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Original filing (PDF)20250919125758NAL0002732432001
TRANSMEDICS, INC.
Form 5500
FILING_RECEIVED
TRANSMEDICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
710
Accounts w/ balance
803
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSMEDICS, INC..
Plan sponsor
Name
TRANSMEDICS, INC.
EIN
04-3432735
Address
200 MINUTEMAN ROAD, SUITE302 · ANDOVER, MA · 01810
Phone
(978) 552-0900
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | 42-1445429 | — | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS LLC | 42-1445429 | CONCORD, MA | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
37 direct securities · 1 pooled fund· $61.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$31.0M
1 holding
Uncategorized
$31.0M
37 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $31.0M | 97.1% | |
| Fidelity 500 Index Fund " | — | — | — | $3.2M | 10.1% | |
| Voya Index Solution 2055 Portfolio " | — | — | — | $3.1M | 9.8% | |
| Voya Index Solution 2045 Portfolio " | — | — | — | $2.9M | 8.9% | |
| Voya Index Solution 2025 Portfolio " | — | — | — | $2.4M | 7.5% | |
| Voya Index Solution 2040 Portfolio " | — | — | — | $2.2M | 7.0% | |
| Voya Index Solution 2030 Portfolio " | — | — | — | $2.2M | 6.9% | |
| Voya Index Solution 2035 Portfolio " | — | — | — | $2.2M | 6.9% | |
| Voya Index Solution 2050 Portfolio " | — | — | — | $2.1M | 6.5% | |
| Voya Index Solution 2060 Portfolio " | — | — | — | $2.0M | 6.2% | |
| Fidelity Advisor Growth Opportunities Fund " | — | — | — | $1.9M | 6.1% | |
| Vanguard U.S. Growth Fund " | — | — | — | $1.2M | 3.9% | |
| BlackRock Technology Opportunities Fund " | — | — | — | $742K | 2.3% | |
| Voya Index Solution 2065 Portfolio " | — | — | — | $561K | 1.8% | |
| Vanguard International Value Fund " | — | — | — | $519K | 1.6% | |
| Voya Index Solution Income Portfolio " | — | — | — | $410K | 1.3% | |
| BlackRock Sustainable Advantage Large Cap Core Fund " | — | — | — | $348K | 1.1% | |
| American Funds The Bond Fund of America Fund " | — | — | — | $331K | 1.0% | |
| Vanguard Equity Income Fund " | — | — | — | $280K | 0.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $266K | 0.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $238K | 0.7% | |
| Hartford Dividend and Growth Fund " | — | — | — | $219K | 0.7% | |
| American Funds American Balanced Fund " | — | — | — | $196K | 0.6% | |
| ClearBridge International Growth Fund " | — | — | — | $163K | 0.5% | |
| PGIM High Yield Fund " | — | — | — | $151K | 0.5% | |
| BlackRock Emerging Markets Fund " | — | — | — | $150K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Portfolio " | — | — | — | $143K | 0.5% | |
| Calvert US Large-Cap Core Responsible Index Fund " | — | — | — | $123K | 0.4% | |
| Eaton Vance Floating-Rate & High Income Fund " | — | — | — | $119K | 0.4% | |
| Voya Government Money Market Fund Pooled separate account ** 13 * Vanguard Explorer Fund " | — | — | — | $118K | 0.4% | |
| Vanguard Intermediate-Term Treasury Fund " | — | — | — | $89K | 0.3% | |
| AB Small Cap Growth Portfolio " | — | — | — | $77K | 0.2% | |
| American Funds Inflation Linked Bond Fund " | — | — | — | $74K | 0.2% | |
| DFA Real Estate Securities Portfolio " | — | — | — | $54K | 0.2% | |
| Victory Integrity Mid-Cap Value Fund " | — | — | — | $49K | 0.2% | |
| The Hartford Strategic Income Fund " | — | — | — | $39K | 0.1% | |
| American Century Small Cap Value Fund " | — | — | — | $35K | 0.1% | |
| DFA Commodity Strategy Portfolio " | — | — | — | $31K | <0.1% |
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