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Original filing (PDF)20251015172959NAL0005526177001
METABOLON, INC.
Form 5500
FILING_RECEIVED
METABOLON 401(K) PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
286
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
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)
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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METABOLON, INC..
Plan sponsor
Name
METABOLON, INC.
EIN
04-3518046
Address
617 DAVIS DRIVE · SUITE 100 · MORRISVILLE, NC · 27560
Phone
(919) 595-2292
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HUGHES PITTMAN & GUPTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Investments
36 direct securities · 1 pooled fund· $25.1M(99% 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.
Registered Investment Companies
$24.9M
36 holdings
Common Collective Trust
$231K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 14.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 9.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 8.8% | |
| TRO SPEC MODGRTH ALLOC I | Registered Investment Companies | — | — | $2.1M | 8.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.9M | 7.5% | |
| NTW NYSE AT 100 R6 | Registered Investment Companies | — | — | $1.9M | 7.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 6.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 6.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $890K | 3.5% | |
| TRO SPECTRUM MOD ALLOC I | Registered Investment Companies | — | — | $870K | 3.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $867K | 3.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $779K | 3.1% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $519K | 2.0% | |
| VAN TAX-MANAGED CAP APP ADM | Registered Investment Companies | — | — | $511K | 2.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $493K | 1.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $283K | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $234K | 0.9% | |
| TRP SPEC CON ALLOC I | Registered Investment Companies | — | — | $234K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $231K | 0.9% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $231K | 0.9% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $160K | 0.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $147K | 0.6% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $147K | 0.6% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $144K | 0.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $142K | 0.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $134K | 0.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $124K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $123K | 0.5% | |
| VANGUARD ENERGY FUND ADMIRAL | Registered Investment Companies | — | — | $98K | 0.4% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $74K | 0.3% | |
| ALGER HEALTH SCIENCES Z | Registered Investment Companies | — | — | $58K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $34K | 0.1% | |
| GS INT'L SM CAP INSIGHTS - R6 | Registered Investment Companies | — | — | $27K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 187 REGISTERED INVESTMENT COMPANY DFA WORLD EX US GOV FX INC INS | Registered Investment Companies | — | — | $8K | <0.1% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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