Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Intellia Therapeutics
Intellia Therapeutics 401(k)
- NTLA Nasdaq
- Professional, scientific, and technical services
- Cambridge, MA
- EIN 36-4785571
- 1 plan with Schedule H financials
- Plan year 2024
- Intellia Therapeutics, Inc.
Administrative expenses excluding investment management, per participant · Intellia TX, Inc. 401(k) Plan · plan year 2024
$84.08
Higher than 44% of the 8,758 plans $50 to 250M that report it.
Source
= $58,853 / 700
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250408093851NAL0033984706001, received 2025-04-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250408093851NAL0033984706001, received 2025-04-08
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-04-08.
Cost and contributions
Administrative expenses per participant
$84.08
Higher than 29% of the 9,042 plans $50 to 250M that report it.
Source
= $58,853 / 700
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250408093851NAL0033984706001, received 2025-04-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250408093851NAL0033984706001, received 2025-04-08
Administrative expenses as a share of assets
0.088%
Higher than 33% of the 9,049 plans $50 to 250M that report it.
Source
= $58,853 / $66,807,817
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250408093851NAL0033984706001, received 2025-04-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250408093851NAL0033984706001, received 2025-04-08
Employer contributions per participant
$4,503
Higher than 73% of the 9,105 plans $50 to 250M that report it.
Source
= $3,151,854 / 700
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250408093851NAL0033984706001, received 2025-04-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250408093851NAL0033984706001, received 2025-04-08
Employer share of total contributions
22.9%
Higher than 28% of the 9,112 plans $50 to 250M that report it.
Source
= $3,151,854 / $13,771,790
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250408093851NAL0033984706001, received 2025-04-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250408093851NAL0033984706001, received 2025-04-08
Plan terms, as stated in Intellia Therapeutics, Inc.'s SEC filings
Employer match
“The Company makes matching contributions of 50% of the first 6% of employee contributions.”
Form 10-K filed 2026-02-26, 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
2G fully participant-directed · 2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250408093851NAL0033984706001, received 2025-04-08
Full record, Intellia TX, Inc. 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INTELLIA THERAPEUTICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Plan name | INTELLIA TX, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Sponsor EIN / plan number | 36-4785571 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Sponsor location | CAMBRIDGE, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Filing received | 2025-04-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Participants, beginning of year | 746 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Active participants | 526 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Participants, end of year | 708 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Participants with an account balance | 700 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Total assets, beginning of year | $50,730,223 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Total assets, end of year | $66,807,817 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Net assets, end of year | $66,807,817 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Total income | $21,976,955 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Net income | $16,077,594 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Employer contributions | $3,151,854 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Participant contributions | $8,884,248 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Other contributions (incl. rollovers) | $1,735,688 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Total contributions | $13,771,790 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Benefit payments | $5,840,508 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Total expenses (incl. benefit payments) | $5,899,361 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Total administrative expenses | $58,853 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Administrative expenses excluding investment management | $58,853 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Held in common/collective trusts | $364,007 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Held in mutual funds | $66,025,374 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250408093851NAL0033984706001, received 2025-04-08 |
| Independent auditor | CARON & BLETZER, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250408093851NAL0033984706001, received 2025-04-08 |
Position = column in the DOL layout for form year 2024. Filing 20250408093851NAL0033984706001, received 2025-04-08.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISORS BROKER DEALER | 33 Securities brokerage; 99 Other fees | $116,275 | no |
| EMPOWER ADVISORY GROUP, LLC | INVEST MGMT | 28 Investment management | $16,619 | no |
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 20250408093851NAL0033984706001, received 2025-04-08.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $50,730,223 | $66,807,817 | 31.7% |
| Participants with a balance | 737 | 700 | -5.0% |
| Administrative expenses | $39,526 | $58,853 | 48.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $3,297,096 | $3,151,854 | -4.4% |
Prior filing 20240428184454NAL0036070402001, received 2024-04-28; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: INTELLIA THERAPEUTICS, INC.; SEC registrant: Intellia Therapeutics, Inc. (CIK 1652130, matched by EIN; display name from the Form 10-K cover).