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Original filing (PDF)20251015085851NAL0008431410001
RESEARCH SQUARE AJE, LLC
Form 5500
FILING_RECEIVED
RESEARCH SQUARE AJE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
290
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 RESEARCH SQUARE AJE, LLC.
Plan sponsor
Name
RESEARCH SQUARE AJE, LLC
EIN
41-2141424
Address
601 W MAIN ST · DURHAM, NC · 27701
Phone
(919) 335-8305
Industry
Admin Support & Waste Mgmtsee 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)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $40K | — |
Investments
27 direct securities · 1 pooled fund· $37.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.7M
27 holdings
Pooled Separate Account
$18.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.3M | 97.9% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $3.9M | 21.0% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $3.1M | 16.7% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $2.6M | 14.1% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $1.6M | 8.8% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.4M | 7.6% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.2M | 6.6% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $815K | 4.4% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $607K | 3.2% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $583K | 3.1% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $458K | 2.4% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $348K | 1.9% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $294K | 1.6% | |
| Voya Mid-Cap Growth Eqty Fd 8 Common Collective Trust | — | — | — | $259K | 1.4% | |
| PGIM Total Return Bond Fund R6 Registered Investment Company | — | — | — | $213K | 1.1% | |
| Loomis Sayles SmCp Grw Fnd N Registered Investment Company | — | — | — | $212K | 1.1% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $146K | 0.8% | |
| MFS Value Fund R6 Registered Investment Company | — | — | — | $137K | 0.7% | |
| JPMorgan Mid Cap Value Fnd R6 Registered Investment Company | — | — | — | $109K | 0.6% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $109K | 0.6% | |
| party date,rate of interest, collateral, par, or maturity date American Funds EuroPacific R6 Registered Investment Company | — | — | — | $86K | 0.5% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $72K | 0.4% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $59K | 0.3% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $48K | 0.3% | |
| (Held at End of Year) RESEARCH SQUARE AJE, LLC 401(K) PLAN EIN#41-2141424 Plan# 001 Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $46K | 0.2% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $42K | 0.2% | |
| LOAN FUND Participant Loans - Rates 5.00% to 9.50% | — | — | — | $30K | 0.2% | |
| Franklin Sm Cap Value Fnd R6 Registered Investment Company | — | — | — | $27K | 0.1% |
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