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Original filing (PDF)20250923150620NAL0015144194001
MESO SCALE DIAGNOSTICS, LLC
Form 5500
FILING_RECEIVED
MESO SCALE DIAGNOSTICS 401(K) PLAN
401(k) retirement plan
Active participants
1,044
Accounts w/ balance
1,325
Plan assets (EOY)
$148.5M
Net assets (EOY)
$148.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MESO SCALE DIAGNOSTICS, LLC.
Plan sponsor
Name
MESO SCALE DIAGNOSTICS, LLC
EIN
52-1974952
Address
1601 RESEARCH BLVD · ROCKVILLE, MD · 20850
Phone
(240) 314-2670
Industry
Manufacturingsee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
31 direct securities· $148.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund NR | — | — | — | $22.1M | 14.9% | |
| Fidelity Contrafund Mutual Fund NR | — | — | — | $16.5M | 11.1% | |
| Fidelity Freedom 2035 Fund Mutual Fund NR | — | — | — | $16.5M | 11.1% | |
| Fidelity Freedom 2030 Fund Mutual Fund NR | — | — | — | $10.6M | 7.2% | |
| Fidelity Freedom 2040 Fund Mutual Fund NR | — | — | — | $9.9M | 6.6% | |
| Fidelity Freedom 2050 Fund Mutual Fund NR | — | — | — | $9.6M | 6.5% | |
| Fidelity Freedom 2045 Fund Mutual Fund NR | — | — | — | $9.4M | 6.3% | |
| Fidelity Freedom 2055 Fund Mutual Fund NR | — | — | — | $5.7M | 3.9% | |
| Fidelity Small Cap Growth Fund Mutual Fund NR | — | — | — | $5.4M | 3.6% | |
| Fidelity Freedom 2020 Fund Mutual Fund NR | — | — | — | $4.6M | 3.1% | |
| Fidelity Freedom 2060 Fund Mutual Fund NR | — | — | — | $4.5M | 3.1% | |
| Fidelity Freedom 2070 Fund Mutual Fund NR 420 * Fidelity Government Money Market Fund Mutual Fund NR | — | — | — | $4.5M | 3.0% | |
| Fidelity Freedom 2025 Fund Mutual Fund NR | — | — | — | $4.4M | 3.0% | |
| Eaton Vance Large Cap Value Fund Mutual Fund NR | — | — | — | $2.8M | 1.9% | |
| Baron Asset Fund Mutual Fund NR | — | — | — | $2.6M | 1.7% | |
| Fidelity Extended Market Index Fund Mutual Fund NR | — | — | — | $2.6M | 1.7% | |
| Fidelity International Discovery Fund Mutual Fund NR | — | — | — | $2.1M | 1.4% | |
| Fidelity Low-Priced Stock Fund Mutual Fund NR | — | — | — | $2.1M | 1.4% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $1.8M | 1.2% | |
| PIMCO Total Return Fund Mutual Fund NR | — | — | — | $1.8M | 1.2% | |
| PGIM High Yield Fund Mutual Fund NR | — | — | — | $1.6M | 1.1% | |
| Fidelity Freedom 2065 Fund Mutual Fund NR | — | — | — | $1.3M | 0.9% | |
| Oakmark Equity and Income Fund Mutual Fund NR | — | — | — | $1.2M | 0.8% | |
| Allspring Emerging Markets Equity Fund Mutual Fund NR | — | — | — | $1.0M | 0.7% | |
| Fidelity Government Income Fund Mutual Fund NR | — | — | — | $950K | 0.6% | |
| Various, bearing interest at * Participant loans 3.25% - 9.50% - | — | — | — | $903K | 0.6% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund NR | — | — | — | $770K | 0.5% | |
| Northern Small Cap Value Fund Mutual Fund NR | — | — | — | $664K | 0.4% | |
| Fidelity Freedom Income Fund Mutual Fund NR | — | — | — | $320K | 0.2% | |
| Fidelity Freedom 2015 Fund Mutual Fund NR | — | — | — | $184K | 0.1% | |
| Fidelity Freedom 2010 Fund Mutual Fund NR | — | — | — | $50K | <0.1% |
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