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Original filing (PDF)20251013115037NAL0000564915001
VERTEX PHARMACEUTICALS INCORPORATED
Form 5500
FILING_RECEIVED
VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
5,091
Accounts w/ balance
6,483
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
16 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERTEX PHARMACEUTICALS INCORPORATED.
Plan sponsor
Name
VERTEX PHARMACEUTICALS INCORPORATED
EIN
04-3039129
Address
50 NORTHERN AVE · BOSTON, MA · 02210
Phone
(617) 341-6100
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $30K | — |
Investments
30 direct securities · 16 pooled funds· $1.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.3B
30 holdings
Common Collective Trust
$588.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $246.2M | 18.8% | |
| Vertex Pharmaceuticals Incorporated real-time traded stock fund (non participant-directed investment) Common stock | — | — | $10.0M | $126.5M | 9.6% | |
| Fidelity Freedom Index 2040 Fund " | — | — | — | $110.3M | 8.4% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $110.3M | 8.4% | |
| Harbor Capital Appreciation Fund " | — | — | — | $89.0M | 6.8% | |
| Fidelity Freedom Index 2045 Fund " | — | — | — | $86.4M | 6.6% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $86.4M | 6.6% | |
| Fidelity Freedom Index 2050 Fund " | — | — | — | $82.7M | 6.3% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $82.7M | 6.3% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $81.2M | 6.2% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $81.2M | 6.2% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $71.2M | 5.4% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $71.2M | 5.4% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $54.2M | 4.1% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $54.2M | 4.1% | |
| Baron Asset Fund " | — | — | — | $33.9M | 2.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $33.6M | 2.6% | |
| Fidelity Small Cap Index Fund " | — | — | — | $29.5M | 2.2% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $28.0M | 2.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $28.0M | 2.1% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $25.3M | 1.9% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $25.3M | 1.9% | |
| Fidelity International Discovery Fund " | — | — | — | $24.9M | 1.9% | |
| Fidelity US Bond Index Fund " | — | — | — | $23.9M | 1.8% | |
| American Beacon Large Cap Value Fund " | — | — | — | $21.2M | 1.6% | |
| Fidelity Small Cap Growth Fund " | — | — | — | $20.6M | 1.6% | |
| Vanguard FTSE All-World ex-US Index Fund " | — | — | — | $19.5M | 1.5% | |
| Fidelity Managed Income Portfolio Class 2 Fund " | — | — | — | $18.1M | 1.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $18.1M | 1.4% | |
| MFS Mid Cap Value Fund " | — | — | — | $13.6M | 1.0% | |
| Fidelity Real Estate Investment Portfolio " | — | — | — | $13.1M | 1.0% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $9.7M | 0.7% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $9.6M | 0.7% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $9.6M | 0.7% | |
| Macquarie Emerging Markets Fund " | — | — | — | $9.2M | 0.7% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $7.9M | 0.6% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $7.9M | 0.6% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $6.4M | 0.5% | |
| Participant Loans (3.25% - 8.50%) - | — | — | — | $4.9M | 0.4% | |
| Fidelity Freedom Index Income Fund " | — | — | — | $2.3M | 0.2% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| Fidelity Freedom Index 2015 Fund " | — | — | — | $754K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $754K | <0.1% | |
| Fidelity Freedom Index 2010 Fund " | — | — | — | $524K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $524K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |