Back to filter
Original filing (PDF)20250812095418NAL0007142243001
LYNDRA THERAPEUTICS, INC.
Form 5500
FILING_RECEIVED
LYNDRA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
11 service providers
Active participants
58
Accounts w/ balance
135
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
34 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 (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYNDRA THERAPEUTICS, INC..
Plan sponsor
Name
LYNDRA THERAPEUTICS, INC.
EIN
47-2817157
Address
65 GROVE ST FL 3RD · WATERTOWN, MA · 024722826
Phone
(617) 678-4889
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
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $28K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| VOYA FUNDS | — | SCOTTSDALE, AZ | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| PUTNAM MUTUAL FUNDS | 36-4488942 | — | NONE | $0 | — |
Investments
34 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Investment Fund | — | — | — | $940K | 11.6% | |
| T. Rowe Price Retirement 2035 Investment Fund | — | — | — | $895K | 11.0% | |
| T. Rowe Price Retirement 2055 Investment Fund | — | — | — | $886K | 10.9% | |
| Fidelity 500 Index Fund | — | — | — | $831K | 10.2% | |
| T. Rowe Price Retirement 2060 Investment Fund | — | — | — | $704K | 8.7% | |
| T. Rowe Price Retirement 2050 Investment Fund | — | — | — | $582K | 7.2% | |
| T. Rowe Price Retirement 2030 Investment Fund | — | — | — | $361K | 4.5% | |
| T. Rowe Price Retirement 2040 Investment Fund | — | — | — | $360K | 4.4% | |
| T. Rowe Price Retirement 2065 Investment Fund | — | — | — | $319K | 3.9% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $319K | 3.9% | |
| T. Rowe Price Retirement 2025 Investment Fund | — | — | — | $263K | 3.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $201K | 2.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $187K | 2.3% | |
| T. Rowe Price Government Money Investment Fund | — | — | — | $161K | 2.0% | |
| T. Rowe Price Retirement 2020 Investment Fund | — | — | — | $125K | 1.5% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $124K | 1.5% | |
| PGIM High Yield Fund Class R6 | — | — | — | $101K | 1.2% | |
| Fidelity Advisor Focused Emerging Markets Fund Class Z | — | — | — | $97K | 1.2% | |
| BlackRock Technology Opportunities Fund Institutional | — | — | — | $72K | 0.9% | |
| DFA U.S. Targeted Value Portfolio | — | — | — | $69K | 0.8% | |
| DFA International Core Equity Portfolio | — | — | — | $63K | 0.8% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $61K | 0.7% | |
| PGIM Jennison Small Company R6 | — | — | — | $60K | 0.7% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $59K | 0.7% | |
| Lord Abbett Bond Debenture Fund Class R6 | — | — | — | $58K | 0.7% | |
| Putnam Large Cap Value R6 | — | — | — | $54K | 0.7% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $45K | 0.5% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $40K | 0.5% | |
| dates through July 2027, collateralized by participant account balances | — | — | — | $26K | 0.3% | |
| American Funds New Perspective Fund Class R6 | — | — | — | $21K | 0.3% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $19K | 0.2% | |
| T. Rowe Price Retirement Balanced Investment Fund | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2005 Investment Fund | — | — | — | $2K | <0.1% | |
| MFS International Growth Fund Class R6 | — | — | — | $2K | <0.1% |
Related plans
Other plans using T. ROWE PRICE RPS, INC.
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size All Other Professional Services plans
SMITH, BRYAN & MYERS, INC.
SMITH, BRYAN & MYERS, INC. 401(K) PLAN
$8.1M · 8 participants
RED BANK PENSION SERVICES, INC.
RED BANK PENSION SERVICES, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 13 participants
CORRELL CO.
CORRELL CO. SALARY REDUCTION PLAN
$8.1M · 19 participants
TRUMBOWER FINANCIAL ADVISORS, LLC
TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN
$8.1M · 11 participants
HTG INVESTMENT ADVISORS
HTG INVESTMENT ADVISORS 401K PLAN
$8.1M · 13 participants
HIGGINS, MARCUS & LOVETT, INC.
HIGGINS, MARCUS & LOVETT, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 8 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B