Jeanette Bjorkquist signed Assembly Biosciences, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assembly Biosciences, Inc.'s EIN is 20-8729264.
Download the official 2024 Form 5500 (PDF) for Assembly Biosciences, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assembly Biosciences, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $3.5M | 19.3% | |
| Fidelity Freedom Index 2040 Fund - | Mutual Funds | — | — | $3.1M | 17.3% | |
| T. Rowe Price Blue Chip Growth Fund - | Other securities | — | — | $2.3M | 12.5% | |
| Fidelity Freedom Index 2045 Fund - | Mutual Funds | — | — | $1.3M | 7.0% | |
| Dodge & Cox Stock Fund - | Mutual Funds | — | — | $1.2M | 6.6% | |
| Fidelity Freedom Index 2050 Fund - | Mutual Funds | — | — | $975K | 5.4% | |
| Fidelity Freedom Index 2030 Fund - | Mutual Funds | — | — | $703K | 3.9% | |
| PIMCO Income Fund - | Mutual Funds | — | — | $566K | 3.1% | |
| Fidelity Total Bond Fund - | Mutual Funds | — | — | $525K | 2.9% | |
| Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $487K | 2.7% | |
| Fidelity Small Cap Index Fund - | Common Collective Trusts | — | — | $459K | 2.5% | |
| Fidelity Freedom Index 2035 Fund - | Mutual Funds | — | — | $378K | 2.1% | |
| Lord Abbott Short Duration Income Fund - | Other securities | — | — | $376K | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $371K | 2.0% | |
| American Funds EuroPacific Growth Fund - | Mutual Funds | — | — | $362K | 2.0% | |
| Fidelity US Sustainability Index Fund - | Common Collective Trusts | — | — | $316K | 1.7% | |
| Fidelity Freedom Index 2060 Fund - | Mutual Funds | — | — | $237K | 1.3% | |
| DFA Real Estate Securities Fund - | Mutual Funds | — | — | $206K | 1.1% | |
| Fidelity Freedom Index 2025 Fund - | Mutual Funds | — | — | $199K | 1.1% | |
| Fidelity Freedom Index 2055 Fund - | Mutual Funds | — | — | $152K | 0.8% | |
| Fidelity Freedom Index 2020 Fund - | Mutual Funds | — | — | $136K | 0.7% | |
| DFA Emerging Markets Core Equity Fund - | Mutual Funds | — | — | $98K | 0.5% | |
| Notes receivable from Interest rates at 4.25% - 9.5% maturing - | Bonds / Notes | — | — | $91K | 0.5% | |
| Fidelity International Index Fund - | Common Collective Trusts | — | — | $91K | 0.5% | |
| Fidelity Freedom Index Income Fund - | Mutual Funds | — | — | $46K | 0.3% | |
| Fidelity Freedom Index 2015 Fund - | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity FDM IDX 2065 IPR - | Common Collective Trusts | — | — | $7K | <0.1% | |
| Interest Bearing Cash - | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
