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Original filing (PDF)20250718115337NAL0000786931001
IGM BIOSCIENCES, INC.
Form 5500
FILING_RECEIVED
IGM BIOSCIENCES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
268
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 IGM BIOSCIENCES, INC..
Plan sponsor
Name
IGM BIOSCIENCES, INC.
EIN
77-0349194
Address
325 EAST MIDDLEFIELD ROAD · MOUNTAIN VIEW, CA · 94043
Phone
(650) 965-7873
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
2025-07-18
Pension benefit codes
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
Investments
36 direct securities · 1 pooled fund· $20.2M(100% 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.
Uncategorized
$19.9M
36 holdings
Common Collective Trust
$283K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.8M | 19.0% | |
| T. Rowe Price Retirement 2040 Fund I Class | — | — | — | $2.0M | 9.9% | |
| T. Rowe Price Retirement 2030 Fund I Class | — | — | — | $1.8M | 9.1% | |
| T. Rowe Price Retirement 2035 Fund I Class | — | — | — | $1.5M | 7.7% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $1.4M | 6.9% | |
| T. Rowe Price Retirement 2055 Fund I Class | — | — | — | $1.3M | 6.7% | |
| T. Rowe Price Retirement 2050 Fund I Class | — | — | — | $1.2M | 6.3% | |
| Fidelity Total Market Index Fund | — | — | — | $1.0M | 5.2% | |
| T. Rowe Price Retirement 2045 Fund I Class | — | — | — | $1.0M | 5.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $551K | 2.8% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $410K | 2.1% | |
| Fidelity International Index Fund | — | — | — | $394K | 2.0% | |
| T. Rowe Price Retirement 2065 Fund I Class | — | — | — | $354K | 1.8% | |
| T. Rowe Price Value Common Trust Fund Class A | — | — | — | $283K | 1.4% | |
| TRP STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $283K | 1.4% | |
| T. Rowe Price Retirement 2025 Fund I Class | — | — | — | $273K | 1.4% | |
| T. Rowe Price Retirement 2060 Fund I Class | — | — | — | $265K | 1.3% | |
| PGIM Total Return Bond Fund - Class R6 | — | — | — | $253K | 1.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $251K | 1.3% | |
| BlackRock High Yield Bond Portfolio Class K | — | — | — | $241K | 1.2% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $229K | 1.2% | |
| JPMorgan International Equity Fund Class R6 | — | — | — | $186K | 0.9% | |
| Fidelity Select Health Care Portfolio | — | — | — | $175K | 0.9% | |
| Putnam Small Cap Growth Fund Class R6 | — | — | — | $132K | 0.7% | |
| PGIM Global Total Return Fund - Class R6 | — | — | — | $120K | 0.6% | |
| Participant loans receivable - 10 loans outstanding * with interest rates ranging from 4.25% to 9.50% - | — | — | — | $113K | 0.6% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $108K | 0.5% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $90K | 0.5% | |
| Calvert US Large-Cap Core Responsible Index Fund Class R6 | — | — | — | $84K | 0.4% | |
| Invesco Gold & Special Minerals Fund Class R6 | — | — | — | $76K | 0.4% | |
| T. Rowe Price Retirement Balanced Fund Class I | — | — | — | $70K | 0.4% | |
| DWS RREEF Real Estate Securities Fund - Class S | — | — | — | $63K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund I Class | — | — | — | $26K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund I Class | — | — | — | $15K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund I Class | — | — | — | $8K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund I Class | — | — | — | $2K | <0.1% |
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