Lyell Immunopharma 401(k) match, vesting and fees
What Lyell Immunopharma's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Clark Nuber P.S. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Lyell Immunopharma: employer contribution per participant | $2,735 | |
| Peer median | $2,521 |
| Lyell Immunopharma: average balance | $82,369 | |
| Peer median | $75,833 |
| Lyell Immunopharma: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.4M at the end of plan year 2021 to $28.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 349 | $28.3M | $938K | $2,735 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 380 | $23.8M | $1.2M | $3,079 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 332 | $15M | $1M | $3,148 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 260 | $10.4M | $0 | $0 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Lyell Immunopharma match 401(k) contributions?
The match terms for the Lyell Immunopharma, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $938K in employer contributions, about $2,735 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lyell Immunopharma 401(k) match vested?
The vesting schedule for the Lyell Immunopharma, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lyell Immunopharma 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Lyell Immunopharma, Inc..
I left Lyell Immunopharma. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lyell Immunopharma, Inc., (253) 365-2621) or the recordkeeper, Fidelity Investments Institutional. The Lyell Immunopharma old 401(k) page lists the contacts from every plan filing. Find an old Lyell Immunopharma 401(k)
Data from the public Form 5500 annual reports Lyell Immunopharma filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lyell Immunopharma. Not financial advice. Report a correction · Methodology