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Original filing (PDF)20250922094626NAL0005049121001
CORNEAGEN LLC
Form 5500
FILING_RECEIVED
CORNEAGEN RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
227
Accounts w/ balance
215
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 CORNEAGEN LLC.
Plan sponsor
Name
CORNEAGEN LLC
EIN
81-3385370
Address
1200 6TH AVE., STE. 300 · SEATTLE, WA · 98101
Phone
(206) 279-1904
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
2025-09-22
Pension benefit codes
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
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities · 1 pooled fund· $16.7M(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
$16.5M
29 holdings
Common Collective Trust
$114K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $2.7M | 16.1% | |
| MFS GROWTH Mutual Fund | — | — | — | $1.5M | 9.0% | |
| DODGE & COX STOCK Mutual Fund | — | — | — | $1.3M | 8.0% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $1.1M | 6.6% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | — | — | — | $997K | 6.0% | |
| AMERICAN FUND TARGET DATE 2055 Mutual Fund | — | — | — | $909K | 5.5% | |
| AMERICAN FUND TARGET DATE 2035 Mutual Fund | — | — | — | $852K | 5.1% | |
| AMERICAN FUND TARGET DATE 2050 Mutual Fund | — | — | — | $809K | 4.9% | |
| VANGUARD INTERNATIONAL GROWTH Mutual Fund | — | — | — | $771K | 4.6% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $767K | 4.6% | |
| AMERICAN FUND TARGET DATE 2045 Mutual Fund | — | — | — | $674K | 4.0% | |
| AMERICAN FUND TARGET DATE 2040 Mutual Fund | — | — | — | $612K | 3.7% | |
| FIDELITY US BOND INDEX Mutual Fund | — | — | — | $505K | 3.0% | |
| PGIM TOTAL RETURN BOND Mutual Fund | — | — | — | $505K | 3.0% | |
| FIDELITY EMERGING MARKETS INDEX Mutual Fund | — | — | — | $414K | 2.5% | |
| FIDELITY SMALL CAP GROWTH Mutual Fund | — | — | — | $397K | 2.4% | |
| AMERICAN FUND TARGET DATE 2025 Mutual Fund | — | — | — | $323K | 1.9% | |
| AMERICAN FUND TARGET DATE 2060 Mutual Fund | — | — | — | $307K | 1.8% | |
| AMERICAN FUND TARGET DATE 2030 Mutual Fund | — | — | — | $301K | 1.8% | |
| VANGUARD REAL ESTATE INDEX Mutual Fund | — | — | — | $182K | 1.1% | |
| AMERICAN FUND TARGET DATE 2065 Mutual Fund | — | — | — | $138K | 0.8% | |
| GREAT GRAY TRUST FOR METLIFE GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $114K | 0.7% | |
| PARTICIPANT LOANS Rates at 9.25% to 11.50% - 0 - | — | — | — | $104K | 0.6% | |
| VANGUARD INFORMATION TECHNOLOGY INDEX Mutual Fund | — | — | — | $101K | 0.6% | |
| AMERICAN FUND TARGET DATE 2010 Mutual Fund | — | — | — | $86K | 0.5% | |
| AMERICAN FUND TARGET DATE 2020 Mutual Fund | — | — | — | $86K | 0.5% | |
| CALVERT US LARGE CAP CORE RSPNB INDEX Mutual Fund | — | — | — | $38K | 0.2% | |
| T ROWE PRICE HEALTH SCIENCES Mutual Fund | — | — | — | $30K | 0.2% | |
| DFA US SMALL CAP VALUE Mutual Fund | — | — | — | $25K | 0.2% | |
| FIDELITY INFLATION-PROTECTED BOND INDEX Mutual Fund | — | — | — | $1K | <0.1% |
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