How big is Bluerock Therapeutics LP's plan?

Bluerock Therapeutics LP's plan reported $20.6M in assets and 232 participants for 2024.

Original filing (PDF)20250729160723NAL0001772099001

Bluerock Therapeutics LP

Name: Bluerock Therapeutics LP — Bluerock Therapeutics US, Form 5500 (2024)
Creator: Bluerock Therapeutics LP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bluerock Therapeutics US Retirement Plan

401(k) retirement plan · Bluerock Therapeutics LP's Bluerock Therapeutics US Retirement Plan held $20.6M in plan assets for 232 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

232

Accounts w/ balance

307

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

Plan identifiers

Bluerock Therapeutics LP's EIN is 36-4841934.

EIN 36-4841934

Plan number 001

Plan year 2024

ACK ID 20250729160723NAL0001772099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bluerock Therapeutics LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bluerock Therapeutics LP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

BLUEROCK THERAPEUTICS LP

EIN

all filings

Address

238 MAIN STREET · 3RD FLOOR · CAMBRIDGE, MA · 02142

Phone

(908) 770-0132

Industry

Professional & Technical Services

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIIOC	04-2647786	—	RECORDKEEPER	$5K	—

Investments

33 direct securities· $20.6M(100% of reported assets)

Mutual Funds

$15.6M

17 holdings

Common Collective Trusts

$3.5M

6 holdings

Other securities

$1.4M

10 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.0M	14.6%
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$2.6M	12.5%
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$2.4M	11.5%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$2.3M	11.1%
Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$2.2M	10.8%
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$2.0M	9.6%
Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$1.5M	7.2%
Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$691K	3.3%
JP Morgan Growth Advantage Fund	Other securities	—	—	$559K	2.7%
Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$486K	2.4%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$429K	2.1%
PIMCO Income Fund	Mutual Funds	—	—	$309K	1.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$215K	1.0%
BlackRock High Yield Fund	Other securities	—	—	$212K	1.0%
American Funds Washington Mutual Fund	Mutual Funds	—	—	$173K	0.8%
JP Morgan Equity Income Fund	Other securities	—	—	$173K	0.8%
Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$145K	0.7%
Voya Intermediate Bond Fund	Other securities	—	—	$134K	0.7%
Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$131K	0.6%
Fidelity Total International Index Fund	Common Collective Trusts	—	—	$125K	0.6%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$109K	0.5%
MFS Mid Cap Value Fund	Mutual Funds	—	—	$105K	0.5%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$95K	0.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$90K	0.4%
Columbia Overseas Value Fund	Other securities	—	—	$89K	0.4%
Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$83K	0.4%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$70K	0.3%
Macquarie (formerly, Delaware) Emerging Markets Fund	Other securities	—	—	$67K	0.3%
American Century Real Estate Fund	Other securities	—	—	$66K	0.3%
Goldman Sachs International Equity Insights Fund	Other securities	—	—	$65K	0.3%
Principal Small Cap Value II Fund	Other securities	—	—	$52K	0.3%
BlackRock Inflation Protected Bond Fund	Other securities	—	—	$14K	<0.1%
Fidelity Freedom Index Fund	Common Collective Trusts	—	—	$3K	<0.1%