How big is Stoke Therapeutics, Inc.'s plan?

Stoke Therapeutics, Inc.'s plan reported $14.0M in assets and 128 participants for 2024.

Original filing (PDF)20251011162600NAL0008595649001

Stoke Therapeutics, Inc.

Name: Stoke Therapeutics, Inc. — Stoke Therapeutics, Inc., Form 5500 (2024)
Creator: Stoke Therapeutics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Stoke Therapeutics, Inc. 401(k) Retirement Plan

401(k) retirement plan · Stoke Therapeutics, Inc.'s Stoke Therapeutics, Inc. 401(k) Retirement Plan held $14.0M in plan assets for 128 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

128

Accounts w/ balance

134

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Thomas Leggett signed Stoke Therapeutics, Inc.'s 2024 Form 5500 as plan administrator.

Thomas Leggett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stoke Therapeutics, Inc.'s EIN is 47-1144582.

EIN 47-1144582

Plan number 001

Plan year 2024

ACK ID 20251011162600NAL0008595649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stoke Therapeutics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stoke Therapeutics, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 193K (6% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

STOKE THERAPEUTICS, INC.

EIN

all filings

Address

45 WIGGINS AVENUE · BEDFORD, MA · 01730

Phone

(781) 430-8224

Industry

Professional & Technical Services

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

2025-10-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

35 direct securities · 1 pooled fund· $14.0M(100% 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.

Mutual Funds

$8.4M

17 holdings

Common Collective Trusts

$4.1M

9 holdings

Other securities

$1.4M

8 holdings

U.S. Treasuries

$25K

1 holding

Common Collective Trust

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.1M	15.2%
Fidelity Blue Chip Growth K6 Fund Mutual fund	Mutual Funds	—	—	$1.5M	10.6%
Fidelity Freedom Index 2035 Fund Investor Class Mutual fund	Mutual Funds	—	—	$1.2M	8.9%
Fidelity Freedom Index 2040 Fund Investor Class Mutual fund	Mutual Funds	—	—	$1.2M	8.4%
Fidelity Freedom Index 2045 Fund Investor Class Mutual fund	Mutual Funds	—	—	$928K	6.6%
Fidelity Freedom Index 2050 Fund Investor Class Mutual fund	Mutual Funds	—	—	$776K	5.5%
Fidelity Freedom Index 2055 Fund Investor Class Mutual fund	Mutual Funds	—	—	$698K	5.0%
Fidelity Freedom Index 2025 Fund Investor Class Mutual fund	Mutual Funds	—	—	$591K	4.2%
Fidelity Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$582K	4.2%
BNY Mellon Small/Mid Cap Growth Fund Class Y Mutual fund	Other securities	—	—	$498K	3.6%
Cohen & Steers Real Estate Securities Z Mutual fund	Other securities	—	—	$362K	2.6%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$319K	2.3%
Fidelity Freedom Index 2030 Fund Investor Class Mutual fund	Mutual Funds	—	—	$318K	2.3%
Fidelity Global ex U.S. Index Fund Mutual fund	Common Collective Trusts	—	—	$275K	2.0%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$267K	1.9%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$232K	1.7%
Fidelity International Capital Appreciation K6 Fund Mutual fund	Mutual Funds	—	—	$230K	1.6%
Fidelity Total Bond K6 Fund Mutual fund	Mutual Funds	—	—	$189K	1.3%
maturing through 2033	Other securities	—	—	$186K	1.3%
Fidelity Small Cap Growth K6 Fund Mutual fund	Mutual Funds	—	—	$183K	1.3%
Fidelity Mid Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$179K	1.3%
American Funds New Perspective Fund Class R-6 Mutual fund	Mutual Funds	—	—	$158K	1.1%
Columbia Emerging Markets Fund I3 Mutual fund	Other securities	—	—	$151K	1.1%
Allspring Special Mid Cap Value Fund - Class R6 Mutual fund	Other securities	—	—	$149K	1.1%
American Funds American Mutual Fund Class R-6 Mutual fund	Mutual Funds	—	—	$134K	1.0%
Fidelity Government Money Market Fund Class K6 Mutual fund	Mutual Funds	—	—	$133K	0.9%
Fidelity Freedom Index 2060 Fund Investor Class Mutual fund	Mutual Funds	—	—	$111K	0.8%
Fidelity Small Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$87K	0.6%
Fidelity Inflation-Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$64K	0.5%
Fidelity Freedom Index 2010 Fund Investor Class Mutual fund	Mutual Funds	—	—	$52K	0.4%
American Century Small Cap Value Fund R6 Class Mutual fund	Other securities	—	—	$25K	0.2%
JPMorgan Government Bond Fund Class R6 Mutual fund	U.S. Treasuries	—	—	$25K	0.2%
Macquarie International Core Equity Fund R6 Class Mutual fund	Other securities	—	—	$24K	0.2%
Fidelity Freedom Index 2065 Fund Investor Class Mutual fund	Mutual Funds	—	—	$24K	0.2%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$18K	0.1%
FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$8	<0.1%