Plan Ledger DOL Form 5500 · updated monthly

Caribou Biosciences, Inc.401(k)

CARIBOU BIOSCIENCES, INC. RETIREMENT TRUST · BERKELEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Caribou Biosciences, Inc. reported $5,739 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,593 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 1 year on file its reported administrative ratio fell from 0.17% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,832nd-largest of 9,483 plans among California employers on file, and the 5,815th of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,544,304
Participants with balances206
Active participants148
Employer contributions$1,271,693
Employee contributions$2,613,480
Employer contribution per active participant$8,593
Average account balance$90,021
Benefits paid to participants$1,262,356
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$18.5M · 206 accts · $1.3M emplr
2023$12.4M · 185 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,618
Investment management$121
Total administrative$5,739
The Caribou Biosciences, Inc. 401(k) match · 2024
Employer contribution per active participant$8,593
Median for plans this size$2,416
2024$8,593 per active participant
2023$6,336 per active participant

Caribou Biosciences, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,618

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

Administrative cost history2
2024$5,739 · 0.04%
2023$16,637 · 0.17%
Same employer
Similar plansProfessional & Technical Services · California
Flock Freight Inc. CA$18.6M · 0.18%
Tca Architects, Inc. CA$18.5M · 0.48%
Zoho Corporation CA$18.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453728228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.