Retirement plan

AMYRIS, INC. 401(K) PLAN

Name: AMYRIS, INC. - AMYRIS, INC. 401(K) PLAN (2023) 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 2023

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$94M

+30.1% from 2022

Total participants

1,098

-17.2% from 2022

Average account balance

$90,677

+44.8% from 2022

Annual return

24.51%

+41.70 pp from 2022

Benchmarks

See 1,153 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,153 peers

Snapshot2023

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
01 year Service code 10 · EIN 91-0189318	Accounting	$21,525
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$20,349
GLOBAL RETIREMENT PARTNERS LLC8 years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$17,000
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	-$82,319

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

-$23K

$-38 / participant

Investment mgmt$20K0.0%

% of EOY assets

-0.025%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: $21,525
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,677

$84,784+7.0%

$98,462-7.9%

$74,473+21.8%

Participation rate

90.1%

81.5%+8.6pp

75.2%+14.9pp

70.7%+19.4pp

Annual return

24.51%

20.59%+3.9pp

21.17%+3.3pp

34.36%-9.9pp

Employer contribution / active EE

$10,441

$3,364+210.4%

$3,049+242.5%

$2,638+295.8%

Participant deferral / active EE

$18,205

$5,218+248.9%

$4,738+284.2%

$4,530+301.9%

Admin fee / account holder

-$23

$204-111.1%

$8,875-100.3%

$347-106.5%

Provider

Service type

Compensation

01 year

Service code 10 · EIN 91-0189318

Accounting

$21,525

STRATEGIC ADVISORS, INC.2 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$20,349

GLOBAL RETIREMENT PARTNERS LLC8 years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

$17,000

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$82,319

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