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Original filing (PDF)20250925140546NAL0009266736001
COMPLETE GENOMICS INC.
Form 5500
FILING_RECEIVED
COMPLETE GENOMICS 401(K) PLAN
401(k) retirement plan
Active participants
180
Accounts w/ balance
333
Plan assets (EOY)
$45.5M
Net assets (EOY)
$45.5M
How this plan invests
This plan
30 pooled trusts
Schedule D
39 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPLETE GENOMICS INC..
Plan sponsor
Name
COMPLETE GENOMICS INC.
EIN
20-3226545
Address
2904 ORCHARD PARKWAY · SAN JOSE, CA · 95134
Phone
(408) 648-2560
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
2025-09-25
Pension benefit codes
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Investments
22 direct securities · 30 pooled funds· $45.5M(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.
Common Collective Trust
$24.5M
30 holdings
Uncategorized
$21.0M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID BLUE CHP GR CP Z FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $9.3M | 20.5% | |
| Fid Otc K6 Mutual Fund | — | — | — | $3.7M | 8.1% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.9M | 6.4% | |
| Fid Total Mkt Idx Mutual Fund | — | — | — | $2.8M | 6.2% | |
| Fid Large Cap Stk K6 Mutual Fund | — | — | — | $2.4M | 5.2% | |
| Fid Extd Mkt Idx Mutual Fund | — | — | — | $2.2M | 4.9% | |
| Fid Puritan K6 Mutual Fund | — | — | — | $1.9M | 4.1% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.9% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.7M | 3.8% | |
| Vang Tm Sm Cap Adm Mutual Fund | — | — | — | $1.6M | 3.6% | |
| Amana Growth Inst Mutual Fund | — | — | — | $1.6M | 3.4% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $973K | 2.1% | |
| Fid Invst Gr Bd Mutual Fund | — | — | — | $900K | 2.0% | |
| Fid Small Cap Value Mutual Fund | — | — | — | $880K | 1.9% | |
| Fid Intl Index Mutual Fund | — | — | — | $733K | 1.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $711K | 1.6% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $586K | 1.3% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $574K | 1.3% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $566K | 1.2% | |
| Am Cent Md Cp Val R6 Mutual Fund | — | — | — | $551K | 1.2% | |
| Crln E Mid Cap Gr R6 Mutual Fund | — | — | — | $453K | 1.0% | |
| Af Europac Growth R6 Mutual Fund | — | — | — | $449K | 1.0% | |
| C&S Real Estate Z Mutual Fund | — | — | — | $356K | 0.8% | |
| Self-Directed Brokerage Accounts Mutual Funds | — | — | — | $227K | 0.5% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $145K | 0.3% | |
| Notes receivable from participants Bearing interest at 3.25% - 8.50% - | — | — | — | $138K | 0.3% | |
| Fid Us Bond Idx Mutual Fund | — | — | — | $106K | 0.2% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $42K | <0.1% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $15K | <0.1% | |
| Self-Directed Brokerage Accounts Interest Bearing Cash | — | — | — | $11K | <0.1% | |
| Self-Directed Brokerage Accounts Common Stock | — | — | — | $11K | <0.1% | |
| Self-Directed Brokerage Accounts U.S. Government Securities | — | — | — | $6K | <0.1% | |
| Self-Directed Brokerage Accounts Other | — | — | — | $1K | <0.1% | |
| Fid Govt Mmrk Prm Interest Bearing Cash | — | — | — | $1K | <0.1% | |
| TRP RETIRE 2050 E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |