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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 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$11K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO39-2018056ADVISOR$17K

Investments

30 direct securities· $7.2M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity FRDM Bld 2040 Fund$1.5M21.5%
Fidelity FRDM Bld 2050 Fund$1.4M18.9%
Fidelity FRDM Bld 2055 Fund$1.1M15.3%
Fidelity FRDM Bld 2045 Fund$721K10.0%
Fidelity FRDM Bld 2035 Fund$647K9.0%
Fidelity FRDM Bld 2030 Fund$552K7.7%
Fidelity FRDM Bld 2060 Fund$358K5.0%
Fidelity 500 Index Fund$292K4.1%
Fidelity FRDM Bld 2025 Fund$133K1.8%
iShares Mid-Cap Idx Fund$81K1.1%
Gabelli US Gabelli US Treasury Money Market Fund$68K0.9%
Dodge & Cox IS R2000 SM-Cap Fund$48K0.7%
Fidelity FRDM Bld 2065 Fund$44K0.6%
Fidelity FRDM Bld 2010 Fund$31K0.4%
Fidelity Blue Chip Gr Fund$24K0.3%
Notes receivable from Loans to participants, interest rates ranging from * -$24K0.3%
PIMCO RAE US Sm Fund$23K0.3%
RBC Emrg Mkts Eq Fund$21K0.3%
Allspring Special Mid Cap Val Fund$16K0.2%
iShares US Agg BD Idx Fund$16K0.2%
JPMorgan US Equity Fund$14K0.2%
Calvert Intl Eq Fund$13K0.2%
John Hancock Enterprise Fund$13K0.2%
iShares MSCI Tot Intl Fund$12K0.2%
JPMorgan Govt Bond Fund$9K0.1%
JPMorgan US Value Fund$7K0.1%
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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