Original filing (PDF)20251015162417NAL0005412497001

LYRA Clinical Associates P.C.

Name: LYRA Clinical Associates P.C. — LYRA Clinical, Form 5500 (2024)
Creator: LYRA Clinical Associates P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LYRA Clinical Associates 401(k) Plan

401(k) retirement plan · LYRA Clinical Associates P.C.'s LYRA Clinical Associates 401(k) Plan held $25.1M in plan assets for 1,697 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,697

Accounts w/ balance

1,906

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 466K (5% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYRA CLINICAL ASSOCIATES P.C..

Plan sponsor

Name

LYRA CLINICAL ASSOCIATES P.C.

EIN

47-5645538all filings

Address

270 EAST LANE · BURLINGAME, CA · 94010

Phone

(650) 514-5025

Industry

Finance & Insurance

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

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$19K	—

Investments

36 direct securities· $25.1M(100% of reported assets)

Mutual Funds

$21.9M

26 holdings

Common Collective Trusts

$2.4M

3 holdings

Other securities

$462K

6 holdings

Participant loans

$299K

1 holding

					% of plan
Vanguard Target Retirement 2055 Fund Vanguard 0	Mutual Funds	—	—	$4.4M	17.4%
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$3.9M	15.5%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$3.9M	15.4%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$2.5M	10.1%
Vanguard Target Retirement 2035 Fund Vanguard 0	Mutual Funds	—	—	$1.9M	7.7%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$1.5M	6.0%
Vanguard Target Retirement 2030 Fund Vanguard 0	Mutual Funds	—	—	$1.3M	5.1%
Vanguard Target Retirement 2060 Fund Vanguard 0	Mutual Funds	—	—	$1.0M	4.1%
Vanguard Total Stock Market Index Adm Vanguard 0	Common Collective Trusts	—	—	$818K	3.3%
Vanguard Target Retirement 2025 Fund Vanguard 0	Mutual Funds	—	—	$726K	2.9%
Fidelity Large Cap Growth Index Fidelity 0	Mutual Funds	—	—	$472K	1.9%
Vanguard Target Retirement Income Fund Vanguard 0	Mutual Funds	—	—	$369K	1.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$299K	1.2%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$214K	0.9%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$124K	0.5%
PIMCO Real Return Instl PIMCO 0	Mutual Funds	—	—	$123K	0.5%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$116K	0.5%
Dodge & Cox Stock Fund I Dodge & Cox 0	Mutual Funds	—	—	$112K	0.4%
American Century Mid Cap Value R6 American Century 0	Other securities	—	—	$106K	0.4%
Cohen & Steers Real Estate Secs Z Cohen & Steers 0	Other securities	—	—	$105K	0.4%
American Funds New Perspective R6 American Funds 0	Mutual Funds	—	—	$104K	0.4%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$103K	0.4%
DFA U.S. Targeted Value Portfolio I DFA 0	Mutual Funds	—	—	$102K	0.4%
BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$100K	0.4%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Common Collective Trusts	—	—	$89K	0.4%
Carillon Eagle Mid Cap Growth R6 Carillon 0	Other securities	—	—	$84K	0.3%
Janus Henderson Triton N Janus Henderson 0	Mutual Funds	—	—	$81K	0.3%
Vanguard Target Retirement 2065 Fund Vanguard 0	Mutual Funds	—	—	$72K	0.3%
Vanguard FTSE Social Index Adm Vanguard 0	Mutual Funds	—	—	$72K	0.3%
Vanguard Target Retirement 2020 Fund Vanguard 0	Mutual Funds	—	—	$71K	0.3%
Vanguard Interm-Term Bond Index Adm Vanguard 0	Mutual Funds	—	—	$64K	0.3%
American Eupac R6 American 0	Other securities	—	—	$50K	0.2%
Vanguard Target Retirement 2070 Fund Vanguard 0	Mutual Funds	—	—	$36K	0.1%
Invesco Gold & Special Minerals R6 Invesco 0	Mutual Funds	—	—	$27K	0.1%
PGIM Total Return Bond R6 PGIM 0	Other securities	—	—	$18K	<0.1%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$6K	<0.1%