How big is Abzena San Diego Inc.'s plan?

Abzena San Diego Inc.'s plan reported $25.2M in assets and 289 participants for 2024.

Original filing (PDF)20250918090604NAL0001909906001

Abzena San Diego Inc.

Name: Abzena San Diego Inc. — Abzena 401(k) Plan, Form 5500 (2024)
Creator: Abzena San Diego Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Abzena 401(k) Plan

401(k) retirement plan · Abzena San Diego Inc.'s Abzena 401(k) Plan held $25.2M in plan assets for 289 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

289

Accounts w/ balance

462

Plan assets (EOY)

$25.2M

Net assets (EOY)

$25.2M

People on this filing

Lee Wishnov signed Abzena San Diego Inc.'s 2024 Form 5500 as plan administrator.

Lee Wishnov — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Abzena San Diego Inc.'s EIN is 73-1731905.

EIN 73-1731905

Plan number 001

Plan year 2024

ACK ID 20250918090604NAL0001909906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Abzena San Diego Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Abzena San Diego Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

39 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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (24th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

ABZENA SAN DIEGO INC.

EIN

all filings

Address

8810 REHCO RD., STE. E · SAN DIEGO, CA · 92121

Phone

(858) 550-4094

Industry

Professional & Technical Services

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AURORA PRIVATE WEALTH INC	47-4814591	—	ADVISOR	$64K	—

Investments

39 direct securities· $25.2M(100% of reported assets)

Mutual Funds

$19.1M

26 holdings

Common Collective Trusts

$5.1M

5 holdings

Participant loans

$436K

1 holding

Other securities

$434K

6 holdings

U.S. Treasuries

$86K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.7M	18.6%
American Funds Target Date 2050 Fund	Mutual Funds	—	—	$2.8M	11.2%
American Funds Target Date 2045 Fund	Mutual Funds	—	—	$2.4M	9.5%
American Funds Target Date 2055 Fund	Mutual Funds	—	—	$2.3M	9.2%
American Funds Target Date 2035 Fund	Mutual Funds	—	—	$2.2M	8.6%
American Funds Target Date 2060 Fund	Mutual Funds	—	—	$1.6M	6.3%
American Funds Target Date 2040 Fund	Mutual Funds	—	—	$1.3M	5.1%
American Funds Target Date 2030 Fund	Mutual Funds	—	—	$1.2M	4.6%
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$957K	3.8%
American Funds Target Date 2025 Fund	Mutual Funds	—	—	$871K	3.5%
American Funds Target Date 2065 Fund	Mutual Funds	—	—	$690K	2.7%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$678K	2.7%
American Funds American Mutual Fund	Mutual Funds	—	—	$541K	2.1%
Loans to participants, interest rates ranging from * Notes receivable from participants -	Participant loans	—	—	$436K	1.7%
Fidelity Select Technology Fund	Mutual Funds	—	—	$293K	1.2%
Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$265K	1.1%
Fidelity Total Bond Fund	Mutual Funds	—	—	$253K	1.0%
Invesco Small Cap Value Fund	Mutual Funds	—	—	$166K	0.7%
American Funds Target Date 2010 Fund	Mutual Funds	—	—	$156K	0.6%
Dodge & Cox International Stock Fund	Mutual Funds	—	—	$143K	0.6%
Massachusetts Financial Services Mid Cap Value Fund	Other securities	—	—	$130K	0.5%
Fidelity Global EX US Index Fund	Common Collective Trusts	—	—	$122K	0.5%
T. Rowe Price Dividend Growth Fund	Other securities	—	—	$120K	0.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$104K	0.4%
Vanguard Emerging Markets Select Fund	Mutual Funds	—	—	$103K	0.4%
Cohen & Steers Realty Shares Fund	Other securities	—	—	$100K	0.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$91K	0.4%
Fidelity International Cap Appr Fund	Mutual Funds	—	—	$90K	0.4%
Fidelity Inflation PR Bond Index Fund	Common Collective Trusts	—	—	$86K	0.3%
JPMorgan Government Bond	U.S. Treasuries	—	—	$86K	0.3%
Fidelity Select Healthcare Fund	Mutual Funds	—	—	$64K	0.3%
Fidelity US Bond Index	Mutual Funds	—	—	$59K	0.2%
DFA Inflation Protected Security Portfolio Fund	Mutual Funds	—	—	$53K	0.2%
Alliance Bernstein Global Bond Fund	Other securities	—	—	$44K	0.2%
Fidelity Emerging Asia Fund	Mutual Funds	—	—	$36K	0.1%
Federated Hermes High Yield Bond Fund	Other securities	—	—	$31K	0.1%
American Funds Target Date 2020 Fund	Mutual Funds	—	—	$28K	0.1%
Massachusetts Financial Services Mid Cap Growth Fund	Other securities	—	—	$10K	<0.1%
American Funds Target Date 2015 Fund	Mutual Funds	—	—	$2K	<0.1%