Retirement plan

STANDARD BIOTOOLS INC. 401(K) PLAN

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

STANDARD BIOTOOLS INC.EIN 77-0513190Plan #001PY 2024

2945 WILDERNESS PLACE - BOULDER, CO 80301650-266-6000standardbio.comLinkedIn501-1000 employeesbiotechnology

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$48.4M

+6.6% from 2023

Total participants

354

-2.7% from 2023

Average account balance

$144,526

+13.2% from 2023

Annual return

17.48%

-3.20 pp from 2023

Benchmarks

See 4,103 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,103 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.42M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

335

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+17.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$62

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 2 by compensation

Provider	Service type	Compensation
PRECEPT ADVISORY GROUP4 years Filed as: PRECEPT Service code 27 · EIN 56-1623293	Advisory (Plan)	$18,750
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,075

Plan features & details

Pension benefit codes2F2G2J2T3D2R3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$21K

$161 / participant

Recordkeeping$2K10.0%
Investment mgmt$19K90.0%

% of EOY assets

0.043%

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: BDO USA, P.C.
Auditor EIN: 135381590
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,526

$79,181+82.5%

$102,423+41.1%

$74,429+94.2%

Participation rate

85.3%

74.8%+10.5pp

76.5%+8.8pp

67.2%+18.1pp

Annual return

17.48%

54.97%-37.5pp

29.42%-11.9pp

1368.38%-1350.9pp

Employer contribution / active EE

$4,727

$2,362+100.1%

$3,023+56.4%

$2,625+80.1%

Participant deferral / active EE

$18,544

$4,416+319.9%

$5,054+266.9%

$4,348+326.5%

Admin fee / account holder

$62

$2,002-96.9%

$9,455-99.3%

$1,944-96.8%

Provider

Service type

Compensation

PRECEPT ADVISORY GROUP4 years

Filed as: PRECEPT

Service code 27 · EIN 56-1623293

Advisory (Plan)

$18,750

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,075

STANDARD BIOTOOLS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANDARD BIOTOOLS 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