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Original filing (PDF)20251013100304NAL0002404178001
BIOIVT, LLC
Form 5500
FILING_RECEIVED
BIOIVT, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
520
Accounts w/ balance
520
Plan assets (EOY)
$52.1M
Net assets (EOY)
$52.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOIVT, LLC.
Plan sponsor
Name
BIOIVT, LLC
EIN
27-1867431
Address
175 CROSSWAYS PARK DRIVE W, #200 · WOODBURY, NY · 11797
Phone
(516) 483-1196
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $100.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$50.8M
1 holding
Uncategorized
$46.6M
29 holdings
Pooled Separate Accounts
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT - SEPRATE ACCOUNT D VOYA RETIRMENT INSURANCE AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $50.8M | 97.4% | |
| Voya Retirement Services Voya Index Solution 2040 P Z | — | — | $214K | $9.2M | 17.7% | |
| Voya Retirement Services Vangrd Tot St Mkt Indx Fd Adm | — | — | $208K | $7.2M | 13.8% | |
| Voya Retirement Services JPMorgan LgCp Grw Fnd R6 | — | — | $53K | $4.0M | 7.7% | |
| Voya Retirement Services American Funds Am Balanced R6 | Pooled Separate Accounts | — | $107K | $3.2M | 6.2% | |
| Voya Retirement Services Voya Index Solution 2030 P Z | — | — | $118K | $2.9M | 5.5% | |
| Voya Retirement Services Voya Index Solution 2050 P Z | — | — | $75K | $2.3M | 4.4% | |
| Voya Retirement Services Voya Index Solution 2025 P Z | — | — | $102K | $2.1M | 4.1% | |
| Voya Retirement Services Fidelity Mid Cap Idx Fd | — | — | $114K | $2.1M | 4.0% | |
| Voya Retirement Services Fidelity Sm Cp Ind Fd | — | — | $133K | $2.1M | 3.9% | |
| Voya Retirement Services Voya Index Solution 2035 P Z | — | — | $70K | $1.7M | 3.3% | |
| Voya Retirement Services Voya Index Solution 2045 P Z | — | — | $51K | $1.4M | 2.7% | |
| Voya Retirement Services Neuberg Berm Lg Cp Val F R6 | — | — | $76K | $1.3M | 2.6% | |
| Voya Retirement Services Voya Index Solution 2055 P Z | — | — | $37K | $1.3M | 2.4% | |
| Voya Retirement Services Voya Intermediate Bond Fund R6 | — | — | $95K | $1.2M | 2.3% | |
| Voya Retirement Services VOYA Fixed Account - | — | — | — | $1.0M | 1.9% | |
| Voya Retirement Services Fid US Bd Id Fd | — | — | $91K | $975K | 1.9% | |
| Voya Retirement Services DFA US Targeted Vl Port Ins | — | — | $21K | $818K | 1.6% | |
| Voya Retirement Services American Funds EuroPacific R6 | — | — | $34K | $704K | 1.4% | |
| Voya Retirement Services American Funds Nw Prspctv R6 | — | — | $17K | $675K | 1.3% | |
| Voya Retirement Services Fidelity 500 Index Fund | — | — | $28K | $656K | 1.3% | |
| Voya Retirement Services Voya Index Solution 2060 P Z | — | — | $26K | $584K | 1.1% | |
| Voya Retirement Services Janus Hndr Enterprise Fund N | — | — | $17K | $484K | 0.9% | |
| Voya Retirement Services Voya Index Solution Inc P Z | — | — | $24K | $378K | 0.7% | |
| Voya Retirement Services DFA Real Estate Secs Port Ins | — | — | $13K | $353K | 0.7% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | — | — | — | $353K | 0.7% | |
| Voya Retirement Services Victory Sycmr Est Vl Fd R6 | — | — | $10K | $307K | 0.6% | |
| Voya Retirement Services ClrBrg SmCp Grw Fd IS | — | — | $8K | $272K | 0.5% | |
| Voya Retirement Services DFA Infl-Prot Sec Port Ins | — | — | $12K | $137K | 0.3% | |
| Voya Retirement Services Voya Index Solution 2065 P Z | — | — | $6K | $95K | 0.2% | |
| Voya Retirement Services Voya Gv Mny Mkt F A (Hld Acct) 209.20 | — | — | — | $3K | <0.1% |
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