Back to filter
Original filing (PDF)20250717152135NAL0000268147001
GENOMATICA, INC.
Form 5500
FILING_RECEIVED
GENOMATICA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
201
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENOMATICA, INC..
Plan sponsor
Name
GENOMATICA, INC.
EIN
33-0831527
Address
4757 NEXUS CENTER DRIVE · SAN DIEGO, CA · 921213051
Phone
(858) 362-8565
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
2025-07-17
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FINL | 41-0944586 | — | NONE | $31K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
Investments
59 direct securities· $21.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $3.0M | 13.8% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $2.7M | 12.2% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $2.3M | 10.5% | |
| Nationwide Inv Destinations Mod Agr R6 Registered Investment Company | — | — | — | $1.4M | 6.6% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $1.2M | 5.7% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $1.2M | 5.3% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $992K | 4.6% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $910K | 4.2% | |
| Vanguard Dividend Growth Inv Registered Investment Company | — | — | — | $835K | 3.8% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $696K | 3.2% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $633K | 2.9% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $569K | 2.6% | |
| Macquarie Science And Technology R6 Registered Investment Company | — | — | — | $527K | 2.4% | |
| BlackRock Health Sciences Opp Port Instl Registered Investment Company | — | — | — | $477K | 2.2% | |
| Nationwide BNY Mellon Dyn US Core R6 Registered Investment Company | — | — | — | $410K | 1.9% | |
| Vanguard Mid-Cap Growth Index Adm Registered Investment Company | — | — | — | $400K | 1.8% | |
| Vanguard Equity Income Adm Registered Investment Company | — | — | — | $385K | 1.8% | |
| Vanguard Small-Cap Growth Index Adm Registered Investment Company | — | — | — | $248K | 1.1% | |
| PGIM Jennison Small Company R6 Registered Investment Company | — | — | — | $209K | 1.0% | |
| DFA U.S. Small Cap Portfolio I Registered Investment Company | — | — | — | $195K | 0.9% | |
| Nationwide S&P 500 Index R6 Registered Investment Company | — | — | — | $187K | 0.9% | |
| Nationwide Inv Dest Mod R6 Registered Investment Company | — | — | — | $179K | 0.8% | |
| Goldman Sachs Mid Cap Value R6 Registered Investment Company | — | — | — | $152K | 0.7% | |
| American Funds SMALLCAP World R6 Registered Investment Company | — | — | — | $144K | 0.7% | |
| Nationwide Internl Index Fund R6 Registered Investment Company | — | — | — | $140K | 0.6% | |
| Vanguard Federal Money Market Inv Registered Investment Company | — | — | — | $140K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $138K | 0.6% | |
| PGIM High Yield R6 Registered Investment Company | — | — | — | $136K | 0.6% | |
| Nationwide Mid Cap Mkts Index R6 Registered Investment Company | — | — | — | $131K | 0.6% | |
| Vanguard International Growth Adm Registered Investment Company | — | — | — | $119K | 0.5% | |
| Vanguard Communications Services Adm Registered Investment Company | — | — | — | $115K | 0.5% | |
| Invesco Intl Small-Mid Company Y Registered Investment Company | — | — | — | $93K | 0.4% | |
| PGIM Short-Term Corp Bond R6 Registered Investment Company | — | — | — | $74K | 0.3% | |
| Vanguard International Core Stock Adm Registered Investment Company | — | — | — | $73K | 0.3% | |
| Schwab Self-Direct Invest Fund V Participant-Directed Brokerage | — | — | — | $72K | 0.3% | |
| Goldman Sachs Short Dur Govt R6 Registered Investment Company | — | — | — | $69K | 0.3% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $65K | 0.3% | |
| Goldman Sachs Sm Cap Val Insights R6 Registered Investment Company | — | — | — | $60K | 0.3% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $55K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $50K | 0.2% | |
| Interest rates ranging from 4% to 6%, * Loans to participants maturing through September 2033 - | — | — | — | $50K | 0.2% | |
| Matthews China Fund Registered Investment Company | — | — | — | $40K | 0.2% | |
| Goldman Sachs Inflation Prot Sec R6 Registered Investment Company | — | — | — | $36K | 0.2% | |
| JPMorgan Mortgage Backed Sec R6 Registered Investment Company | — | — | — | $35K | 0.2% | |
| Vanguard European Stock Index Adm Registered Investment Company | — | — | — | $34K | 0.2% | |
| Allspring Precious Metals Instl Registered Investment Company | — | — | — | $25K | 0.1% | |
| Vanguard Pacific Stock Index Adm Registered Investment Company | — | — | — | $25K | 0.1% | |
| DFA International Value Portfolio I Registered Investment Company | — | — | — | $22K | 0.1% | |
| Vanguard Short-Term Treasury Idx ETF Registered Investment Company | — | — | — | $17K | <0.1% | |
| Vanguard Short-Term Treasury Adm Registered Investment Company | — | — | — | $15K | <0.1% | |
| Loomis Sayles Global Bond Fund N Registered Investment Company | — | — | — | $14K | <0.1% | |
| PGIM Jennison Natural Resources R6 Registered Investment Company | — | — | — | $13K | <0.1% | |
| Vanguard Long-Term Treasury Adm Registered Investment Company | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $5K | <0.1% | |
| PIMCO Short Term Instl Registered Investment Company | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Schwab Self-Direct Cash Fund V Participant-Directed Brokerage | — | — | — | $2K | <0.1% |
Related plans
Other plans using OSAIC FINL
ASSOCIATED ADMINISTRATORS LLC
ASSOCIATED ADMINISTRATORS LLC 401(K) PS PLAN
$10.0M · 175 participants
J. GIBSON MCILVAIN COMPANY
J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN
$9.5M · 108 participants
COGNITIVE MEDICAL SYSTEMS, INC.
COGNITIVE MEDICAL SYSTEMS, INC 401(K) PLAN
$6.6M · 150 participants
ITC DEFENSE CORP
ITC DEFENSE CORP 401(K) PROFIT SHARING PLAN
$4.8M · 143 participants
KANSAS BIG BROTHERS BIG SISTERS, INC.
403(B) THRIFT PLAN FOR KANSAS BIG BROTHERS BIG SISTERS INC
$1.9M · 59 participants
Similar-size Professional & Technical Services plans
SYNDAX PHARMACEUTICALS, INC.
SYNDAX PHARMACEUTICALS, INC. 401(K) PLAN
$21.8M · 268 participants
KALEO, INC.
KALEO, INC. 401(K) PLAN
$21.7M · 73 participants
UNCHAINED LABS LLC
UNCHAINED LABS RETIREMENT SAVINGS PLAN
$22.0M · 154 participants
THE WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE INC
WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE 403(B) DC PLAN
$22.0M · 62 participants
ANAPTYSBIO, INC.
ANAPTYSBIO, INC. 401(K) PLAN
$21.5M · 137 participants
THERADEX SYSTEMS, INC.
THERADEX SYSTEMS, INC. RETIREMENT SAVINGS PLAN
$22.1M · 95 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
