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Original filing (PDF)20250903124204NAL0009078963001
MOLEKULE GROUP, INC.
Form 5500
FILING_RECEIVED
MOLEKULE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
140
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLEKULE GROUP, INC..
Plan sponsor
Name
MOLEKULE GROUP, INC.
EIN
45-3213164
Address
10455 RIVERSIDE DR · SUITE 100 · PALM BEACH GARDENS, FL · 33410
Phone
(415) 259-7537
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
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
TEMPLETON & COMPANY, LLP
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 | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $17K | — |
Investments
30 direct securities· $7.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FRDM Bld 2040 Fund | — | — | — | $1.5M | 21.5% | |
| Fidelity FRDM Bld 2050 Fund | — | — | — | $1.4M | 18.9% | |
| Fidelity FRDM Bld 2055 Fund | — | — | — | $1.1M | 15.3% | |
| Fidelity FRDM Bld 2045 Fund | — | — | — | $721K | 10.0% | |
| Fidelity FRDM Bld 2035 Fund | — | — | — | $647K | 9.0% | |
| Fidelity FRDM Bld 2030 Fund | — | — | — | $552K | 7.7% | |
| Fidelity FRDM Bld 2060 Fund | — | — | — | $358K | 5.0% | |
| Fidelity 500 Index Fund | — | — | — | $292K | 4.1% | |
| Fidelity FRDM Bld 2025 Fund | — | — | — | $133K | 1.8% | |
| iShares Mid-Cap Idx Fund | — | — | — | $81K | 1.1% | |
| Gabelli US Gabelli US Treasury Money Market Fund | — | — | — | $68K | 0.9% | |
| Dodge & Cox IS R2000 SM-Cap Fund | — | — | — | $48K | 0.7% | |
| Fidelity FRDM Bld 2065 Fund | — | — | — | $44K | 0.6% | |
| Fidelity FRDM Bld 2010 Fund | — | — | — | $31K | 0.4% | |
| Fidelity Blue Chip Gr Fund | — | — | — | $24K | 0.3% | |
| Notes receivable from Loans to participants, interest rates ranging from * - | — | — | — | $24K | 0.3% | |
| PIMCO RAE US Sm Fund | — | — | — | $23K | 0.3% | |
| RBC Emrg Mkts Eq Fund | — | — | — | $21K | 0.3% | |
| Allspring Special Mid Cap Val Fund | — | — | — | $16K | 0.2% | |
| iShares US Agg BD Idx Fund | — | — | — | $16K | 0.2% | |
| JPMorgan US Equity Fund | — | — | — | $14K | 0.2% | |
| Calvert Intl Eq Fund | — | — | — | $13K | 0.2% | |
| John Hancock Enterprise Fund | — | — | — | $13K | 0.2% | |
| iShares MSCI Tot Intl Fund | — | — | — | $12K | 0.2% | |
| JPMorgan Govt Bond Fund | — | — | — | $9K | 0.1% | |
| JPMorgan US Value Fund | — | — | — | $7K | 0.1% | |
| Western Asset Core Pls Bond Fund | — | — | — | $6K | <0.1% | |
| Fidelity Total Bond Fund | — | — | — | $3K | <0.1% | |
| C&S Realty Shares Fund | — | — | — | $3K | <0.1% | |
| PIMCO Commplus Strat Fund | — | — | — | $2K | <0.1% |
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