Plan Ledger DOL Form 5500 · updated monthly

Adaptimmune, LLC401(k)

ADAPTIMMUNE LLC RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Adaptimmune, LLC reported $76,244 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $7,025 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,232nd-largest of 3,651 plans among Pennsylvania employers on file, and the 4,686th of 13,661 in manufacturing. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 223 to 270 since 2022.

Plan summary
Net assets, end of year$28,371,384
Participants with balances347
Active participants270
Employer contributions$1,896,863
Employee contributions$3,283,721
Employer contribution per active participant$7,025
Average account balance$81,762
Benefits paid to participants$3,079,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 347 accts · $1.9M emplr
2023$22.6M · 318 accts · $1.5M emplr
2022$16.8M · 296 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,251
Investment management$35,993
Total administrative$76,244
The Adaptimmune, LLC 401(k) match · 2024
Employer contribution per active participant$7,025
Median for plans this size$2,416
2024$7,025 per active participant
2023$6,640 per active participant
2022$7,367 per active participant

Adaptimmune, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,250
CREATIVE PLANNING, LLC · Investment advisory (plan)$35,986

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$76,244 · 0.30%
2023$67,968 · 0.35%
2022$63,567 · 0.38%
Same employer
Similar plansManufacturing · Pennsylvania
Dura-Bond Industries, Inc. PA$29.1M · 0.03%
Elg Haniel Metals Corp. PA$29.0M · 0.33%
Sandmeyer Steel Company PA$28.9M · 0.01%
Wuxi Biologics USA, LLC PA$28.7M · 0.35%
Robroy Industries, Inc. PA$27.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274919915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.