Original filing (PDF)20250929123739NAL0026762610001

BIOBRIDGE GLOBAL

Name: BIOBRIDGE GLOBAL — BIOBRIDGE GLOBAL RETIREMENT PLAN, Form 5500 (2024)
Creator: BIOBRIDGE GLOBAL

Form 5500

FILING_RECEIVED

BIOBRIDGE GLOBAL RETIREMENT PLAN

401(k) retirement plan

Active participants

766

Accounts w/ balance

978

Plan assets (EOY)

$65.1M

Net assets (EOY)

$65.1M

How this plan invests

This plan

2 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

22 bps in Schedule C fees — modestly above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOBRIDGE GLOBAL.

Plan sponsor

Name

BIOBRIDGE GLOBAL

EIN

45-4765222

Address

6211 IH 10 WEST · SAN ANTONIO, TX · 78201

Phone

(210) 757-9505

Industry

Health Care & Social Assistancesee 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

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$55K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS, LLC	61-1758632	—	CONSULTANT	$78K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$13K	—

Investments

29 direct securities · 2 pooled funds· $62.6M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$60.6M

29 holdings

Common Collective Trust

$2.1M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2040 PRM Mutual fund	—	—	$474K	$11.7M	17.9%
Fidelity Growth Company K6 Mutual fund	—	—	$209K	$6.4M	9.8%
Fidelity Freedom Index 2030 PRM Mutual fund	—	—	$304K	$6.1M	9.4%
Fidelity Freedom Index 2035 PRM Mutual fund	—	—	$262K	$6.1M	9.4%
Fidelity Freedom Index 2055 IPR Mutual fund	—	—	$204K	$4.4M	6.7%
Fidelity Freedom Index 2050 IPR Mutual fund	—	—	$167K	$4.3M	6.7%
Fidelity 500 Index Mutual fund	—	—	$20K	$4.0M	6.2%
Fidelity Freedom Index 2060 IPR Mutual fund	—	—	$116K	$2.1M	3.2%
Fidelity Managed Income Portfolio II Common/collective trust	—	—	$2K	$1.8M	2.8%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.7M	2.7%
Fidelity Freedom Index 2025 PRM Mutual fund	—	—	$90K	$1.7M	2.6%
Fidelity Freedom Index 2020 PRM Mutual fund	—	—	$101K	$1.6M	2.4%
Pioneer Bond K Mutual fund	—	—	$182K	$1.5M	2.3%
Notes receivable from Various maturity dates participants through June 2039 with interest rates of 4.25% – 9.5%	—	—	—	$1.4M	2.1%
MFS Value R6 Mutual fund	—	—	$21K	$1.0M	1.6%
Fidelity Balanced K6 Mutual fund	—	—	$62K	$994K	1.5%
Fidelity Freedom Index 2065 IPR Mutual fund	—	—	$64K	$940K	1.4%
MFS Intl Divrsn R6 Mutual fund	—	—	$38K	$868K	1.3%
Fidelity Mid Cap Index Mutual fund	—	—	$22K	$746K	1.1%
Fidelity Government Money Market K6 Mutual fund	—	—	$733K	$733K	1.1%
Vanguard Total Intl Stk AD Mutual fund	—	—	$17K	$540K	0.8%
CRLN E Mid Cap Gr R6 Mutual fund	—	—	$6K	$449K	0.7%
IS US Agg BD Index K Mutual fund	—	—	$48K	$428K	0.7%
KAR SM CAP SUST GR 3 SEI TRUST COMPANY · EIN 82-1071429 / PN 006	Common Collective Trust	—	$16K	$346K	0.5%
AM Cent Md Cap Val R6 Mutual fund	—	—	$21K	$332K	0.5%
Fidelity Freedom Index Income PRM Mutual fund	—	—	$16K	$188K	0.3%
Fidelity Freedom Index 2010 PRM Mutual fund	—	—	$9K	$112K	0.2%
Fidelity Small Cap Index Mutual fund	—	—	$3K	$81K	0.1%
AS Spl Small Cap Value R6 Mutual fund	—	—	$1K	$50K	<0.1%
Fidelity Freedom Index 2015 PRM Mutual fund 286.377	—	—	—	$4K	<0.1%
Fidelity Freedom Index 2070 IPR Mutual fund 220.900	—	—	—	$2K	<0.1%