $36,335 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Recordkeeping fees | $10,857 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Investment advisory and management fees | $25,478 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Administrative expenses excluding investment management | $10,857 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Held in common/collective trusts | $24,233,595 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Held in mutual funds | $18,988,730 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250904132024NAL0016164737001, received 2025-09-04 |
| Independent auditor | PENSION ASSURANCE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250904132024NAL0016164737001, received 2025-09-04 |
Position = column in the DOL layout for form year 2024. Filing 20250904132024NAL0016164737001, received 2025-09-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $12,978 | no |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $12,500 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $10,857 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250904132024NAL0016164737001, received 2025-09-04.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $36,149,510 | $44,028,705 | 21.8% |
| Participants with a balance | 411 | 386 | -6.1% |
| Administrative expenses | $-20,471 | $36,335 | |
| Recordkeeping fees per participant | not reported | $28.13 | |
| Employer contributions | $2,459,350 | $1,862,570 | -24.3% |
Prior filing 20240806174836NAL0005791922001, received 2024-08-06; the plan years are contiguous.
Sponsor name as filed: ALLOGENE THERAPEUTICS, INC.; SEC registrant: Allogene Therapeutics, Inc. (CIK 1737287, matched by EIN; display name from the Form 10-K cover).