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Original filing (PDF)20250904095309NAL0027265184001
IRHYTHM TECHNOLOGIES
Form 5500
FILING_RECEIVED
IRHYTHM TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
1,762
Accounts w/ balance
2,040
Plan assets (EOY)
$133.0M
Net assets (EOY)
$133.0M
How this plan invests
This plan
26 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRHYTHM TECHNOLOGIES.
Plan sponsor
Name
IRHYTHM TECHNOLOGIES
EIN
20-8149544
Address
699 8TH STREET · SUITE 600 · SAN FRANCISCO, CA · 94103
Phone
(415) 632-5700
Industry
Health Care & Social Assistancesee 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
2025-09-04
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
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 | $14K | — |
Investments
26 direct securities· $133.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 K6 Registered Investment Company | — | — | — | $18.0M | 13.5% | |
| FID FREEDOM 2050 K6 Registered Investment Company | — | — | — | $15.6M | 11.7% | |
| FID FREEDOM 2055 K6 Registered Investment Company | — | — | — | $13.4M | 10.1% | |
| FID TOTAL MKT IDX Registered Investment Company | — | — | — | $12.3M | 9.3% | |
| FID FREEDOM 2040 K6 Registered Investment Company | — | — | — | $11.9M | 8.9% | |
| FID CONTRAFUND K6 Registered Investment Company | — | — | — | $10.6M | 8.0% | |
| FID FREEDOM 2035 K6 Registered Investment Company | — | — | — | $10.2M | 7.7% | |
| FID FREEDOM 2060 K6 Registered Investment Company | — | — | — | $6.6M | 5.0% | |
| VANG EQUITY INC ADM Registered Investment Company | — | — | — | $5.2M | 3.9% | |
| Self-Directed Brokerage Account * BROKERAGELINK Self-Directed Brokerage Account ** $ | — | — | — | $4.6M | 3.5% | |
| FID FREEDOM 2030 K6 Registered Investment Company | — | — | — | $3.9M | 3.0% | |
| FID EXTD MKT IDX Registered Investment Company | — | — | — | $3.0M | 2.3% | |
| VANG STR SMCP EQ INV Registered Investment Company | — | — | — | $2.5M | 1.9% | |
| FID FREEDOM 2025 K6 Registered Investment Company | — | — | — | $2.4M | 1.8% | |
| Participant Loans Interest Rates at (3.25% ~ 8.50%) $0 | — | — | — | $2.0M | 1.5% | |
| FID FREEDOM 2065 K6 Registered Investment Company | — | — | — | $1.7M | 1.3% | |
| Registered Investment Companies * FID INTL CAP APPREC Registered Investment Company | — | — | — | $1.6M | 1.2% | |
| FID TOTAL BOND K6 Registered Investment Company | — | — | — | $1.6M | 1.2% | |
| FID TOTAL INTL IDX Registered Investment Company | — | — | — | $1.4M | 1.1% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $1.4M | 1.1% | |
| Interest-Bearing Cash * FID GOVT MMKT K6 Interest-Bearing Cash | — | — | — | $1.3M | 0.9% | |
| FID FREEDOM 2020 K6 Registered Investment Company | — | — | — | $990K | 0.7% | |
| FID FREEDOM INC K6 Registered Investment Company | — | — | — | $340K | 0.3% | |
| FID FREEDOM 2010 K6 Registered Investment Company | — | — | — | $212K | 0.2% | |
| FID FREEDOM 2015 K6 Registered Investment Company | — | — | — | $71K | <0.1% | |
| FID FREEDOM 2070 K6 Registered Investment Company | — | — | — | $4K | <0.1% |