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Original filing (PDF)20251014052248NAL0003199984001
KODIAK SCIENCES INC
Form 5500
FILING_RECEIVED
KODIAK SCIENCES 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
148
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KODIAK SCIENCES INC.
Plan sponsor
Name
KODIAK SCIENCES INC
EIN
27-0476525
Address
1250 PAGE MILL ROAD · PALO ALTO, CA · 94304
Phone
(650) 281-0803
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
2025-10-14
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $15.2M(99% 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.
Registered Investment Companies
$14.9M
29 holdings
Common Collective Trust
$298K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 16.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 8.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 7.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 7.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $949K | 6.2% | |
| T ROWE PRICE BALANCED FUND I | Registered Investment Companies | — | — | $902K | 5.9% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $760K | 4.9% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $489K | 3.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $353K | 2.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $314K | 2.0% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $312K | 2.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $304K | 2.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $298K | 1.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $276K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $261K | 1.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $259K | 1.7% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $227K | 1.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $204K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $197K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $163K | 1.1% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $127K | 0.8% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $126K | 0.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $92K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $66K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $49K | 0.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $40K | 0.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $15K | <0.1% |
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