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Original filing (PDF)20250722144032NAL0001441459001
GENERATION BIO CO.
Form 5500
FILING_RECEIVED
GENERATION BIO 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
197
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
30 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERATION BIO CO..
Plan sponsor
Name
GENERATION BIO CO.
EIN
81-4301284
Address
301 BINNEY STREET · SUITE 401 · CAMBRIDGE, MA · 02142
Phone
(949) 878-0061
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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
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
CARON & BLETZER, PLLC
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 | $2K | — |
Investments
30 direct securities· $17.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $3.5M | 19.9% | |
| Fidelity Freedom Index 2050 Fund Investor " | — | — | — | $1.9M | 10.9% | |
| Fidelity Freedom Index 2055 Fund Investor " | — | — | — | $1.4M | 7.8% | |
| Fidelity Freedom Index 2035 Fund Investor " | — | — | — | $1.2M | 7.0% | |
| Fidelity Freedom Index 2060 Fund Investor " | — | — | — | $1.1M | 6.6% | |
| Fidelity US Bond Index Fund " | — | — | — | $1.1M | 6.4% | |
| Fidelity Freedom Index 2045 Fund Investor " | — | — | — | $991K | 5.7% | |
| Fidelity Freedom Index 2040 Fund Investor " | — | — | — | $811K | 4.7% | |
| Blackrock Large Cap Focus Growth Fund K " | — | — | — | $750K | 4.3% | |
| Fidelity Total International Index Fund " | — | — | — | $566K | 3.3% | |
| Fidelity Freedom Index 2030 Fund Investor " | — | — | — | $513K | 3.0% | |
| Fidelity Mid Cap Value Index Fund " | — | — | — | $389K | 2.2% | |
| Fidelity Small Cap Index Fund " | — | — | — | $334K | 1.9% | |
| Lord Abbett High Yield Fund Class R6 " | — | — | — | $327K | 1.9% | |
| Fidelity Freedom Index 2065 Fund Investor " | — | — | — | $315K | 1.8% | |
| American Funds New World Fund R6 " | — | — | — | $288K | 1.7% | |
| JPMorgan Equity Incom e Fund R6 " | — | — | — | $284K | 1.6% | |
| MFS Mid Cap Growth Fund R6 " | — | — | — | $239K | 1.4% | |
| Fidelity Freedom Index 2025 Fund Investor " | — | — | — | $227K | 1.3% | |
| Fidelity U.S. Sustainability Index Fund " | — | — | — | $169K | 1.0% | |
| Fidelity Government Money Market Fund K6 " | — | — | — | $167K | 1.0% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $133K | 0.8% | |
| American Century Small Cap Growth Fund R6 " | — | — | — | $120K | 0.7% | |
| Voya Intermediate Bond Fund Class R6 " | — | — | — | $102K | 0.6% | |
| Fidelity Freedom Index Income Fund Investor " | — | — | — | $72K | 0.4% | |
| Fidelity Inflation Protected Bond Index Fund " | — | — | — | $64K | 0.4% | |
| Columbia Balanced Fund I3 " | — | — | — | $58K | 0.3% | |
| Fidelity Small Cap Growth Index Fund " | — | — | — | $28K | 0.2% | |
| Fidelity International Bond Index Fund " | — | — | — | $16K | <0.1% | |
| American Century Small Cap Growth Fund R6 Mutual fund | — | — | — | $14K | <0.1% |