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Original filing (PDF)20251006051846NAL0001862755001
INSTEM LIFE SCIENCE SYSTEMS
Form 5500
FILING_RECEIVED
INSTEM LIFE SCIENCE SYSTEMS N AMERICA LTD. 401(K) PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
128
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTEM LIFE SCIENCE SYSTEMS.
Plan sponsor
Name
INSTEM LIFE SCIENCE SYSTEMS
EIN
23-2455169
Address
FOUR TOWER BRIDGE · 200 BARR HARBOR DRIVE, SUITE 400 · WEST CONSHOHOCKEN, PA · 19428
Phone
(248) 910-9020
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
2025-10-06
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | 04-2746212 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
42 direct securities · 1 pooled fund· $21.2M(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.
Registered Investment Companies
$21.2M
42 holdings
Common Collective Trust
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.2M | 19.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 10.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.6M | 7.5% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $1.6M | 7.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.5M | 7.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1.4M | 6.6% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $868K | 4.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $729K | 3.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $711K | 3.3% | |
| T ROWE PRICE BALANCED FUND I | Registered Investment Companies | — | — | $675K | 3.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $576K | 2.7% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $531K | 2.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $492K | 2.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $348K | 1.6% | |
| TROWE PRICE VALUE INV | Registered Investment Companies | — | — | $325K | 1.5% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $302K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $282K | 1.3% | |
| NYLI MACKAY HY CORP BOND R6 | Registered Investment Companies | — | — | $272K | 1.3% | |
| FIDELITY SMALL CAP GROWTH FUND | Registered Investment Companies | — | — | $271K | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $258K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $235K | 1.1% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $207K | 1.0% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $203K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $197K | 0.9% | |
| FIDELITY EMERGING MARKETS FUND | Registered Investment Companies | — | — | $196K | 0.9% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $158K | 0.7% | |
| TOUCHSTONE SMALL COMPANY R6 | Registered Investment Companies | — | — | $146K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $114K | 0.5% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $112K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $101K | 0.5% | |
| TROWE PRICE SPECTRUM INCOME | Registered Investment Companies | — | — | $99K | 0.5% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $84K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $76K | 0.4% | |
| VICTORY PIONEER Y | Registered Investment Companies | — | — | $51K | 0.2% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $50K | 0.2% | |
| ROYCE SMALLCAP OPPORTUNITY INS | Registered Investment Companies | — | — | $39K | 0.2% | |
| JANUS HENDERSON CONTRARIAN N | Registered Investment Companies | — | — | $24K | 0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $21K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $12K | <0.1% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $10K | <0.1% | |
| FIDELITY SEL UTIL PORT | Registered Investment Companies | — | — | $3K | <0.1% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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