Original filing (PDF)20250730102142NAL0004509313001

CROSSLINK LIFE SCIENCES, LLC

Name: CROSSLINK LIFE SCIENCES, LLC — CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CROSSLINK LIFE SCIENCES, LLC

Form 5500

FILING_RECEIVED

CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

475

Accounts w/ balance

343

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

How this plan invests

This plan

45 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 (0 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROSSLINK LIFE SCIENCES, LLC.

Plan sponsor

Name

CROSSLINK LIFE SCIENCES, LLC

EIN

26-4041432

Address

1880 BEAVER RIDGE CIRCLE · SUITE D · NORCROSS, GA · 30071

Phone

(404) 320-6018

Industry

Wholesale Tradesee 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

2025-07-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

FRAZIER & DEETER LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$756	—

Investments

44 direct securities· $26.3M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Mutual Fund	—	—	—	$5.0M	18.7%
Fidelity Blue Chip Growth Mutual Fund	—	—	—	$3.5M	13.1%
TRP Blue Chip Growth Mutual Fund	—	—	—	$2.4M	8.9%
Fidelity Freedom 2055 Mutual Fund	—	—	—	$1.9M	7.2%
Fidelity INTM GOVT Income Mutual Fund 998 * Fidelity Govt mmkt Interest-bearing cash	—	—	—	$1.6M	6.0%
Fidelity Contrafund Mutual Fund	—	—	—	$1.4M	5.4%
Fidelity Freedom 2030 Mutual Fund	—	—	—	$1.3M	4.7%
Fidelity Freedom 2045 Mutual Fund	—	—	—	$1.2M	4.4%
Fidelity Freedom 2040 Mutual Fund	—	—	—	$1.1M	4.1%
Fidelity Freedom 2050 Mutual Fund	—	—	—	$918K	3.4%
MFS International Growth R4 Mutual Fund	—	—	—	$421K	1.6%
Fidelity Freedom 2060 Mutual Fund	—	—	—	$395K	1.5%
MFS Mid Cap Value R3 Mutual Fund	—	—	—	$391K	1.5%
Fidelity Balanced Mutual Fund	—	—	—	$374K	1.4%
American Funds International Growth R4 Mutual Fund	—	—	—	$319K	1.2%
Columbia Small Cap Index Mutual Fund	—	—	—	$314K	1.2%
Fidelity Freedom 2065 Mutual Fund	—	—	—	$304K	1.1%
American Funds Washington Mutual R4 Mutual Fund	—	—	—	$283K	1.1%
Columbia Large Cap Index Mutual Fund	—	—	—	$257K	1.0%
Fidelity GNMA Mutual Fund	—	—	—	$249K	0.9%
Fidelity Low Priced Stock Mutual Fund	—	—	—	$246K	0.9%
Fidelity Freedom 2035 Mutual Fund	—	—	—	$226K	0.8%
BlackRock Midcap Growth Mutual Fund	—	—	—	$218K	0.8%
Fidelity Freedom 2010 Mutual Fund	—	—	—	$192K	0.7%
Invesco Developmental Mkt A Mutual Fund	—	—	—	$190K	0.7%
Goldman Sachs Growth Opps A Mutual Fund	—	—	—	$180K	0.7%
American Funds High Income R4 Mutual Fund	—	—	—	$170K	0.6%
Pioneer Fundamental Growth Y Mutual Fund	—	—	—	$164K	0.6%
Fidelity US Bond Index Mutual Fund	—	—	—	$152K	0.6%
AB Discovery Value Fund Class I Mutual Fund	—	—	—	$126K	0.5%
Fidelity Freedom 2025 Mutual Fund	—	—	—	$118K	0.4%
American Funds Fundamental Investors A Mutual Fund	—	—	—	$96K	0.4%
Parnassus Mid Cap Mutual Fund	—	—	—	$94K	0.4%
BNY Mellon MidCap Index Mutual Fund	—	—	—	$93K	0.3%
J H Triton Mutual Fund	—	—	—	$83K	0.3%
MFS Total Return Bond R4 Mutual Fund	—	—	—	$74K	0.3%
Invesco Emerging Markets All Cap Fund A Mutual Fund	—	—	—	$73K	0.3%
BlackRock Strategic Income Opps A Mutual Fund	—	—	—	$64K	0.2%
Participant loans Interest rates ranging from 5.75% to 9.50%	—	—	—	$55K	0.2%
Fidelity Freedom Income Mutual Fund	—	—	—	$37K	0.1%
JHancock Bond R4 Mutual Fund	—	—	—	$34K	0.1%
Cohen & Steers Realty Mutual Fund	—	—	—	$29K	0.1%
BlackRock Commodity Strategies Fund Mutual Fund	—	—	—	$28K	0.1%
Eaton Vance Short Duration Inflation-Protected Income Fund Class I Mutual Fund	—	—	—	$4K	<0.1%