Francis LO signed Adaptive Biotechnologies Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adaptive Biotechnologies Corporation's EIN is 27-0907024.
Download the official 2024 Form 5500 (PDF) for Adaptive Biotechnologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adaptive Biotechnologies Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $20.1M | 30.3% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $9.7M | 14.6% | |
| Great Gray Lazard Emerging Markets Equity Collective Trust Fund | Common Collective Trusts | — | — | $5.6M | 8.4% | |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY · EIN 86-1758580 / PN 674 | Common Collective Trust | — | — | $5.6M | 8.4% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $5.2M | 7.8% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $3.5M | 5.3% | |
| Allspring Special Mid Cap Value Mutual Fund | Other securities | — | — | $2.7M | 4.1% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.9% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 3.8% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | Mutual Funds | — | — | $2.1M | 3.1% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 2.8% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 2.6% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 2.3% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $862K | 1.3% | |
| Blackrock Inflation Protected Bond Fund Mutual Fund | Other securities | — | — | $720K | 1.1% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | Mutual Funds | — | — | $643K | 1.0% | |
| Great Gray Putman Large Cap Growth Collective Trust Fund | Common Collective Trusts | — | — | $556K | 0.8% | |
| PUTNAM LG CP GR TR R GREAT GRAY TRUST COMPANY · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $556K | 0.8% | |
| Participant loans Rates from 4.25% to 10.5% - 0 - | Bonds / Notes | — | — | $539K | 0.8% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | Mutual Funds | — | — | $491K | 0.7% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $300K | 0.5% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | Mutual Funds | — | — | $278K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $273K | 0.4% | |
| T. Rowe Price Diversified Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $115K | 0.2% | |
| PGIM High Yield Mutual Fund | Other securities | — | — | $113K | 0.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $99K | 0.1% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $84K | 0.1% | |
| Cohen & Steers Real Estate Mutual Fund | Other securities | — | — | $72K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund ** 255 * Fidelity Freedom Index 2020 Fund Mutual Fund | Mutual Funds | — | — | $67K | 0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $38K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
