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Original filing (PDF)20251015123843NAL0006102208001
BIOMERICS, LLC
Form 5500
FILING_RECEIVED
BIOMERICS 401(K) PLAN
401(k) retirement plan
Active participants
1,845
Accounts w/ balance
1,208
Plan assets (EOY)
$49.7M
Net assets (EOY)
$49.7M
How this plan invests
This plan
8 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOMERICS, LLC.
Plan sponsor
Name
BIOMERICS, LLC
EIN
26-4327437
Address
6030 WEST HAROLD GATTY DRIVE · SALT LAKE CITY, UT · 84116
Phone
(801) 510-6409
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $131K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $85K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE HORWATH LLP | — | SOUTH BEND, IN | OTHER | $27K | — |
Investments
29 direct securities · 8 pooled funds· $49.7M(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
$35.9M
27 holdings
Common Collective Trust
$7.1M
8 holdings
Mutual Funds
$4.3M
1 holding
Guaranteed Income / GIC
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.9M | 11.9% | |
| State Street Aggregate Bond Index K # | — | — | — | $5.5M | 11.1% | |
| Fidelity 500 Index # | Mutual Funds | — | — | $4.3M | 8.6% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2040 I # | — | — | — | $3.7M | 7.5% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2055 I # | — | — | — | $3.2M | 6.5% | |
| Fidelity Total International Index # | — | — | — | $3.2M | 6.5% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2035 I # | — | — | — | $3.2M | 6.4% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2045 I # | — | — | — | $2.7M | 5.4% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2060 I # | — | — | — | $2.5M | 5.1% | |
| * Great-West Life And Annuity Insurance Company (GWLA) EI Fixed Account Series Class VI # | Guaranteed Income / GIC | — | — | $2.5M | 5.0% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2050 I # | — | — | — | $2.4M | 4.8% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2030 I # | — | — | — | $1.5M | 3.0% | |
| maturing through November 2038. | — | — | — | $1.2M | 2.4% | |
| Nuveen Large Cap Growth Index R6 # | — | — | — | $1.2M | 2.3% | |
| iShares US Aggregate Bond Index K # | — | — | — | $1.1M | 2.1% | |
| State Street Small/Mid Cap Equity Index K # | — | — | — | $860K | 1.7% | |
| Wilmington Trust Core Bond I1 # | — | — | — | $848K | 1.7% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $594K | 1.2% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $519K | 1.0% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2025 I # | — | — | — | $471K | 0.9% | |
| Fidelity Mid Cap Index # | — | — | — | $415K | 0.8% | |
| Fidelity Small Cap Index # | — | — | — | $354K | 0.7% | |
| Fidelity Large Cap Value Index # | — | — | — | $337K | 0.7% | |
| Nuveen International Equity Index R6 # | — | — | — | $254K | 0.5% | |
| Fidelity Long Term Treasury Bond Index # | — | — | — | $238K | 0.5% | |
| Fidelity Emerging Markets Index # | — | — | — | $231K | 0.5% | |
| Fidelity Small Cap Value Index # | — | — | — | $158K | 0.3% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2010 I # | — | — | — | $127K | 0.3% | |
| Fidelity Short Term Bond Inx Instl Prm # | — | — | — | $69K | 0.1% | |
| Fidelity Small Cap Growth Index # | — | — | — | $58K | 0.1% | |
| Fidelity Real Estate Index # | — | — | — | $50K | 0.1% | |
| BLACKROCK LONG TERM CREDIT INDEX FD GREAT GRAY · EIN 99-1781192 / PN 001 | Common Collective Trust | — | — | $42K | <0.1% | |
| Charles Schwab Trust Indexed Retirement Tr Fd 2015 I # | — | — | — | $20K | <0.1% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
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