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Original filing (PDF)20250908193844NAL0012142499001
NEURELIS, INC.
Form 5500
FILING_RECEIVED
NEURELIS 401(K) PLAN
401(k) retirement plan
Active participants
174
Accounts w/ balance
211
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEURELIS, INC..
Plan sponsor
Name
NEURELIS, INC.
EIN
26-1173778
Address
3430 CARMEL MOUNTAIN ROAD · SUITE 300 · SAN DIEGO, CA · 92121
Phone
(858) 251-2115
Industry
Manufacturingsee 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
2025-09-08
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $2K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVEST. ADVISORS | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $37K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS | — | SAN DIEGO, CA | CONTRACT ADMINISTRATOR | $2K | — |
Investments
29 direct securities· $13.3M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Target Retirement 2035 | — | — | — | $2.4M | 16.9% | |
| Vanguard Instl Target Retirement 2040 | — | — | — | $2.0M | 13.9% | |
| Vanguard Instl Target Retirement 2030 | — | — | — | $1.7M | 11.6% | |
| Vanguard 500 Index Adm | — | — | — | $1.5M | 10.7% | |
| Vanguard Instl Target Retirement 2045 | — | — | — | $1.4M | 9.5% | |
| Fidelity Investments Blue Chip Growth K6 | — | — | — | $976K | 6.9% | |
| Vanguard Instl Target Retirement 2050 | — | — | — | $585K | 4.1% | |
| Vanguard Instl Target Retirement Income ** 20 * Vanguard Mid Cap Index Adm | — | — | — | $325K | 2.3% | |
| Vanguard Instl Target Retirement 2055 | — | — | — | $263K | 1.8% | |
| Vanguard Instl Target Retirement 2060 | — | — | — | $258K | 1.8% | |
| JPMorgan Equity Income R6 | — | — | — | $247K | 1.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $243K | 1.7% | |
| Vanguard Instl Target Retirement 2025 | — | — | — | $223K | 1.6% | |
| Vanguard Federal Money Market Inv | — | — | — | $197K | 1.4% | |
| Vanguard Instl Target Retirement 2020 | — | — | — | $190K | 1.3% | |
| Vanguard Small-Cap Index Adm | — | — | — | $175K | 1.2% | |
| Janus Henderson Janus Henderson Global Life Sciences N | — | — | — | $132K | 0.9% | |
| American Funds American Funds New World R6 | — | — | — | $131K | 0.9% | |
| PIMCO Intl StksPLUS AR Strat USDol Instl | — | — | — | $110K | 0.8% | |
| Principal Funds Principal Real Estate Securities Instl | — | — | — | $97K | 0.7% | |
| MFS Mid Cap Value R6 | — | — | — | $60K | 0.4% | |
| Principal Funds Principal SmallCap Value II R6 | — | — | — | $45K | 0.3% | |
| PIMCO Income Institutional | — | — | — | $44K | 0.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index | — | — | — | $42K | 0.3% | |
| Fidelity Investments Fidelity Advisor Total Bond Z | — | — | — | $35K | 0.2% | |
| Janus Henderson Janus Henderson Triton N | — | — | — | $19K | 0.1% | |
| Vanguard Instl Target Retirement 2065 | — | — | — | $15K | 0.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $7K | <0.1% | |
| Vanguard Instl Target Retirement 2070 | — | — | — | $4K | <0.1% |
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