Retirement plan

AMYRIS, INC. 401(K) PLAN

Name: AMYRIS, INC. - AMYRIS, INC. 401(K) PLAN (2024) Form 5500
Creator: AMYRIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMYRIS, INC. 401(K) PLAN, AMYRIS, INC.

AMYRIS, INC.EIN 55-0856151Plan #001PY 2024

5885 HOLLIS ST., SUITE 100 - EMERYVILLE, CA 94608510-450-0761amyris.comLinkedIn501-1000 employeesbiotechnology

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$98.6M

+4.9% from 2023

Total participants

943

-14.1% from 2023

Average account balance

$106,417

+17.4% from 2023

Annual return

16.20%

-8.31 pp from 2023

Benchmarks

See 1,848 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,848 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$98.65M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$106K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

927

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.62M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-35

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC9 years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$34,000
MOSS ADAMS LLP9 years Service code 10 · EIN 91-0189318	Accounting	$24,150
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$19,040
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$109,749

Plan features & details

Pension benefit codes2G2J2T2F3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

-$33K

$-132 / participant

Investment mgmt$53K0.0%
Contract admin$3000.0%

% of EOY assets

-0.033%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US,LLP
Auditor EIN: 301413443
Audit fees: $24,150
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,417

$78,562+35.5%

$105,608+0.8%

$74,429+43.0%

Participation rate

93.5%

72.8%+20.7pp

75.3%+18.2pp

67.2%+26.3pp

Annual return

16.20%

15.94%+0.3pp

116.50%-100.3pp

1368.38%-1352.2pp

Employer contribution / active EE

$10,964

$2,521+334.9%

$3,167+246.2%

$2,625+317.7%

Participant deferral / active EE

$19,870

$4,321+359.8%

$5,010+296.6%

$4,348+357.0%

Admin fee / account holder

-$35

$2,217-101.6%

$11,028-100.3%

$1,944-101.8%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC9 years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

$34,000

MOSS ADAMS LLP9 years

Service code 10 · EIN 91-0189318

Accounting

$24,150

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$19,040

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$109,749

AMYRIS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMYRIS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion