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Original filing (PDF)20250915120712NAL0001082977001
EGENESIS, INC.
Form 5500
FILING_RECEIVED
EGENESIS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
185
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EGENESIS, INC..
Plan sponsor
Name
EGENESIS, INC.
EIN
47-5370912
Address
101 CAMBRIDGEPARK DRIVE · SUITE 200 · CAMBRIDGE, MA · 02140
Phone
(339) 927-6791
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
2025-09-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LGA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA, INC | — | LAVISTA, NE | NONE | $17K | — |
| OSAIC WEALTH INC | — | FORT WORTH, TX | NONE | $6K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $970 | — |
Investments
26 direct securities· $5.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $791K | 14.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $755K | 14.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $690K | 13.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $549K | 10.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $541K | 10.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $506K | 9.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $314K | 5.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $245K | 4.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $229K | 4.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $196K | 3.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $104K | 2.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $87K | 1.6% | |
| BlackRock Large Cap Focus Growth K BlackRock 0 | — | — | — | $70K | 1.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $43K | 0.8% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $39K | 0.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $28K | 0.5% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $28K | 0.5% | |
| Fidelity U.S. Sustainability Index Fidelity 0 | — | — | — | $23K | 0.4% | |
| Macquarie Small Cap Value R6 Macquarie 0 | — | — | — | $16K | 0.3% | |
| American Funds New World R6 American Funds 0 | — | — | — | $14K | 0.3% | |
| JPMorgan Equity Income R6 JPMorgan 0 | — | — | — | $12K | 0.2% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $6K | 0.1% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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