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Original filing (PDF)20251217111336NAL0008556562001
PERCEPTIVE INFORMATICS, LLC
Form 5500
FILING_RECEIVED
PERCEPTIVE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
577
Accounts w/ balance
782
Plan assets (EOY)
$87.3M
Net assets (EOY)
$87.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
96
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERCEPTIVE INFORMATICS, LLC.
Plan sponsor
Name
PERCEPTIVE INFORMATICS, LLC
EIN
04-3517642
Address
55 BLUE SKY DRIVE · BURLINGTON, MA · 01803
Phone
(877) 819-6025
Industry
All Other Professional Services· 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
2025-12-17
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Investments
29 direct securities · 3 pooled funds· $87.3M(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
$84.7M
29 holdings
Common Collective Trust
$2.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 51,655.4 | $8.7M | $10.5M | 12.1% | |
| FID FDM IDX 2045 IPR | — | 398,960.506 | $9.7M | $10.3M | 11.8% | |
| JPM LG CAP GROWTH R5 | — | 114,400.989 | $7.4M | $9.5M | 10.8% | |
| FID FDM IDX 2040 IPR | — | 380,397.544 | $8.8M | $9.4M | 10.7% | |
| FID FDM IDX 2050 IPR | — | 314,065.165 | $7.5M | $8.2M | 9.3% | |
| FID FDM IDX 2055 IPR | — | 343,963.174 | $6.9M | $7.4M | 8.4% | |
| FID FDM IDX 2035 IPR | — | 286,006.763 | $6.5M | $6.7M | 7.6% | |
| FID FDM IDX 2030 IPR | — | 269,676.017 | $5.4M | $5.4M | 6.2% | |
| FID FDM IDX 2025 IPR | — | 182,399.699 | $3.4M | $3.4M | 3.9% | |
| FID FDM IDX 2060 IPR | — | 142,524.346 | $2.4M | $2.6M | 3.0% | |
| FID EXTD MKT IDX | — | 22,696.26 | $1.9M | $2.1M | 2.4% | |
| FID SM CAP IDX | — | 66,358.733 | $1.8M | $1.8M | 2.1% | |
| DODGE & COX STOCK X | — | 5,046.596 | $1.2M | $1.3M | 1.5% | |
| FID LOW PRICED STK K | — | 31,646.956 | $1.5M | $1.3M | 1.5% | |
| FID INTL INDEX | — | 21,200.221 | $1.0M | $1.0M | 1.2% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | 79,907.053 | $878K | $970K | 1.1% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | 37,310.933 | $824K | $854K | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 783,628.57 | $784K | $784K | 0.9% | |
| VAN FTSE SOC IDX ADM | — | 13,576.799 | $612K | $766K | 0.9% | |
| FID US BOND IDX | — | 67,819.536 | $752K | $693K | 0.8% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $685K | 0.8% | |
| FID FDM IDX 2065 IPR | — | 25,730.414 | $366K | $377K | 0.4% | |
| AS SPL SM CAP VAL A | — | 9,444.989 | $360K | $368K | 0.4% | |
| FID FDM IDX INC IPR | — | 22,825.312 | $274K | $267K | 0.3% | |
| BLKRK MIDCAP GRTH IS | — | 6,010.745 | $223K | $260K | 0.3% | |
| FID FDM IDX 2020 IPR | — | 9,450.243 | $156K | $149K | 0.2% | |
| PIF REAL EST SEC IS | — | 5,073.899 | $152K | $143K | 0.2% | |
| NYLI MK HY CORP BD I | — | 17,354.316 | $88K | $90K | 0.1% | |
| PIF SMCP GRTH I IS | — | 3,738.324 | $52K | $56K | <0.1% | |
| FID GOVT MMKT K6 | — | 21,778.6 | $22K | $22K | <0.1% | |
| FID FDM IDX 2010 IPR | — | 78.651 | $1K | $1K | <0.1% | |
| FID FDM IDX 2070 IPR | — | 1.023 | $11 | $11 | <0.1% |
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