Back to filter
Original filing (PDF)20250915172355NAL0003454466001
MACROGENICS
Form 5500
FILING_RECEIVED
MACROGENICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
341
Accounts w/ balance
496
Plan assets (EOY)
$84.0M
Net assets (EOY)
$84.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACROGENICS.
Plan sponsor
Name
MACROGENICS
EIN
06-1591613
Address
9704 MEDICAL CENTER DRIVE · ROCKVILLE, MD · 208503368
Phone
(301) 251-5172
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
2025-09-15
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)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $107K | — |
Investments
32 direct securities · 4 pooled funds· $86.1M(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
$81.4M
32 holdings
Pooled Separate Account
$4.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTMT 2045 I FD | — | — | — | $10.9M | 12.9% | |
| T. ROWE PRICE RTMT 2015 I FD | — | — | — | $9.8M | 11.7% | |
| MFS MID CAP VALUE R6 FUND | — | — | — | $9.0M | 10.7% | |
| T. ROWE PRICE RTMT 2010 I FD | — | — | — | $6.4M | 7.6% | |
| T. ROWE PRICE RTMT 2020 I FD | — | — | — | $6.1M | 7.2% | |
| T. ROWE PRICE RTMT 2025 I FD | — | — | — | $5.1M | 6.1% | |
| T. ROWE PRICE RTMT 2030 I FD | — | — | — | $5.1M | 6.1% | |
| T. ROWE PRICE RTMT 2005 I FD | — | — | — | $3.4M | 4.0% | |
| T. ROWE PRICE RTMT 2035 I FD | — | — | — | $2.7M | 3.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.5M | 3.0% | |
| JANUSHENDERSON ENTRPRS N | — | — | — | $2.5M | 3.0% | |
| T. ROWE PRICE RTMT BAL I FUND | — | — | — | $2.5M | 3.0% | |
| Prin Fixed Inc Guar Option | — | — | — | $2.3M | 2.8% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 2.2% | |
| Metropolitan Wt Tl Rtn Bd Plan | — | — | — | $1.7M | 2.0% | |
| T. ROWE PRICE RTMT 2040 I FD | — | — | — | $1.7M | 2.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.5M | 1.8% | |
| Prin Core Fix Inc Sep Acct-Z | — | — | — | $1.5M | 1.8% | |
| Prin Capital Appr SA-Z | — | — | — | $1.3M | 1.6% | |
| Putnam Large Cap Value R6 Fund | — | — | — | $1.2M | 1.5% | |
| Vanguard Explorer Admiral Fund | — | — | — | $868K | 1.0% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $766K | 0.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $675K | 0.8% | |
| Fidelity Sm Cap Index Fund | — | — | — | $675K | 0.8% | |
| AB LARGE CAP GROWTH Z FUND | — | — | — | $618K | 0.7% | |
| T. ROWE PRICE RTMT 2060 I FD | — | — | — | $605K | 0.7% | |
| DWS RREEF RE Sec R6 Fund | — | — | — | $498K | 0.6% | |
| Participant Loans | — | — | — | $463K | 0.6% | |
| T. ROWE PRICE RTMT 2065 I FD | — | — | — | $459K | 0.5% | |
| AMERICAN FUNDS NEWWORLD R6 | — | — | — | $393K | 0.5% | |
| Fidelity Mid Cp Index Fund | — | — | — | $389K | 0.5% | |
| Fidelity International Idx Fd | — | — | — | $303K | 0.4% | |
| Victory Integ SmCap Val R6 Fd | — | — | — | $166K | 0.2% | |
| T. ROWE PRICE RTMT 2055 I FD | — | — | — | $148K | 0.2% | |
| T. ROWE PRICE RTMT 2050 I FD | — | — | — | $6K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |