Charles Carelli signed Flagship Pioneering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Flagship Pioneering, Inc.'s EIN is 75-2992246.
Download the official 2024 Form 5500 (PDF) for Flagship Pioneering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flagship Pioneering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN LISLE/CUMMINGS INC | 05-0310503 | — | ADVISOR | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX 61,153.152 shares | Common Collective Trusts | — | $61K | $12.5M | 19.2% | |
| TRP RETIRE 2035 R 282,341.507 shares | Other securities | — | $282K | $5.8M | 8.9% | |
| TRP RETIRE 2050 R 304,717.478 shares | Other securities | — | $305K | $5.6M | 8.6% | |
| TRP RETIRE 2045 R 241,746.194 shares | Other securities | — | $242K | $5.2M | 8.0% | |
| TRP RETIRE 2040 R 169,674.175 shares | Other securities | — | $170K | $5.1M | 7.8% | |
| TRP RETIRE 2055 R 226,626.726 shares | Other securities | — | $227K | $4.4M | 6.8% | |
| TRP RETIRE 2025 R 179,493.811 shares | Other securities | — | $179K | $2.9M | 4.5% | |
| TRP RETIRE 2030 R 96,838.701 shares | Other securities | — | $97K | $2.4M | 3.7% | |
| FID MID CAP IDX 62,781.765 shares | Common Collective Trusts | — | $63K | $2.1M | 3.3% | |
| Value TRP GROWTH STOCK 19,815.778 shares | Other securities | — | $20K | $2.1M | 3.2% | |
| FID INTL INDEX 41,198.447 shares | Mutual Funds | — | $41K | $2.0M | 3.0% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $1.9M | $1.8M | 2.7% | |
| PIMCO INCOME ADM 164,440.234 shares | Mutual Funds | — | $164K | $1.7M | 2.7% | |
| TRP RETIRE 2060 R 102,008.812 shares | Other securities | — | $102K | $1.7M | 2.6% | |
| FID SM CAP IDX 56,458.853 shares | Common Collective Trusts | — | $56K | $1.6M | 2.4% | |
| JPM US EQUITY I 60,950.195 shares | Other securities | — | $61K | $1.5M | 2.3% | |
| FID EMRG MKTS IDX 99,300.220 shares | Common Collective Trusts | — | $99K | $1.0M | 1.6% | |
| JHANCOCK BOND A 66,582.177 shares | Other securities | — | $67K | $886K | 1.4% | |
| BARON GROWTH 7,775.588 shares | Other securities | — | $8K | $697K | 1.1% | |
| AS SPL MID CP VAL IS 14,237.684 shares | Other securities | — | $14K | $680K | 1.0% | |
| TRP RETIRE 2020 R 37,529.813 shares | Other securities | — | $38K | $679K | 1.0% | |
| AS SPL SM CAP VAL R6 12,645.812 shares | Other securities | — | $13K | $509K | 0.8% | |
| FH KAUFMANN SM CP IS 10,201.515 shares | Other securities | — | $10K | $499K | 0.8% | |
| BLKRK HI YLD INST 63,562.825 shares | Other securities | — | $64K | $451K | 0.7% | |
| Varying maturity dates Loans to Participants* with interest rates from | Participant loans | — | — | $382K | 0.6% | |
| MFS VALUE R4 6,541.500 shares | Mutual Funds | — | $7K | $317K | 0.5% | |
| TRP RETIRE 2005 R 12,894.169 shares | Other securities | — | $13K | $155K | 0.2% | |
| TRP RETIRE 2015 R 11,712.875 shares | Other securities | — | $12K | $145K | 0.2% | |
| TRP RETIRE 2010 R 7,688.201 shares | Other securities | — | $8K | $115K | 0.2% | |
| TRP RETIRE BAL R 8,380.618 shares | Other securities | — | $8K | $111K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
