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Original filing (PDF)20251015150503NAL0009930418001
MASSGENICS, INC.
Form 5500
FILING_RECEIVED
MASSGENICS INCORPORATED PENSION PLAN
Defined-contribution retirement plan
Signals · 1
59% in single holding
Active participants
1
Accounts w/ balance
157
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GALLIARD STABLE RETURN FUND CORE" is 59% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSGENICS, INC..
Plan sponsor
Name
MASSGENICS, INC.
EIN
46-2454072
Address
1455 LINCOLN PARKWAY EAST 8TH FLOOR · ATLANTA, GA · 30346
Phone
(917) 258-3973
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
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 | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
1 direct security · 10 pooled funds· $3.6M(68% 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.
Common Collective Trust
$2.2M
10 holdings
Uncategorized
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CORE | — | — | $1.5M | $1.3M | 25.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 25.4% | |
| PLT HYBRID 2030 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $373K | 7.2% | |
| PLT HYBRID 2020 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $299K | 5.8% | |
| PLT HYBRID 2040 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $104K | 2.0% | |
| PLT HYBRID 2050 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $51K | 1.0% | |
| PLT HYBRID 2025 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $38K | 0.7% | |
| PLT HYBRID INC Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | 0.4% | |
| PLT HYBRID 2045 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $19K | 0.4% | |
| PLT HYBRID 2035 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $6K | 0.1% | |
| PLT HYBRID 2055 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% |
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