Employers › Biora Therapeutics
Recordkeeping fees per participant · Biora Therapeutics Retirement Plan · plan year 2023
$29.57
Higher than 31% of the 13,318 plans $10 to 50M that report it.
= $7,836 / 265
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241013110707NAL0014021027001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013110707NAL0014021027001, received 2024-10-13
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 2023-01-01 to 2023-12-31, filing received 2024-10-13.
Administrative expenses excluding investment management, per participant
$29.57
Higher than 21% of the 23,494 plans $10 to 50M that report it.
= $7,836 / 265
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241013110707NAL0014021027001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013110707NAL0014021027001, received 2024-10-13
Administrative expenses per participant
$139.17
Higher than 41% of the 24,286 plans $10 to 50M that report it.
= $36,880 / 265
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241013110707NAL0014021027001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013110707NAL0014021027001, received 2024-10-13
Administrative expenses as a share of assets
0.182%
Higher than 35% of the 24,321 plans $10 to 50M that report it.
= $36,880 / $20,214,863
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241013110707NAL0014021027001, received 2024-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241013110707NAL0014021027001, received 2024-10-13
Employer contributions per participant
$1,847
Higher than 45% of the 23,376 plans $10 to 50M that report it.
= $489,497 / 265
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241013110707NAL0014021027001, received 2024-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013110707NAL0014021027001, received 2024-10-13
Employer share of total contributions
32.5%
Higher than 66% of the 23,409 plans $10 to 50M that report it.
= $489,497 / $1,505,432
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241013110707NAL0014021027001, received 2024-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241013110707NAL0014021027001, received 2024-10-13
Plan terms are described in Biora Therapeutics, Inc.'s SEC filings: Form 10-K filed 2024-04-01. 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 · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241013110707NAL0014021027001, received 2024-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BIORA THERAPEUTICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Plan name | BIORA THERAPEUTICS RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Sponsor EIN / plan number | 27-3950390 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Industry (business code) | 621510, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Filing received | 2024-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Participants, beginning of year | 315 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Active participants | 58 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Participants, end of year | 278 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Participants with an account balance | 265 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Total assets, beginning of year | $19,964,547 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Total assets, end of year | $20,214,863 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Net assets, end of year | $20,214,863 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Total income | $4,901,941 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Net income | $250,316 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Employer contributions | $489,497 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Participant contributions | $900,695 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Other contributions (incl. rollovers) | $115,240 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Total contributions | $1,505,432 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Benefit payments | $4,614,745 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Total expenses (incl. benefit payments) | $4,651,625 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Total administrative expenses | $36,880 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Recordkeeping fees | $7,836 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Investment advisory and management fees | $29,044 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Administrative expenses excluding investment management | $7,836 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Held in common/collective trusts | $418,161 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Held in mutual funds | $19,762,705 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241013110707NAL0014021027001, received 2024-10-13 |
| Independent auditor | BAKER TILLY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241013110707NAL0014021027001, received 2024-10-13 |
Position = column in the DOL layout for form year 2023. Filing 20241013110707NAL0014021027001, received 2024-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC.recordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees | $29,044 | no |
| ADP, INC.recordkeeper | RECORD KEEPER | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $7,835 | yes |
| ADP BROKER-DEALERrecordkeeper | RECORD KEEPER | 60 Sub-transfer agency fees; 59 Shareholder servicing fees | $0 | 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 20241013110707NAL0014021027001, received 2024-10-13.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: BIORA THERAPEUTICS, INC.; SEC registrant: BIORA THERAPEUTICS, INC. (CIK 1580063, matched by EIN; display name from the Form 10-K cover).