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Original filing (PDF)20250909161101NAL0043731122001
EYEPOINT PHARMACEUTICALS US, INC.
Form 5500
FILING_RECEIVED
EYEPOINT PHARMACEUTICALS US, INC. 401(K) PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
221
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
14 pooled trusts
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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EYEPOINT PHARMACEUTICALS US, INC..
Plan sponsor
Name
EYEPOINT PHARMACEUTICALS US, INC.
EIN
06-1357485
Address
480 PLEASANT STREET SUITE A210 · WATERTOWN, MA · 02472
Phone
(617) 972-6321
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
2025-09-09
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $16K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
35 direct securities · 14 pooled funds· $41.4M(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
$25.8M
33 holdings
Common Collective Trust
$15.2M
14 holdings
Mutual Funds
$180K
1 holding
Common Stocks
$129K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.4M | 12.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2030 H | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.0M | 7.4% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2015 H | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $976K | 3.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2045 H | — | — | — | $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 | — | — | — | $601K | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $556K | 2.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $523K | 1.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2020 H | — | — | — | $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 | — | — | — | $512K | 1.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2055 H | — | — | — | $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 | — | — | — | $487K | 1.8% | |
| Money market fund Money market fund | — | — | — | $479K | 1.7% | |
| MFS Mid Cap Value Fund | — | — | — | $455K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $393K | 1.4% | |
| MFS Mid Cap Growth Fund | — | — | — | $345K | 1.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2060 H | — | — | — | $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 | — | — | — | $302K | 1.1% | |
| PIMCO Income Fund Institutional Class | — | — | — | $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 | — | — | — | $178K | 0.6% | |
| American Funds American Funds New World Fund | — | — | — | $164K | 0.6% | |
| Fidelity Investments Fidelity International Growth Fund | — | — | — | $137K | 0.5% | |
| Common stock | Common Stocks | — | — | $129K | 0.5% | |
| Participant loans 4.25%-9.25%, maturing through 2033 | — | — | — | $113K | 0.4% | |
| Fidelity Investments Fidelity Select Health Care Portfolio | — | — | — | $82K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2065 H | — | — | — | $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 | — | — | — | $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 | — | — | — | $32K | 0.1% | |
| Invesco International Small-Mid Company Fund | — | — | — | $24K | <0.1% |
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