Original filing (PDF)20251014121217NAL0005852882001

IDERA, INC.

Name: IDERA, INC. — IDERA 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: IDERA, INC.

Form 5500

FILING_RECEIVED

IDERA 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

297

Accounts w/ balance

573

Plan assets (EOY)

$61.7M

Net assets (EOY)

$61.7M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDERA, INC..

Plan sponsor

Name

IDERA, INC.

EIN

76-0662481

Address

4001 W. PARMER LANE · SUITE 125 · AUSTIN, TX · 78727

Phone

(713) 533-6060

Industry

Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

WEINSTEIN SPIRA & CO., P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	ADVISOR	$78K	—
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$8K	—

Investments

37 direct securities· $61.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Investments Fidelity 500 Index Fund	—	—	—	$9.1M	14.8%
American Funds American Funds 2030 Target Date Fund	—	—	—	$8.3M	13.4%
American Funds American Funds 2035 Target Date Fund	—	—	—	$6.7M	10.9%
Fidelity Investments Fidelity Advisor Technology Fund	—	—	—	$4.3M	7.0%
American Funds American Funds 2040 Target Date Fund	—	—	—	$3.6M	5.8%
American Funds American Funds 2050 Target Date Fund	—	—	—	$3.1M	5.1%
Fidelity Investments Fidelity Government Money Market Fund	—	—	—	$3.0M	4.9%
American Funds American Funds 2045 Target Date Fund	—	—	—	$2.4M	3.9%
American Funds American Funds 2055 Target Date Fund	—	—	—	$2.2M	3.5%
American Century Investments American Century Ultra Fund	—	—	—	$2.1M	3.3%
American Funds American Funds 2025 Target Date Fund	—	—	—	$2.1M	3.3%
American Funds American Funds 2060 Target Date Fund	—	—	—	$1.2M	1.9%
PIMCO Investments PIMCO Income Fund	—	—	—	$1.1M	1.7%
Janus Henderson Investments Janus Henderson Enterprise Fund	—	—	—	$1.0M	1.6%
Touchstone Investments Touchstone Mid Cap Fund	—	—	—	$995K	1.6%
T. Rowe Price T. Rowe Price Dividend Growth Fund	—	—	—	$960K	1.6%
American Century Investments American Century Mid Cap Value Fund	—	—	—	$913K	1.5%
American Funds American Funds 2020 Target Date Fund	—	—	—	$789K	1.3%
Fidelity Investments Fidelity Advisor Small-Cap Growth Fund	—	—	—	$778K	1.3%
Fidelity Investments Fidelity Advisor Worldwide Fund	—	—	—	$774K	1.3%
Fidelity Investments Fidelity Mid Cap Index Fund	—	—	—	$742K	1.2%
JP Morgan Chase JP Morgan U.S. Applied Data Science Value Fund	—	—	—	$725K	1.2%
Fidelity Investments Fidelity Small Cap Index Fund	—	—	—	$683K	1.1%
American Funds American Funds 2015 Target Date Fund	—	—	—	$660K	1.1%
ClearBridge Investments, LLC ClearBridge International Growth Fund	—	—	—	$594K	1.0%
American Funds American Funds Growth and Income Portfolio Fund	—	—	—	$516K	0.8%
BlackRock Investments BlackRock High Yield Bond Portfolio Fund	—	—	—	$479K	0.8%
American Century Investments American Century Inflation Adjusted Bond Fund	—	—	—	$468K	0.8%
due at various dates through 2030	—	—	—	$435K	0.7%
PIMCO Investments Pimco RAE Emerging Markets Fund	—	—	—	$301K	0.5%
Fidelity Investments Fidelity Advisor Small-Cap Value Fund	—	—	—	$228K	0.4%
American Funds American Funds 2010 Target Date Fund	—	—	—	$121K	0.2%
Goldman Sachs Goldman Sachs International Equity ESG Fund	—	—	—	$85K	0.1%
Columbia Threadneedle Columbia Strategic Income Fund	—	—	—	$79K	0.1%
Columbia Threadneedle Columbia Overseas Value Fund	—	—	—	$66K	0.1%
Touchstone Investments Touchstone Small Company Fund	—	—	—	$62K	0.1%
American Funds American Funds 2065 Target Date Fund	—	—	—	$37K	<0.1%