Plan Ledger DOL Form 5500 · updated monthly

Geron Corporation401(k)

GERON 401(K) PLAN · FOSTER CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Geron Corporation reported $64,996 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $7,516 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 3 years on file its reported administrative ratio has held roughly steady near 0.16%. 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 1,883rd-largest of 9,483 plans among California employers on file, and the 2,934th of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 85 to 222 since 2022.

Plan summary
Net assets, end of year$46,257,068
Participants with balances293
Active participants222
Employer contributions$1,668,582
Employee contributions$4,141,489
Employer contribution per active participant$7,516
Average account balance$157,874
Benefits paid to participants$3,729,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 293 accts · $1.7M emplr
2023$35.6M · 207 accts · $1.1M emplr
2022$31.9M · 174 accts · $753K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,907
Investment management$34,089
Total administrative$64,996
The Geron Corporation 401(k) match · 2024
Employer contribution per active participant$7,516
Median for plans this size$2,416
2024$7,516 per active participant
2023$8,478 per active participant
2022$8,859 per active participant

Geron Corporation'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,907
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$22,500
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$7,500

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$64,996 · 0.16%
2023$59,442 · 0.18%
2022$52,541 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Dahlin Group, Inc. CA$47.2M · 0.00%
Insight Investments Corp. CA$46.9M · 0.22%
Watg Holdings, Inc. CA$46.9M · 0.35%
Omada Health, Inc. CA$45.8M · 0.22%
Complete Genomics Inc. CA$45.5M · 0.09%
Wpromote, LLC CA$45.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752287752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.