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Original filing (PDF)20251015163641NAL0002643811001
ARCELLX, INC.
Form 5500
FILING_RECEIVED
ARCELLX, INC. 401K PLAN
401(k) retirement plan
Signals · 2
~83 bps in Sched C fees6 service providers
Active participants
161
Accounts w/ balance
181
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 83 bps in Schedule C fees — 185% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCELLX, INC..
Plan sponsor
Name
ARCELLX, INC.
EIN
47-2855917
Address
800 BRIDGE PKWY · REDWOOD CITY, CA · 94065
Phone
(650) 580-5628
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
2025-10-15
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
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
3Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
Investments
27 direct securities · 1 pooled fund· $12.3M(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.
Registered Investment Companies
$12.3M
27 holdings
Common Collective Trust
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.3M | 18.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 16.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 12.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 8.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $968K | 7.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $861K | 7.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $452K | 3.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $431K | 3.5% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $414K | 3.3% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $353K | 2.9% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $276K | 2.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $275K | 2.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $209K | 1.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $185K | 1.5% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $177K | 1.4% | |
| TRP SPEC CON ALLOC I | Registered Investment Companies | — | — | $143K | 1.2% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $113K | 0.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $105K | 0.8% | |
| PRINCIPAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $105K | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $86K | 0.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $86K | 0.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $82K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $77K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $62K | 0.5% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $34K | 0.3% | |
| TRO SPEC MODGRTH ALLOC I | Registered Investment Companies | — | — | $33K | 0.3% | |
| TRO SPECTRUM MOD ALLOC I | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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