Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Sangamo Therapeutics
Sangamo Therapeutics 401(k)
- SGMOQ OTC
- Professional, scientific, and technical services
- Richmond, CA
- EIN 68-0359556
- 1 plan with Schedule H financials
- Plan year 2024
- Sangamo Therapeutics, Inc.
- SEC registrant Sangamo Therapeutics, Inc
Filed as negative.Schedule H line 2i(3) is reported as -$32,164. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Sangamo Therapeutics Inc. 401(k) Profit Sharing Plan and Trust · plan year 2024
$62,513,298
424 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730002619NAL0007097730001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730002619NAL0007097730001, received 2025-07-30
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 2025-07-30.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 424
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730002619NAL0007097730001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730002619NAL0007097730001, received 2025-07-30
Administrative expenses per participant
$126.90
Higher than 48% of the 9,042 plans $50 to 250M that report it.
Source
= $53,804 / 424
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730002619NAL0007097730001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730002619NAL0007097730001, received 2025-07-30
Administrative expenses as a share of assets
0.086%
Higher than 32% of the 9,049 plans $50 to 250M that report it.
Source
= $53,804 / $62,513,298
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730002619NAL0007097730001, received 2025-07-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730002619NAL0007097730001, received 2025-07-30
Employer contributions per participant
$2,827
Higher than 52% of the 9,105 plans $50 to 250M that report it.
Source
= $1,198,533 / 424
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730002619NAL0007097730001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730002619NAL0007097730001, received 2025-07-30
Employer share of total contributions
21.6%
Higher than 24% of the 9,112 plans $50 to 250M that report it.
Source
= $1,198,533 / $5,543,770
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730002619NAL0007097730001, received 2025-07-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730002619NAL0007097730001, received 2025-07-30
Plan terms, as stated in Sangamo Therapeutics, Inc.'s SEC filings
Employer match
“The Company matched employee contributions equal to 100% in 2025 and 2024, up to a limit of $5,000.”
Form 10-K filed 2026-03-30, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“Matching funds are fully vested when contributed.”
Form 10-K filed 2026-03-30, 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 · 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 20250730002619NAL0007097730001, received 2025-07-30
Full record, Sangamo Therapeutics Inc. 401(k) Profit Sharing Plan and Trust
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SANGAMO THERAPEUTICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Plan name | SANGAMO THERAPEUTICS INC. 401(K) PROFIT SHARING PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Sponsor EIN / plan number | 68-0359556 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Sponsor location | RICHMOND, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Industry (business code) | 541700, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Filing received | 2025-07-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Participants, beginning of year | 511 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Active participants | 181 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Participants, end of year | 438 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Participants with an account balance | 424 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Total assets, beginning of year | $55,271,426 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Total assets, end of year | $62,513,298 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Net assets, end of year | $62,513,298 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Total income | $14,784,883 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Net income | $7,241,872 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Employer contributions | $1,198,533 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Participant contributions | $4,344,925 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Other contributions (incl. rollovers) | $312 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Total contributions | $5,543,770 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Benefit payments | $7,489,207 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Total expenses (incl. benefit payments) | $7,543,011 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Total administrative expenses | $53,804 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Recordkeeping fees | -$32,164 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Investment advisory and management fees | $85,968 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Held in common/collective trusts | $956,653 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Held in mutual funds | $61,376,012 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250730002619NAL0007097730001, received 2025-07-30 |
| Independent auditor | JGD & ASSOCIATES | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250730002619NAL0007097730001, received 2025-07-30 |
Position = column in the DOL layout for form year 2024. Filing 20250730002619NAL0007097730001, received 2025-07-30.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | 27 Investment advisory (plan) | $85,968 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $-32,164 | 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 20250730002619NAL0007097730001, received 2025-07-30.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $55,271,426 | $62,513,298 | 13.1% |
| Participants with a balance | 492 | 424 | -13.8% |
| Administrative expenses | $23,879 | $53,804 | 125.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,751,825 | $1,198,533 | -31.6% |
Prior filing 20241015145505NAL0030054209001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: SANGAMO THERAPEUTICS, INC.; SEC registrant: SANGAMO THERAPEUTICS, INC (CIK 1001233, matched by EIN; display name from the Form 10-K cover).