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Original filing (PDF)20250909091337NAL0012797171001
INFLAMMATIX, INC.
Form 5500
FILING_RECEIVED
INFLAMMATIX, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
80
Accounts w/ balance
103
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market ETF" is 26% of plan.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFLAMMATIX, INC..
Plan sponsor
Name
INFLAMMATIX, INC.
EIN
81-2767509
Address
540 OAKMEAD PARKWAY · SUNNYVALE, CA · 94085
Phone
(650) 443-3030
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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $11K | — |
Investments
23 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | — | — | — | $2.1M | 25.7% | |
| Vanguard FTSE Developed Markets | — | — | — | $1.7M | 21.4% | |
| State Street SPDR Portfolio S&P 500 ETF | — | — | — | $1.1M | 13.4% | |
| iShares Core Total US Bond Market ETF | — | — | — | $1.1M | 13.0% | |
| Vanguard FTSE Emerging Markets | — | — | — | $608K | 7.5% | |
| State Street SPDR Portfolio S&P 400 Mid Cap | — | — | — | $393K | 4.9% | |
| State Street SPDR S&P 600 Small Cap Value ETF | — | — | — | $300K | 3.7% | |
| Vanguard Total International Bond ETF | — | — | — | $241K | 3.0% | |
| iShares Emerging Markets USD Bond ETF | — | — | — | $201K | 2.5% | |
| iShares 0-5 Year TIPS Bond ETF | — | — | — | $70K | 0.9% | |
| Vanguard Value ETF | — | — | — | $68K | 0.8% | |
| Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF | — | — | — | $53K | 0.7% | |
| Vanguard Mid-Cap Value ETF | — | — | — | $38K | 0.5% | |
| JPMorgan Ultra-Short Income | — | — | — | $38K | 0.5% | |
| Xtrackers USD High Yield Corporate Bond | — | — | — | $37K | 0.5% | |
| Vanguard Small-Cap Value ETF | — | — | — | $35K | 0.4% | |
| Vanguard Dividend Appreciation ETF | — | — | — | $31K | 0.4% | |
| State Street SPDR S&P Kensho New Economies Composite ETF | — | — | — | $9K | 0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF | — | — | — | $6K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF | — | — | — | $6K | <0.1% | |
| Charles Schwab U.S. REIT ETF | — | — | — | $4K | <0.1% | |
| iShares Core MSCI EAFE ETF | — | — | — | $2K | <0.1% | |
| iShares Core MSCI Emerging Markets ETF 11 * Participant loans *** Interest-bearing at 9.5% maturing through April 2026 - | — | — | — | $1K | <0.1% |
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