Plan Ledger DOL Form 5500 · updated monthly

Capsida Biotherapeutics, Inc.401(k)

CAPSIDA BIOTHERAPEUTICS, INC. 401(K) PLAN · THOUSAND OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Capsida Biotherapeutics, Inc. reported $4,922 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.110%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,922nd of 9,483), and 7,766th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,252,507
Participants with balances139
Active participants116
Employer contributions$0
Employee contributions$1,387,561
Employer contribution per active participant$0
Average account balance$37,788
Benefits paid to participants$446,533
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.3M · 139 accts
2023$3.7M · 145 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,268
Investment management$3,654
Total administrative$4,922
The Capsida Biotherapeutics, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Capsida Biotherapeutics, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Administrative cost history2
2024$4,922 · 0.11%
2023$3,317 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · California
Baker Places, Inc. CA$5.2M · 1.07%
Synovation Holdings, LLC CA$5.2M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834673583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.