401k Record

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Insitro 401(k)

Recordkeeping fees per participant · Insitro 401(k) Plan · plan year 2024

$11.17

Higher than 11% of the 14,075 plans $10 to 50M that report it.

Source

= $3,687 / 330
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250903161907NAL0009181955001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903161907NAL0009181955001, received 2025-09-03

10th: $10.53median $83.9490th: $217.08

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 2025-09-03.

Cost and contributions

Administrative expenses excluding investment management, per participant

$11.17

10th: $15.36median $118.8890th: $340.63

Higher than 7% of the 24,371 plans $10 to 50M that report it.

Source

= $3,687 / 330
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903161907NAL0009181955001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903161907NAL0009181955001, received 2025-09-03

Administrative expenses per participant

$68.74

10th: $26.86median $197.2590th: $456.10

Higher than 20% of the 25,098 plans $10 to 50M that report it.

Source

= $22,685 / 330
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903161907NAL0009181955001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903161907NAL0009181955001, received 2025-09-03

Administrative expenses as a share of assets

0.093%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 20% of the 25,132 plans $10 to 50M that report it.

Source

= $22,685 / $24,427,234
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903161907NAL0009181955001, received 2025-09-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903161907NAL0009181955001, received 2025-09-03

Employer contributions per participant

$6,268

10th: $664median $2,07490th: $4,751

Higher than 95% of the 24,050 plans $10 to 50M that report it.

Source

= $2,068,300 / 330
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903161907NAL0009181955001, received 2025-09-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903161907NAL0009181955001, received 2025-09-03

Employer share of total contributions

26.8%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 46% of the 24,084 plans $10 to 50M that report it.

Source

= $2,068,300 / $7,720,934
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903161907NAL0009181955001, received 2025-09-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903161907NAL0009181955001, received 2025-09-03

Plan terms, as stated in Insitro, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250903161907NAL0009181955001, received 2025-09-03

Full record, Insitro 401(k) Plan

FieldValueSource
Plan sponsorINSITRO INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250903161907NAL0009181955001, received 2025-09-03
Plan nameINSITRO 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250903161907NAL0009181955001, received 2025-09-03
Sponsor EIN / plan number82-4635443 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250903161907NAL0009181955001, received 2025-09-03
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250903161907NAL0009181955001, received 2025-09-03
Sponsor locationSOUTH SAN FRANCISCO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250903161907NAL0009181955001, received 2025-09-03
Industry (business code)541700, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250903161907NAL0009181955001, received 2025-09-03
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250903161907NAL0009181955001, received 2025-09-03
Filing received2025-09-03Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250903161907NAL0009181955001, received 2025-09-03
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250903161907NAL0009181955001, received 2025-09-03
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250903161907NAL0009181955001, received 2025-09-03
Participants, beginning of year316Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250903161907NAL0009181955001, received 2025-09-03
Active participants284Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250903161907NAL0009181955001, received 2025-09-03
Participants, end of year339Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250903161907NAL0009181955001, received 2025-09-03
Participants with an account balance330Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250903161907NAL0009181955001, received 2025-09-03
Total assets, beginning of year$15,924,093Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250903161907NAL0009181955001, received 2025-09-03
Total assets, end of year$24,427,234Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250903161907NAL0009181955001, received 2025-09-03
Net assets, end of year$24,427,234Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250903161907NAL0009181955001, received 2025-09-03
Total income$10,468,576Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250903161907NAL0009181955001, received 2025-09-03
Net income$8,503,141Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250903161907NAL0009181955001, received 2025-09-03
Employer contributions$2,068,300Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250903161907NAL0009181955001, received 2025-09-03
Participant contributions$4,808,819Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250903161907NAL0009181955001, received 2025-09-03
Other contributions (incl. rollovers)$843,815Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250903161907NAL0009181955001, received 2025-09-03
Total contributions$7,720,934Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250903161907NAL0009181955001, received 2025-09-03
Benefit payments$1,942,750Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250903161907NAL0009181955001, received 2025-09-03
Total expenses (incl. benefit payments)$1,965,435Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250903161907NAL0009181955001, received 2025-09-03
Total administrative expenses$22,685Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250903161907NAL0009181955001, received 2025-09-03
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250903161907NAL0009181955001, received 2025-09-03
Recordkeeping fees$3,687Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250903161907NAL0009181955001, received 2025-09-03
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250903161907NAL0009181955001, received 2025-09-03
Investment advisory and management fees$18,998Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250903161907NAL0009181955001, received 2025-09-03
Administrative expenses excluding investment management$3,687derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250903161907NAL0009181955001, received 2025-09-03
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250903161907NAL0009181955001, received 2025-09-03
Held in common/collective trusts$914,597Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250903161907NAL0009181955001, received 2025-09-03
Held in mutual funds$21,955,739Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250903161907NAL0009181955001, received 2025-09-03
Independent auditorBAKER TILLY US, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250903161907NAL0009181955001, received 2025-09-03

Position = column in the DOL layout for form year 2024. Filing 20250903161907NAL0009181955001, received 2025-09-03.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT 28 Investment management $18,998no
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $3,687yes

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 20250903161907NAL0009181955001, received 2025-09-03.

What changed since the 2023 plan year

Figure20232024Change
Total assets$15,924,093$24,427,23453.4%
Participants with a balance3053308.2%
Administrative expenses$11,044$22,685105.4%
Recordkeeping fees per participantnot reported$11.17
Employer contributions$1,685,313$2,068,30022.7%

Prior filing 20241003172004NAL0005956083001, received 2024-10-03; the plan years are contiguous.

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Sponsor name as filed: INSITRO INC.; SEC registrant: Insitro, Inc. (CIK 1812648, matched by EIN).