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Original filing (PDF)20250930114245NAL0005471587001
DENALI THERAPEUTICS INC.
Form 5500
FILING_RECEIVED
DENALI THERAPEUTICS 401(K) PLAN
401(k) retirement plan
Active participants
410
Accounts w/ balance
605
Plan assets (EOY)
$65.7M
Net assets (EOY)
$65.7M
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
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENALI THERAPEUTICS INC..
Plan sponsor
Name
DENALI THERAPEUTICS INC.
EIN
46-3872213
Address
161 OYSTER POINT BLVD · SOUTH SAN FRANCISCO, CA · 94080
Phone
(650) 452-9077
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-30
Pension benefit codes
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SENSIBA 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 | -$7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
30 direct securities· $65.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9.8M | 14.9% | |
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | — | — | — | $9.7M | 14.8% | |
| Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund | — | — | — | $6.5M | 10.0% | |
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $6.1M | 9.3% | |
| Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund | — | — | — | $5.8M | 8.8% | |
| Large Cap Growth Index Fund Mutual Fund | — | — | — | $5.5M | 8.4% | |
| Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund | — | — | — | $4.8M | 7.4% | |
| Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund | — | — | — | $2.3M | 3.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2.1M | 3.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.5M | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.5M | 2.3% | |
| Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund | — | — | — | $1.2M | 1.8% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $1.2M | 1.8% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $1.1M | 1.7% | |
| JPMorgan International Equity Fund Class R6 Mutual Fund | — | — | — | $796K | 1.2% | |
| Fidelity Brokerage Link Mutual Funds and Cash | — | — | — | $717K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $684K | 1.0% | |
| Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund | — | — | — | $649K | 1.0% | |
| DFA Investment Grade Portfolio Institutional Class Shares Mutual Fund | — | — | — | $637K | 1.0% | |
| JPMorgan International Equity Fund Class R6 Mutual Fund | — | — | — | $519K | 0.8% | |
| American Century Small Cap Growth Fund R6 Class Mutual Fund | — | — | — | $456K | 0.7% | |
| The Gabelli U.S. Treasury Money Market Fund Class Money Market | — | — | — | $295K | 0.4% | |
| Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund | — | — | — | $258K | 0.4% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $236K | 0.4% | |
| MFS New Discovery Value Fund Class R6 Mutual Fund | — | — | — | $224K | 0.3% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $217K | 0.3% | |
| Columbia Balanced Fund Institutional 3 Class Mutual Fund | — | — | — | $90K | 0.1% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $80K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Investor Class Mutual Fund | — | — | — | $59K | <0.1% | |
| Fidelity Freedom Index Income Fund Investor Class Mutual Fund | — | — | — | $52K | <0.1% |
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