Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Inovio Pharmaceuticals
Inovio Pharmaceuticals 401(k)
- INO Nasdaq
- Professional, scientific, and technical services
- San Diego, CA
- EIN 33-0969592
- 1 plan with Schedule H financials
- Plan year 2024
- Inovio Pharmaceuticals, Inc.
Administrative expenses excluding investment management, per participant · Inovio Pharmaceuticals, Inc. 401(k) Plan · plan year 2024
$299.02
Higher than 86% of the 24,371 plans $10 to 50M that report it.
Source
= $79,838 / 267
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828171237NAL0010666273001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171237NAL0010666273001, received 2025-08-28
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 2025-08-28.
Cost and contributions
Administrative expenses per participant
$299.02
Higher than 72% of the 25,098 plans $10 to 50M that report it.
Source
= $79,838 / 267
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171237NAL0010666273001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171237NAL0010666273001, received 2025-08-28
Administrative expenses as a share of assets
0.213%
Higher than 37% of the 25,132 plans $10 to 50M that report it.
Source
= $79,838 / $37,551,499
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171237NAL0010666273001, received 2025-08-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828171237NAL0010666273001, received 2025-08-28
Employer contributions per participant
$3,599
Higher than 81% of the 24,050 plans $10 to 50M that report it.
Source
= $960,838 / 267
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171237NAL0010666273001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171237NAL0010666273001, received 2025-08-28
Employer share of total contributions
30.0%
Higher than 58% of the 24,084 plans $10 to 50M that report it.
Source
= $960,838 / $3,207,651
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171237NAL0010666273001, received 2025-08-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828171237NAL0010666273001, received 2025-08-28
Plan terms, as stated in Inovio Pharmaceuticals, Inc.'s SEC filings
Employer match
“matches 50% of its employees’ contributions, up to 6% of their annual compensation.”
Form 10-K filed 2026-03-12, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250828171237NAL0010666273001, received 2025-08-28
Full record, Inovio Pharmaceuticals, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INOVIO PHARMACEUTICALS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Plan name | INOVIO PHARMACEUTICALS, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Sponsor EIN / plan number | 33-0969592 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Filing received | 2025-08-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Participants, beginning of year | 316 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Active participants | 124 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Participants, end of year | 278 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Participants with an account balance | 267 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Total assets, beginning of year | $37,333,693 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Total assets, end of year | $37,551,499 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Net assets, end of year | $37,551,499 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Total income | $8,608,685 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Net income | $217,806 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Employer contributions | $960,838 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Participant contributions | $2,246,813 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Total contributions | $3,207,651 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Benefit payments | $8,311,041 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Total expenses (incl. benefit payments) | $8,390,879 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Total administrative expenses | $79,838 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Contract administrator fees | $79,838 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Administrative expenses excluding investment management | $79,838 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250828171237NAL0010666273001, received 2025-08-28 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250828171237NAL0010666273001, received 2025-08-28 |
Position = column in the DOL layout for form year 2024. Filing 20250828171237NAL0010666273001, received 2025-08-28.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | NONE | 17 Consulting (pension); 27 Investment advisory (plan); 51 Investment management fees paid directly by plan | $61,231 | |
| MINNESOTA LIFE INSURANCE COMPANYrecordkeeper | NONE | 13 Contract administrator; 15 Recordkeeping and information management; 28 Investment management; 34 Valuation (appraisals etc.); 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 64 Recordkeeping fees; 65 Account maintenance fees | $39,747 |
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 20250828171237NAL0010666273001, received 2025-08-28.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $37,333,693 | $37,551,499 | 0.6% |
| Participants with a balance | 306 | 267 | -12.7% |
| Administrative expenses | $76,404 | $79,838 | 4.5% |
| Recordkeeping fees per participant | $225.84 | not reported | |
| Employer contributions | $1,358,996 | $960,838 | -29.3% |
Prior filing 20241010091140NAL0033670832001, received 2024-10-10; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: INOVIO PHARMACEUTICALS, INC.; SEC registrant: INOVIO PHARMACEUTICALS, INC. (CIK 1055726, matched by EIN; display name from the Form 10-K cover).