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Original filing (PDF)20250922143122NAL0004828689001
CHROMADEX, INC.
Form 5500
FILING_RECEIVED
CHROMADEX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
134
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 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 CHROMADEX, INC..
Plan sponsor
Name
CHROMADEX, INC.
EIN
33-0880006
Address
10900 WILSHIRE BLVD, SUITE 600 · LOS ANGELES, CA · 90024
Phone
(949) 419-0288
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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2S · Automatic enrollment
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUCAS, HORSFALL, MURPHY & PINDROH,
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 | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | 13-5657518 | — | ADVISOR | $23K | — |
Investments
31 direct securities · 2 pooled funds· $8.5M(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
$8.4M
31 holdings
Common Collective Trust
$96K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | — | — | — | $2.0M | 23.3% | |
| FID FDM IDX 2035 INV Mutual fund | — | — | — | $1.3M | 14.8% | |
| FID FDM IDX 2055 INV Mutual fund | — | — | — | $1.1M | 13.3% | |
| FID FDM IDX 2050 INV Mutual fund | — | — | — | $770K | 9.1% | |
| FID FDM IDX 2045 INV Mutual fund | — | — | — | $691K | 8.1% | |
| FID FDM IDX 2040 INV Mutual fund | — | — | — | $403K | 4.8% | |
| AB LG CAP GRTH I Mutual fund | — | — | — | $269K | 3.2% | |
| AF INV CO OF AMER R6 Mutual fund | — | — | — | $243K | 2.9% | |
| FID FDM IDX 2060 INV Mutual fund | — | — | — | $217K | 2.6% | |
| FID MID CAP IDX Mutual fund | — | — | — | $212K | 2.5% | |
| VICTORY S EST VAL R6 Mutual fund | — | — | — | $175K | 2.1% | |
| FID OVERSEAS Mutual fund | — | — | — | $129K | 1.5% | |
| PUTN LG CAP VAL R6 Mutual fund | — | — | — | $116K | 1.4% | |
| FID FDM IDX 2025 INV Mutual fund | — | — | — | $101K | 1.2% | |
| Participant loans February 2035 | — | — | — | $96K | 1.1% | |
| MFS AGGR GR ALLOC R4 Mutual fund | — | — | — | $94K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $94K | 1.1% | |
| FID FDM IDX 2030 INV Mutual fund | — | — | — | $71K | 0.8% | |
| ABF INTL EQUITY R5 Mutual fund | — | — | — | $69K | 0.8% | |
| ABF SM CAP VAL R5 Mutual fund | — | — | — | $68K | 0.8% | |
| JPM CORE PLUS BND R6 Mutual fund | — | — | — | $64K | 0.8% | |
| DFA INF PRT SEC PORT Mutual fund | — | — | — | $54K | 0.6% | |
| MGL EMRG MKTS INST Mutual fund | — | — | — | $49K | 0.6% | |
| DFA LARGE CAP INTL I Mutual fund | — | — | — | $38K | 0.4% | |
| AF EUROPAC GROWTH R6 Mutual fund | — | — | — | $31K | 0.4% | |
| J H VENTURE I Mutual fund | — | — | — | $31K | 0.4% | |
| FID FDM IDX 2065 INV Mutual fund | — | — | — | $11K | 0.1% | |
| JPM US SMALL CO R6 Mutual fund | — | — | — | $8K | <0.1% | |
| EV INC FND BOSTON R6 Mutual fund | — | — | — | $4K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| FID GOVT MMKT Mutual fund | — | — | — | $2K | <0.1% | |
| FID FDM IDX 2010 INV Mutual fund | — | — | — | $1K | <0.1% | |
| MFS CONSERV ALLOC R4 Mutual fund | — | — | — | $1K | <0.1% |
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