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Original filing (PDF)20251014110255NAL0002696849001
AGIOS PHARMACEUTICALS
Form 5500
FILING_RECEIVED
AGIOS PHARMACEUTICALS 401(K) PLAN
401(k) retirement plan
Active participants
491
Accounts w/ balance
758
Plan assets (EOY)
$106.2M
Net assets (EOY)
$106.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGIOS PHARMACEUTICALS.
Plan sponsor
Name
AGIOS PHARMACEUTICALS
EIN
26-0662915
Address
88 SIDNEY STREET · 2ND FLOOR · CAMBRIDGE, MA · 02139
Phone
(617) 649-8600
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO. LTD
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 | $73K | — |
Investments
37 direct securities · 1 pooled fund· $106.2M(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.
Uncategorized
$105.8M
37 holdings
Common Collective Trust
$325K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $12.3M | 11.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $11.6M | 11.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $11.2M | 10.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $10.8M | 10.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $8.8M | 8.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $8.1M | 7.7% | |
| JP Morgan Large Cap Growth Fund R6 | — | — | — | $6.1M | 5.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.5M | 5.2% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $3.8M | 3.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.6M | 3.4% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $2.6M | 2.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.2M | 2.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.1M | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.9M | 1.8% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $1.4M | 1.3% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $1.3M | 1.3% | |
| JP Morgan Mid Cap Growth Fund R6 | — | — | — | $1.3M | 1.2% | |
| American Funds New World Fund R6 | — | — | — | $1.2M | 1.1% | |
| American Funds New Perspective R6 Fund | — | — | — | $1.2M | 1.1% | |
| Fidelity BrokerageLink Fund | — | — | — | $1.0M | 1.0% | |
| JP Morgan U.S. Equity Fund R6 | — | — | — | $836K | 0.8% | |
| Victory Sycamore Established Value R6 Fund | — | — | — | $811K | 0.8% | |
| PIMCO Income Institutional Fund | — | — | — | $797K | 0.8% | |
| DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $739K | 0.7% | |
| Allspring Special Small Cap Value Fund - Class R6 | — | — | — | $679K | 0.6% | |
| various dates through October 2033, collateralized by participant's vested account balance. | — | — | — | $617K | 0.6% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $607K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $488K | 0.5% | |
| American Funds Balanced R6 Fund | — | — | — | $453K | 0.4% | |
| PGIM High Yield Fund R6 | — | — | — | $329K | 0.3% | |
| Fidelity Managed Income Portfolio Class 1 | — | — | — | $325K | 0.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $325K | 0.3% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $300K | 0.3% | |
| DFA Inflation Protected Securities Portfolio | — | — | — | $261K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $194K | 0.2% | |
| Invesco Gold & Special Minerals Fund | — | — | — | $181K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $130K | 0.1% | |
| Fidelity Government Cash Reserves 10 Vanguard Federal Money Market Fund | — | — | — | $44K | <0.1% |
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