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Original filing (PDF)20250903125625NAL0015205825001
SHIONOGI, INC.
Form 5500
FILING_RECEIVED
SHIONOGI, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
333
Accounts w/ balance
571
Plan assets (EOY)
$101.8M
Net assets (EOY)
$101.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIONOGI, INC..
Plan sponsor
Name
SHIONOGI, INC.
EIN
32-0272653
Address
400 CAMPUS DRIVE · FLORHAM PARK, NJ · 07932
Phone
(973) 966-6900
Industry
All Other Professional Services· 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
2025-09-03
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $52K | — |
Investments
26 direct securities · 15 pooled funds· $149.4M(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
$94.8M
26 holdings
Common Collective Trust
$54.7M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX Mutual Fund - | — | — | — | $16.1M | 15.9% | |
| TRP RET 2035 TR-A Common Trust Fund - | — | — | — | $9.3M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.3M | 9.1% | |
| NUVEEN WNSLW LG CP GRWTH ESG I Mutual Fund - | — | — | — | $8.4M | 8.2% | |
| TRP RET 2045 TR-A Common Trust Fund - | — | — | — | $8.1M | 7.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.1M | 7.9% | |
| TRP RET 2040 TR-A Common Trust Fund - | — | — | — | $7.9M | 7.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.9M | 7.7% | |
| TRP RET 2025 TR-A Common Trust Fund - | — | — | — | $7.1M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.1M | 7.0% | |
| TRP RET 2030 TR-A Common Trust Fund - | — | — | — | $6.4M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.4M | 6.3% | |
| TRP RET 2050 TR-A Common Trust Fund - | — | — | — | $4.6M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.6M | 4.5% | |
| TRP STABLE VALUE TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.4% | |
| BARON GROWTH FUND I Mutual Fund - | — | — | — | $4.3M | 4.2% | |
| VANGUARD SELECTED VALUE Mutual Fund - | — | — | — | $4.3M | 4.2% | |
| TRP EQUITY INCOME Mutual Fund - | — | — | — | $4.3M | 4.2% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| AMERICAN BEACON SML CAP VAL R6 Mutual Fund - | — | — | — | $2.2M | 2.2% | |
| HARDNG LOEVNR INTL EQ PRT INST Mutual Fund - | — | — | — | $2.1M | 2.0% | |
| TRP RET 2020 TR-A Common Trust Fund - | — | — | — | $2.0M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.9% | |
| VANGUARD EXTENDED MKT INDEX Mutual Fund - | — | — | — | $1.4M | 1.4% | |
| TRP RET 2055 TR-A Common Trust Fund - | — | — | — | $1.3M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| FIDELITY TOTAL BOND K6 Mutual Fund - | — | — | — | $1.2M | 1.2% | |
| VANGUARD TTL INT STOCK IND ADM Mutual Fund - | — | — | — | $1.1M | 1.1% | |
| VANGUARD TOTAL BOND INDEX ADM Mutual Fund - | — | — | — | $818K | 0.8% | |
| Participant loans: Participant loans, interest rates - | — | — | — | $596K | 0.6% | |
| TRP RET 2060 TR-A Common Trust Fund - | — | — | — | $545K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $545K | 0.5% | |
| TRP RET 2010 TR-A Common Trust Fund - | — | — | — | $353K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $353K | 0.3% | |
| TRP RET 2015 TR-A Common Trust Fund - | — | — | — | $182K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $182K | 0.2% | |
| TRP RET 2005 TR-A Common Trust Fund - | — | — | — | $100K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $100K | <0.1% | |
| TRP US TREAS MONEY Mutual Fund - | — | — | — | $63K | <0.1% | |
| TRP RET 2065 TR-A Common Trust Fund - | — | — | — | $63K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $63K | <0.1% |
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