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Original filing (PDF)20250815141931NAL0010559825001
RECODE THERAPEUTICS, INC.
Form 5500
FILING_RECEIVED
RECODE THERAPEUTICS 401(K) PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
147
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
29 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
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECODE THERAPEUTICS, INC..
Plan sponsor
Name
RECODE THERAPEUTICS, INC.
EIN
81-1900562
Address
1140 O'BRIEN DRIVE · MENLO PARK, CA · 94025
Phone
(408) 585-1700
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
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
29 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Realpath Blend 2035 Fund | — | — | — | $1.6M | 18.0% | |
| Participant Loans | — | — | $0 | $1.1M | 12.0% | |
| Janus Henderson Flexible Bond Fund | — | — | — | $874K | 9.7% | |
| PIMCO Realpath Blend 2045 Fund | — | — | — | $709K | 7.9% | |
| PIMCO Realpath Blend 2055 Fund | — | — | — | $602K | 6.7% | |
| PGIM US Real Estate Fund | — | — | — | $472K | 5.3% | |
| PIMCO Income Fund | — | — | — | $387K | 4.3% | |
| PIMCO Realpath Blend 2030 Fund | — | — | — | $366K | 4.1% | |
| PIMCO Realpath Blend 2025 Fund | — | — | — | $361K | 4.0% | |
| PIMCO Realpath Blend 2050 Fund | — | — | — | $349K | 3.9% | |
| JPMorgan Growth Advantage Fund | — | — | — | $335K | 3.7% | |
| PIMCO Realpath Blend 2040 Fund | — | — | — | $305K | 3.4% | |
| Janus Henderson Overseas Fund | — | — | — | $209K | 2.3% | |
| PIMCO Real Return Fund | — | — | — | $193K | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $177K | 2.0% | |
| Invesco Discovery Mid Cap Growth Fund | — | — | — | $170K | 1.9% | |
| Putnam Small Cap Growth Fund | — | — | — | $146K | 1.6% | |
| PGIM Real Assets Fund | — | — | — | $119K | 1.3% | |
| PIMCO Realpath Blend Income Fund | — | — | — | $116K | 1.3% | |
| American Funds New World Fund | — | — | — | $82K | 0.9% | |
| American Century Global Real Estate Fund | — | — | — | $70K | 0.8% | |
| Putnam Large Cap Value Fund | — | — | — | $57K | 0.6% | |
| Victory Sycamore Established Value Fund | — | — | — | $53K | 0.6% | |
| Fidelity 500 Index Fund | — | — | — | $29K | 0.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $29K | 0.3% | |
| DFA US Targeted Value Portfolio Fund | — | — | — | $23K | 0.3% | |
| Empower Annuity Insurance Company of America | — | — | — | $22K | 0.2% | |
| PIMCO Realpath Blend 2060 Fund | — | — | — | $18K | 0.2% | |
| Blackrock Health Sciences Opportunities Fund | — | — | — | $14K | 0.2% |