How big is Crosslink Life Sciences, LLC's plan?

Crosslink Life Sciences, LLC's plan reported $26.7M in assets and 475 participants for 2024.

Original filing (PDF)20250730102142NAL0004509313001

Crosslink Life Sciences, LLC

Name: Crosslink Life Sciences, LLC — Crosslink Life, Form 5500 (2024)
Creator: Crosslink Life Sciences, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Crosslink Life Sciences, LLC 401(k) Plan

401(k) retirement plan · Crosslink Life Sciences, LLC's Crosslink Life Sciences, LLC 401(k) Plan held $26.7M in plan assets for 475 participants in 2024, with Fidelity as recordkeeper.

Active participants

475

Accounts w/ balance

343

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

People on this filing

Francis LUTZ Jr. signed Crosslink Life Sciences, LLC's 2024 Form 5500 as plan administrator.

Francis LUTZ Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crosslink Life Sciences, LLC's EIN is 26-4041432.

EIN 26-4041432

Plan number 001

Plan year 2024

ACK ID 20250730102142NAL0004509313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crosslink Life Sciences, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crosslink Life Sciences, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROSSLINK LIFE SCIENCES, LLC.

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

CROSSLINK LIFE SCIENCES, LLC

EIN

all filings

Address

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

Phone

(404) 320-6018

Industry

Wholesale Trade

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)

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)

Mutual Funds

$17.0M

26 holdings

Common Collective Trusts

$5.0M

1 holding

Other securities

$4.1M

15 holdings

Agency / Mortgage-Backed

$249K

1 holding

Bonds / Notes

$55K

1 holding

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