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Original filing (PDF)20251015165323NAL0006830112001
SOMALOGIC INCORPORATED
Form 5500
FILING_RECEIVED
SOMALOGIC, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
53% in single holding
Active participants
277
Accounts w/ balance
400
Plan assets (EOY)
$37.2M
Net assets (EOY)
$37.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: CORE PLUS BOND PGIM FUND (SACPP) (extraction pending)]" is 53% of plan.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOMALOGIC INCORPORATED.
Plan sponsor
Name
SOMALOGIC INCORPORATED
EIN
52-2195896
Address
2945 WILDERNESS PLACE · BOULDER, CO · 80301
Phone
(720) 390-2125
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $60K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $42K | — |
Investments
3 pooled funds· $2.9M(8% 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.
Pooled Separate Account
$1.5M
1 holding
Common Collective Trust
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.5M | 4.1% | |
| AB US LARGE CAP GROWTH W SERS CL U GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $538K | $803K | 2.2% | |
| JANUS INTERNATIONAL ALPHA EQ CF CL GREAT GRAY · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $564K | 1.5% |
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