Jennifer BUSA signed Eyepoint Pharmaceuticals US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eyepoint Pharmaceuticals US, Inc.'s EIN is 06-1357485.
Download the official 2024 Form 5500 (PDF) for Eyepoint Pharmaceuticals US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eyepoint Pharmaceuticals US, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $16K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 12.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2030 H | Common Stocks | — | — | $2.7M | 9.9% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.7M | 9.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2035 H | Common Stocks | — | — | $2.6M | 9.5% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.6M | 9.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2040 H | Common Stocks | — | — | $2.5M | 9.0% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.0% | |
| Fidelity Investments Fidelity Growth Company K6 Fund | Mutual Funds | — | — | $2.0M | 7.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2015 H | Common Stocks | — | — | $1.4M | 5.0% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.0% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2025 H | Common Stocks | — | — | $1.2M | 4.4% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2050 H | Common Stocks | — | — | $989K | 3.6% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $989K | 3.6% | |
| PGIM Investments PGIM Total Return Bond Fund | Other securities | — | — | $976K | 3.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2045 H | Common Stocks | — | — | $891K | 3.2% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $891K | 3.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $601K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $556K | 2.0% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $523K | 1.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2020 H | Common Stocks | — | — | $515K | 1.9% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $515K | 1.9% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $512K | 1.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2055 H | Common Stocks | — | — | $489K | 1.8% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $489K | 1.8% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $487K | 1.8% | |
| Money market fund Money market fund | Cash / Money Market | — | — | $479K | 1.7% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $455K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $393K | 1.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $345K | 1.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2060 H | Common Stocks | — | — | $307K | 1.1% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $307K | 1.1% | |
| Alliance Bernstein AB Small Cap Growth Portfolio | Other securities | — | — | $302K | 1.1% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $301K | 1.1% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $192K | 0.7% | |
| Mutual funds | Mutual Funds | — | — | $180K | 0.7% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $178K | 0.6% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $164K | 0.6% | |
| Fidelity Investments Fidelity International Growth Fund | Mutual Funds | — | — | $137K | 0.5% | |
| Common stock | Common Stocks | — | — | $129K | 0.5% | |
| Participant loans 4.25%-9.25%, maturing through 2033 | Bonds / Notes | — | — | $113K | 0.4% | |
| Fidelity Investments Fidelity Select Health Care Portfolio | Mutual Funds | — | — | $82K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2065 H | Common Stocks | — | — | $44K | 0.2% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763438 / PN 001 | Common Collective Trust | — | — | $44K | 0.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2010 H | Common Stocks | — | — | $33K | 0.1% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $33K | 0.1% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund | Other securities | — | — | $32K | 0.1% | |
| Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $24K | <0.1% |
