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Original filing (PDF)20250917121011NAL0000242627001
BIODURO LLC
Form 5500
FILING_RECEIVED
BIODURO LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~93 bps in Sched C fees
Active participants
88
Accounts w/ balance
158
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 93 bps in Schedule C fees — 80% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIODURO LLC.
Plan sponsor
Name
BIODURO LLC
EIN
20-3271146
Address
11011 TORREYANA ROAD · SAN DIEGO, CA · 92121
Phone
(858) 740-1153
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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
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
JGD & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | FINANCIAL ADVISOR | $22K | — |
Investments
25 direct securities · 1 pooled fund· $5.2M(98% 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
$4.9M
24 holdings
Common Collective Trust
$265K
1 holding
Mutual Funds
$33K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.0M | 19.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $701K | 13.3% | |
| Vanguard 500 Index Fund | — | — | — | $486K | 9.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $426K | 8.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $410K | 7.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $392K | 7.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $334K | 6.3% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $265K | 5.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $263K | 5.0% | |
| JP Morgan JP Morgan Equity Income Fund | — | — | — | $113K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $110K | 2.1% | |
| Vanguard Developed Markets Index Fund | — | — | — | $110K | 2.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $89K | 1.7% | |
| PIMCO Income Fund | — | — | — | $81K | 1.5% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund | — | — | — | $54K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $48K | 0.9% | |
| Vanguard Mid Cap Index Fund | — | — | — | $46K | 0.9% | |
| MFS Growth Fund | — | — | — | $44K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $33K | 0.6% | |
| American Funds American New World Fund | — | — | — | $33K | 0.6% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund | Mutual Funds | — | — | $33K | 0.6% | |
| BlackRock Mid Cap Growth Equity Portfolio Fund | — | — | — | $25K | 0.5% | |
| Federated Hermes Federated Kaufmann Small Cap Fund | — | — | — | $20K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $15K | 0.3% | |
| Vanguard Real Estate Index Fund | — | — | — | $7K | 0.1% | |
| PGIM Total Return Bond Fund | — | — | — | $5K | 0.1% |
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