JIAN XIE signed Fulgent Therapeutics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fulgent Therapeutics LLC's EIN is 32-0400050.
Download the official 2024 Form 5500 (PDF) for Fulgent Therapeutics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fulgent Therapeutics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC. | 59-1237041 | — | INVESTMENT ADVISORY | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $60.2M | 55.3% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2035 N/R | Mutual Funds | — | — | $19.0M | 17.4% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $18.2M | 16.7% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2045 N/R | Mutual Funds | — | — | $17.1M | 15.7% | |
| Fidelity Investments Fidelity Blue Chip Grwth K6 Fd N/R | Mutual Funds | — | — | $13.2M | 12.1% | |
| Common Collective Trusts SEI Trust Company Nuveen TIAA Lifecycle Index 2055 N/R | Common Collective Trusts | — | — | $11.0M | 10.1% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2025 N/R | Mutual Funds | — | — | $5.5M | 5.0% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index Retirement N/R | Mutual Funds | — | — | $4.1M | 3.7% | |
| Fidelity Investments Fidelity International Idx Fd N/R | Common Collective Trusts | — | — | $2.3M | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fd N/R | Mutual Funds | — | — | $2.0M | 1.8% | |
| Fidelity Investments Fidelity US Bd Idx Fund N/R | Common Collective Trusts | — | — | $1.7M | 1.6% | |
| John Hancock John Hanck Bond Fund R6 N/R | Other securities | — | — | $1.6M | 1.5% | |
| PUTNAM LARGE CAP VALUE I TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.6M | 1.4% | |
| Fidelity Investments Fidelity Sm Cp Ind Fund N/R | Mutual Funds | — | — | $1.4M | 1.3% | |
| Full&Thlr Bhvrl Sm-Cp Gr Fd R6 N/R | Other securities | — | — | $1.2M | 1.1% | |
| LLC SEI Trust Company Nuveen TIAA Lifecycle Index 2065 N/R | Mutual Funds | — | — | $1.2M | 1.1% | |
| s * Voya Retirement Insurance and Voya Fixed Account (4450) N/R | Guaranteed Income / GIC | — | — | $1.1M | 1.0% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $975K | 0.9% | |
| JP Morgan Funds Undiscovered Mngrs Bhv Vl F R6 N/R | Other securities | — | — | $859K | 0.8% | |
| Income Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2030 N/R | Mutual Funds | — | — | $851K | 0.8% | |
| SEI Trust Company Nuveen TIAA Lifecycle Index 2050 N/R | Mutual Funds | — | — | $698K | 0.6% | |
| Portfolio Smead Funds Smead International Value Fund N/R | Other securities | — | — | $653K | 0.6% | |
| Principal Funds, Inc. Principal MidCap R6 N/R | Common Stocks | — | — | $478K | 0.4% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2040 N/R | Mutual Funds | — | — | $396K | 0.4% | |
| Vanguard Group Vangrd Intl Grw Fnd Adm N/R | Mutual Funds | — | — | $322K | 0.3% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2060 N/R | Mutual Funds | — | — | $321K | 0.3% | |
| Artisan Develop Wrld Fd Inst N/R | Other securities | — | — | $242K | 0.2% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities N/R | Mutual Funds | — | — | $192K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price Capital Appreciation Fund N/R | Mutual Funds | — | — | $169K | 0.2% | |
| Class J * Principal Global Investors Trust Principal Real Estate Investment - PGI N/R | Other securities | — | — | $149K | 0.1% | |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $149K | 0.1% | |
| John Hancock John Hanck Dis Val Md Cp Fd R6 N/R | Other securities | — | — | $149K | 0.1% | |
| Lord Abbett Lord Abbett Shrt Dur Inc Fd R5 N/R | Mutual Funds | — | — | $112K | 0.1% | |
| Company CIT US REIT Fund Tier I SEI Trust Company Nuveen TIAA Lifecycle Index 2015 N/R | Common Collective Trusts | — | — | $94K | <0.1% | |
| Annuity Company * Principal Life Insurance Company Principal Guaranteed Option N/R | Common Stocks | — | — | $27K | <0.1% | |
| (E) | Other securities | — | $6K | $27K | <0.1% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2020 N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Class J SEI Trust Company Nuveen TIAA Lifecycle Index 2010 N/R | Mutual Funds | — | — | $3K | <0.1% |
