How big is Eliquent Life Sciences, Inc.'s plan?

Eliquent Life Sciences, Inc.'s plan reported $27.3M in assets and 133 participants for 2024.

Original filing (PDF)20251014132221NAL0002871425001

Eliquent Life Sciences, Inc.

Name: Eliquent Life Sciences, Inc. — Eliquent 401(k) Plan, Form 5500 (2024)
Creator: Eliquent Life Sciences, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Eliquent 401(k) Plan

401(k) retirement plan · Eliquent Life Sciences, Inc.'s Eliquent 401(k) Plan held $27.3M in plan assets for 133 participants in 2024, with Fidelity as recordkeeper.

Active participants

133

Accounts w/ balance

245

Plan assets (EOY)

$27.3M

Net assets (EOY)

$27.3M

People on this filing

Katie Boggs signed Eliquent Life Sciences, Inc.'s 2024 Form 5500 as plan administrator.

Katie Boggs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Eliquent Life Sciences, Inc.'s EIN is 20-2508375.

EIN 20-2508375

Plan number 001

Plan year 2024

ACK ID 20251014132221NAL0002871425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eliquent Life Sciences, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eliquent Life Sciences, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIQUENT LIFE SCIENCES, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ELIQUENT LIFE SCIENCES, INC.

EIN

all filings

Address

388 MARKET STREET · SUITE 860 · SAN FRANCISCO, CA · 94111

Phone

(415) 400-2623

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$49K	—

Investments

29 direct securities· $27.3M(100% of reported assets)

Mutual Funds

$20.3M

18 holdings

Common Collective Trusts

$5.1M

6 holdings

Other securities

$2.0M

5 holdings

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$3.5M	12.7%
American Funds 2035 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$3.1M	11.3%
American Funds 2040 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$2.9M	10.7%
American Funds 2045 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$2.7M	9.7%
American Funds 2030 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$2.4M	8.9%
T Rowe Price Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$2.4M	8.6%
American Funds 2025 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.7M	6.2%
American Funds 2050 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$1.4M	4.9%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$889K	3.2%
American Funds 2055 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$768K	2.8%
Blackrock Mid Cap Growth Fund Mutual fund	Other securities	—	—	$692K	2.5%
American Funds 2060 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$612K	2.2%
Blackrock High Yield Bond Fund Mutual fund	Other securities	—	—	$566K	2.1%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$547K	2.0%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$496K	1.8%
Victory S Established Value Fund Mutual fund	Other securities	—	—	$461K	1.7%
American Funds EuroPacific Growth Fund Mutual fund	Mutual Funds	—	—	$364K	1.3%
American Funds American Mutual Fund Mutual fund	Mutual Funds	—	—	$275K	1.0%
American Funds 2020 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$273K	1.0%
PIMCO Total Return Fund Mutual fund	Mutual Funds	—	—	$255K	0.9%
Fidelity Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$252K	0.9%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$240K	0.9%
J. H. Triton Fund Mutual fund	Other securities	—	—	$217K	0.8%
Fidelity Emerging Markets Fund Mutual fund	Mutual Funds	—	—	$120K	0.4%
American Funds 2065 Target Date Retirement Fund Mutual fund ** 121 * Participant Loans 5.25% - 10.50% interest $0	Mutual Funds	—	—	$107K	0.4%
Fidelity Inflation Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$86K	0.3%
American Funds 2010 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$80K	0.3%
J. H. Small Cap Value Fund Mutual fund	Other securities	—	—	$60K	0.2%
American Funds 2015 Target Date Retirement Fund Mutual fund	Mutual Funds	—	—	$2K	<0.1%