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Original filing (PDF)20251002050637NAL0000092691001
BEONE MEDICINES USA, INC.
Form 5500
FILING_RECEIVED
BEONE MEDICINES 401(K) PLAN
401(k) retirement plan
Active participants
1,650
Accounts w/ balance
2,030
Plan assets (EOY)
$228.5M
Net assets (EOY)
$228.5M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEONE MEDICINES USA, INC..
Plan sponsor
Name
BEONE MEDICINES USA, INC.
EIN
36-4815718
Address
835 INDUSTRIAL RD., 6TH FLOOR · SAN CARLOS, CA · 94070
Phone
(781) 801-1800
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITHBROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
Investments
34 direct securities · 1 pooled fund· $223.7M(98% 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.
Registered Investment Companies
$220.7M
34 holdings
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $32.8M | 14.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $25.1M | 11.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $24.7M | 10.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $23.1M | 10.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $21.7M | 9.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $15.0M | 6.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $13.0M | 5.7% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $7.7M | 3.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $5.9M | 2.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $5.8M | 2.5% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $5.4M | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $5.2M | 2.3% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $4.4M | 1.9% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $4.0M | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $2.8M | 1.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $2.6M | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2.6M | 1.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $2.2M | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 0.7% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $1.6M | 0.7% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $1.5M | 0.7% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $1.5M | 0.7% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $1.5M | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $1.5M | 0.6% | |
| CARILLON EAGLE GR AND INC R6 | Registered Investment Companies | — | — | $1.4M | 0.6% | |
| NUV MID CAP VALUE OPPS R6 | Registered Investment Companies | — | — | $1.2M | 0.5% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.1M | 0.5% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $1.1M | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $932K | 0.4% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $780K | 0.3% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $661K | 0.3% | |
| CALVERT EQUITY FUND - R6 | Registered Investment Companies | — | — | $384K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $128K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $73K | <0.1% |