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Original filing (PDF)20250925145804NAL0003602771001
BIONTECH US INC.
Form 5500
FILING_RECEIVED
BIONTECH US 401(K) PLAN
401(k) retirement plan
Active participants
802
Accounts w/ balance
906
Plan assets (EOY)
$71.6M
Net assets (EOY)
$71.6M
How this plan invests
This plan
41 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 BIONTECH US INC..
Plan sponsor
Name
BIONTECH US INC.
EIN
46-3915846
Address
40 ERIE STREET · SUITE 110 · CAMBRIDGE, MA · 02139
Phone
(857) 228-6110
Industry
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY GRAY GRAY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORD KEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | BROKER DEALER OF ADVISOR | $90K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY GRAY AND GRAY | 04-2088368 | — | AUDITOR | $17K | — |
Investments
41 direct securities· $71.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $10.5M | 14.7% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $8.8M | 12.3% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $7.8M | 10.8% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $5.8M | 8.2% | |
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $5.8M | 8.1% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $5.7M | 7.9% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $4.3M | 6.0% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $2.9M | 4.1% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $2.9M | 4.0% | |
| Vanguard Growth Index Adm Registered Investment Company | — | — | — | $2.0M | 2.8% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $2.0M | 2.8% | |
| Vanguard Total Stock Market Index Adm Registered Investment Company | — | — | — | $2.0M | 2.7% | |
| Vanguard Federal Money Market Inv Registered Investment Company | — | — | — | $1.4M | 1.9% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $1.1M | 1.5% | |
| Brown Advisory Sustainable Gr Instl Registered Investment Company | — | — | — | $882K | 1.2% | |
| DFA Intl Core Equity Portfolio Instl Registered Investment Company | — | — | — | $769K | 1.1% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $767K | 1.1% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | — | — | — | $733K | 1.0% | |
| Vanguard Small-Cap Index Adm Registered Investment Company | — | — | — | $637K | 0.9% | |
| JPMorgan U.S. Value R6 Registered Investment Company | — | — | — | $502K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $501K | 0.7% | |
| Vanguard Equity Income Adm Registered Investment Company | — | — | — | $420K | 0.6% | |
| Allspring Special Mid Cap Value R6 Registered Investment Company | — | — | — | $367K | 0.5% | |
| 9.50% maturing through 2039 - | — | — | — | $367K | 0.5% | |
| BlackRock Total Return K Registered Investment Company | — | — | — | $318K | 0.4% | |
| Calvert U.S. Large Cap Core Respon Ind I Registered Investment Company | — | — | — | $283K | 0.4% | |
| BlackRock Emerging Mkts Instl Registered Investment Company | — | — | — | $262K | 0.4% | |
| Hartford Schroders Intl Stock SDR Registered Investment Company | — | — | — | $215K | 0.3% | |
| Vanguard Real Estate Index Adm Registered Investment Company | — | — | — | $211K | 0.3% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $207K | 0.3% | |
| Allspring Special Small Cap Value R6 Registered Investment Company | — | — | — | $188K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $169K | 0.2% | |
| American Funds Mortgage Fund R6 Registered Investment Company | — | — | — | $159K | 0.2% | |
| Calvert Bond Fund I Registered Investment Company | — | — | — | $152K | 0.2% | |
| Janus Henderson Venture N Registered Investment Company | — | — | — | $125K | 0.2% | |
| Vanguard Short-Term Invest Grade Adm Registered Investment Company | — | — | — | $114K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Registered Investment Company | — | — | — | $109K | 0.2% | |
| MFS Global Equity R6 Registered Investment Company | — | — | — | $90K | 0.1% | |
| Federated Hermes Instl Hiyd Bd R6 Registered Investment Company | — | — | — | $85K | 0.1% | |
| American Funds Inflation Linked Bd R6 Registered Investment Company | — | — | — | $76K | 0.1% | |
| BrandywineGLOBAL Global Opport Bond IS Registered Investment Company | — | — | — | $42K | <0.1% |