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Original filing (PDF)20250813183348NAL0005020467001
ARCUS BIOSCIENCES, INC.
Form 5500
FILING_RECEIVED
ARCUS BIOSCIENCES RETIREMENT TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
628
Accounts w/ balance
717
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
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)
89
/ 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
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 137% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARCUS BIOSCIENCES, INC..
Plan sponsor
Name
ARCUS BIOSCIENCES, INC.
EIN
47-3898435
Address
3928 POINT EDEN WAY · HAYWARD, CA · 945453719
Phone
(510) 694-6200
Industry
Health Care & Social Assistancesee 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
2025-08-13
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)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 26-4310632 | — | INVESTMENT ADVISORY | $172K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
Investments
34 direct securities· $60.2M(100% of reported assets)
Uncategorized
$59.9M
33 holdings
Real Estate
$278K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Investment Fund Registered Investment Company | — | — | — | $8.4M | 14.0% | |
| Vanguard Target Retirement 2045 Investment Fund Registered Investment Company | — | — | — | $6.6M | 10.9% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $6.0M | 10.0% | |
| Vanguard Target Retirement 2055 Investment Fund Registered Investment Company | — | — | — | $5.9M | 9.9% | |
| Vanguard Target Retirement 2035 Investment Fund Registered Investment Company | — | — | — | $5.1M | 8.5% | |
| Vanguard Growth Index Admiral Fund Registered Investment Company | — | — | — | $4.6M | 7.6% | |
| Vanguard Target Retirement 2040 Investment Fund Registered Investment Company | — | — | — | $4.6M | 7.6% | |
| Vanguard Target Retirement 2030 Investment Fund Registered Investment Company | — | — | — | $3.2M | 5.3% | |
| Vanguard Target Retirement 2060 Investment Fund Registered Investment Company | — | — | — | $2.5M | 4.2% | |
| Vanguard Total Stock Market Index Admiral Fund Registered Investment Company | — | — | — | $2.3M | 3.8% | |
| Vanguard Target Retirement 2025 Investment Fund Registered Investment Company | — | — | — | $1.3M | 2.2% | |
| Fidelity US bond Index Fund Registered Investment Company | — | — | — | $819K | 1.4% | |
| Vanguard Value Index Admiral Fund Registered Investment Company | — | — | — | $817K | 1.4% | |
| Vanguard Total Intl Stock Index Admiral Fund Registered Investment Company | — | — | — | $792K | 1.3% | |
| Vanguard Mid Cap Growth Index Admiral Fund Registered Investment Company | — | — | — | $775K | 1.3% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $766K | 1.3% | |
| Participant loan 5.25% to 10.50%, various maturities | — | — | — | $697K | 1.2% | |
| Vanguard Target Retirement 2065 Investment Fund Registered Investment Company | — | — | — | $639K | 1.1% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $482K | 0.8% | |
| Vanguard Target Retirement 2020 Investment Fund Registered Investment Company | — | — | — | $432K | 0.7% | |
| Prin Fixed Income Guaranteed Option Insurance Company General | — | — | — | $425K | 0.7% | |
| Vanguard Short-Term Bond Index Fund Registered Investment Company | — | — | — | $385K | 0.6% | |
| Vanguard Small Cap Value Index Admiral Fund Registered Investment Company | — | — | — | $376K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral Fund Registered Investment Company | — | — | — | $371K | 0.6% | |
| Vanguard Mid Cap Value Index Admiral Fund Registered Investment Company | — | — | — | $361K | 0.6% | |
| Vanguard Emerging Markets Stock Admiral Fund Registered Investment Company | — | — | — | $351K | 0.6% | |
| Securities Institutional Fund++ Registered Investment Company | Real Estate | — | — | $278K | 0.5% | |
| DFA Infl Protected Sec I Fund Registered Investment Company | — | — | — | $218K | 0.4% | |
| Vanguard Target Retirement Income Investment Fund Registered Investment Company | — | — | — | $211K | 0.4% | |
| Vanguard FTSE Soc Idx Admiral Fund Registered Investment Company | — | — | — | $122K | 0.2% | |
| Allspring Core Plus Bond R6 Registered Investment Company | — | — | — | $116K | 0.2% | |
| Vanguard Target Retirement 2070 Investment Fund Registered Investment Company | — | — | — | $115K | 0.2% | |
| (E) | — | — | — | $21K | <0.1% | |
| Nuveen Core Impact Bd R6 Fd Registered Investment Company | — | — | — | $21K | <0.1% |
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