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Original filing (PDF)20251010091811NAL0012212176001
VARIANTYX, INC.
Form 5500
FILING_RECEIVED
VARIANTYX, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
159
Accounts w/ balance
133
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VARIANTYX, INC..
Plan sponsor
Name
VARIANTYX, INC.
EIN
47-1885385
Address
1671 WORCESTER RD · SUITE 300 · FRAMINGHAM, MA · 01701
Phone
(617) 209-2090
Industry
Custom Computer Programming· 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
37 direct securities · 1 pooled fund· $8.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.2M
36 holdings
Pooled Separate Account
$4.1M
1 holding
Guaranteed Income / GIC
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RET INS & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.1M | 98.6% | |
| Party Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds Alliancebernstein AB Global Bond Fund Z | — | — | — | $634K | 15.1% | |
| American Beacon Amer Bcn Small Cap Value R5 | — | — | — | $530K | 12.7% | |
| American Funds American Funds Nw Prspctv R6 | — | — | — | $370K | 8.8% | |
| ClearBridge ClrBrg SmCp Grw Fd IS | — | — | — | $354K | 8.4% | |
| Dimensional Fund Advisors DFA Commodity Strategy Prt Ins | — | — | — | $319K | 7.6% | |
| Dimensional Fund Advisors DFA Global Real Est Sec Pt Ins | — | — | — | $235K | 5.6% | |
| Dimensional Fund Advisors DFA Infl-Prot Sec Port Ins | — | — | — | $235K | 5.6% | |
| Dimensional Fund Advisors DFA US Large Cap Vl Port Ins | — | — | — | $222K | 5.3% | |
| Eaton Vance Eaton Vance Atl Cp SMIDCp F R6 | — | — | — | $195K | 4.7% | |
| Invesco Inv Opp Intl Growth R6 | — | — | — | $154K | 3.7% | |
| Invesco Floating Rate ESG F R6 | — | — | — | $127K | 3.0% | |
| Invesco Gold & Special Minerals Fund Class R6 | — | — | — | $105K | 2.5% | |
| MFS Growth Fund R6 | — | — | — | $98K | 2.3% | |
| MFS Technology Fund R6 | — | — | — | $93K | 2.2% | |
| MFS Utilities Fund R6 | — | — | — | $83K | 2.0% | |
| PGIM High Yield Fund R6 | — | — | — | $52K | 1.2% | |
| PIMCO Income Fund Ins | — | — | — | $46K | 1.1% | |
| Victory Capital Management Pioneer Bond Fund K | — | — | — | $44K | 1.1% | |
| USAA Short-Term Bond Fund Ins | — | — | — | $39K | 0.9% | |
| Vanguard Vangrd 500 Index Fund Adm | — | — | — | $32K | 0.8% | |
| Vanguard Vangrd Em Mkts Stk Ind Fd Adm | — | — | — | $29K | 0.7% | |
| Vanguard Vangrd Energy Fund Adm | — | — | — | $24K | 0.6% | |
| Vanguard Vangrd Health Care Fund Adm | — | — | — | $22K | 0.5% | |
| from 2026 to 2027; collateralized by participant account balances - | — | — | — | $22K | 0.5% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | — | — | — | $20K | 0.5% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | — | — | — | $17K | 0.4% | |
| Vanguard Vangrd Tot Int Stk In F Adm | — | — | — | $14K | 0.3% | |
| Vanguard Vangrd Tot St Mkt Indx Fd Adm | — | — | — | $9K | 0.2% | |
| Victory Capital Management Victory Sycmr Est Vl Fd R6 | — | — | — | $7K | 0.2% | |
| Victory Capital Management Victory Trv Intl SmCp Fd R6 | — | — | — | $5K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $4K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2025 P Z | — | — | — | $4K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2030 P Z | — | — | — | $4K | <0.1% | |
| * Voya Retirement Insurance and Annuity Company Fixed Account | Guaranteed Income / GIC | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2035 P Z | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2040 P Z | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2045 P Z | — | — | — | $1K | <0.1% |
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