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Original filing (PDF)20251006161326NAL0002038371001
LYTX, INC.
Form 5500
FILING_RECEIVED
LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
787
Accounts w/ balance
1,044
Plan assets (EOY)
$99.8M
Net assets (EOY)
$99.8M
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)
89
/ 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
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
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 LYTX, INC..
Plan sponsor
Name
LYTX, INC.
EIN
33-0794096
Address
9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA · 92121
Phone
(858) 430-4000
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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $28K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $99.9M(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
$99.2M
30 holdings
Common Collective Trust
$754K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $18.9M | 18.9% | |
| Fidelity Investments Fidelity Freedom 2050 K6 | — | — | — | $9.7M | 9.8% | |
| Fidelity Investments Fidelity Freedom 2035 K6 | — | — | — | $8.6M | 8.7% | |
| Fidelity Investments Fidelity Freedom 2045 K6 | — | — | — | $7.6M | 7.6% | |
| Fidelity Investments Fidelity Freedom 2055 K6 | — | — | — | $7.5M | 7.5% | |
| Fidelity Investments Fidelity Freedom 2040 K6 | — | — | — | $7.5M | 7.5% | |
| Fidelity Investments Fidelity Select Technology | — | — | — | $6.3M | 6.3% | |
| Fidelity Investments Fidelity Freedom 2030 K6 | — | — | — | $4.8M | 4.9% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 | — | — | — | $4.4M | 4.4% | |
| Fidelity Investments Fidelity Freedom 2060 K6 | — | — | — | $4.0M | 4.0% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $2.8M | 2.8% | |
| PGIM Investments PGIM Total Return Bond R6 | — | — | — | $2.7M | 2.7% | |
| Fidelity Investments Fidelity Freedom 2025 K6 | — | — | — | $2.2M | 2.2% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $1.8M | 1.8% | |
| Fidelity Investments Fidelity International Index | — | — | — | $1.6M | 1.6% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $1.3M | 1.3% | |
| Fidelity Investments Fidelity Freedom 2065 K6 | — | — | — | $1.1M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Growth K6 | — | — | — | $809K | 0.8% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% $0 | — | — | — | $796K | 0.8% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $757K | 0.8% | |
| Great Gray Trust Company, LLC Putnum Large Cap Value R1 | — | — | — | $754K | 0.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $754K | 0.8% | |
| MFS International Diversification Fund | — | — | — | $717K | 0.7% | |
| John Hancock JHancock Disciplined Value Mid Cap R6 | — | — | — | $580K | 0.6% | |
| Fidelity Investments Fidelity Emerging Markets Fund | — | — | — | $520K | 0.5% | |
| Fidelity Investments Fidelity Real Estate Investments | — | — | — | $383K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2015 K6 | — | — | — | $260K | 0.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $245K | 0.2% | |
| Fidelity Investments Fidelity Freedom Income K6 | — | — | — | $224K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2020 K6 | — | — | — | $201K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2010 K6 | — | — | — | $12K | <0.1% |
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