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Original filing (PDF)20251015135506NAL0006489392001
CORIUM, LLC
Form 5500
FILING_RECEIVED
CORIUM, LLC 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
340
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
30 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORIUM, LLC.
Plan sponsor
Name
CORIUM, LLC
EIN
38-3230774
Address
55 CAMBRIDGE PARKWAY · SUITE 401 · CAMBRIDGE, MA · 02142
Phone
(616) 656-4563
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Investments
30 direct securities· $31.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $5.3M | 17.0% | |
| Fidelity 500 Index | — | — | — | $4.1M | 13.2% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $3.2M | 10.3% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $3.0M | 9.8% | |
| Fidelity Contrafund K6 | — | — | — | $2.4M | 7.9% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $2.0M | 6.3% | |
| Columbia Dividend Income Fund | — | — | — | $1.6M | 5.1% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $1.6M | 5.1% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $1.3M | 4.3% | |
| Fidelity FID FDM IDX 2020 IPR | — | — | — | $1.1M | 3.5% | |
| AB Small Cap Growth | — | — | — | $1.0M | 3.4% | |
| Fidelity Mid Cap Index | — | — | — | $969K | 3.1% | |
| Fidelity Money market fund - Fidelity Government Money Market | — | — | — | $895K | 2.9% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $612K | 2.0% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $289K | 0.9% | |
| Fidelity Small Cap | — | — | — | $217K | 0.7% | |
| Fidelity Puritan K6 | — | — | — | $214K | 0.7% | |
| Participants Participant notes receivable bearing interest at rates ranging from 3.25 to 8.50 percent - | — | — | — | $207K | 0.7% | |
| Fidelity International Index | — | — | — | $198K | 0.6% | |
| Fidelity U.S. Bond Index | — | — | — | $160K | 0.5% | |
| Fidelity FID FDM IDX 2065 | — | — | — | $138K | 0.4% | |
| Fidelity Total Bond K6 Fund | — | — | — | $117K | 0.4% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $107K | 0.3% | |
| Neuberger Berman Neuberger Berman Strategic Income Fund | — | — | — | $101K | 0.3% | |
| Columbia Overseas Value Fund | — | — | — | $63K | 0.2% | |
| DFA Real Estate Securities * 661 Janus Henderson Janus Henderson Enterprise N | — | — | — | $52K | 0.2% | |
| Fidelity Freedom Inc IPR | — | — | — | $24K | <0.1% | |
| Allspring Special Small Cap Value Fund R6 | — | — | — | $15K | <0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $7K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | — | — | — | $4K | <0.1% |
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