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Original filing (PDF)20250929152841NAL0012365920001
NAUTILUS SUBSIDIARY INC.
Form 5500
FILING_RECEIVED
NAUTILUS BIOTECHNOLOGY 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
155
Accounts w/ balance
130
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
33 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "IndexSelect Moderate 2035 Fund Class I" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAUTILUS SUBSIDIARY INC..
Plan sponsor
Name
NAUTILUS SUBSIDIARY INC.
EIN
81-4928437
Address
2701 EASTLAKE AVENUE EAST · SEATTLE, WA · 98102
Phone
(206) 333-2001
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
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO 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 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
33 direct securities· $10.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IndexSelect Moderate 2035 Fund Class I | — | — | — | $3.1M | 29.6% | |
| IndexSelect Moderate 2045 Fund Class I | — | — | — | $2.4M | 23.5% | |
| Fidelity 500 Index | — | — | — | $1.5M | 14.4% | |
| Fidelity US Bond Index | — | — | — | $559K | 5.4% | |
| IndexSelect Moderate 2065 Fund Class I | — | — | — | $498K | 4.8% | |
| Fidelity Total Market Index | — | — | — | $385K | 3.7% | |
| IndexSelect Moderate 2055 Fund Class I | — | — | — | $373K | 3.6% | |
| Fidelity Total International Index | — | — | — | $230K | 2.2% | |
| Fidelity U.S. Sustainability Index Instl | — | — | — | $153K | 1.5% | |
| Fidelity Mid Cap Index | — | — | — | $144K | 1.4% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $118K | 1.1% | |
| IndexSelect Aggressive 2045 Fund Class I | — | — | — | $113K | 1.1% | |
| Fidelity Small Cap Index | — | — | — | $101K | 1.0% | |
| EI Fixed Account - Series Class I | — | — | — | $76K | 0.7% | |
| American Funds New Perspective R6 | — | — | — | $62K | 0.6% | |
| Blackrock Inflation Protected Bond K | — | — | — | $61K | 0.6% | |
| IndexSelect Aggressive 2055 Fund Class I | — | — | — | $60K | 0.6% | |
| Notes receivable from participants | — | — | — | $55K | 0.5% | |
| Fidelity Advisor Investment Grade Bond Z | — | — | — | $53K | 0.5% | |
| IndexSelect Moderate Retire Fund Class I | — | — | — | $50K | 0.5% | |
| American Funds American High Income Trade R6 | — | — | — | $49K | 0.5% | |
| American Funds International Vntg R6 | — | — | — | $41K | 0.4% | |
| JP Morgan US Bond Index | — | — | — | $40K | 0.4% | |
| American Funds New World R6 | — | — | — | $35K | 0.3% | |
| American Century Small Cap Growth R6 | — | — | — | $22K | 0.2% | |
| IndexSelect Aggressive 2035 Fund Class I | — | — | — | $20K | 0.2% | |
| DFA US Small Cap Value I | — | — | — | $19K | 0.2% | |
| Virtus Duff & Phelps Real Estate Securities R6 | — | — | — | $17K | 0.2% | |
| IndexSelect Conservative 2045 Fund Class I | — | — | — | $10K | <0.1% | |
| IndexSelect Aggressive 2065 Fund Class I | — | — | — | $7K | <0.1% | |
| American Century Mid Cap Value R6 | — | — | — | $7K | <0.1% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $5K | <0.1% | |
| IndexSelect Conservative 2065 Fund Class I | — | — | — | $668 | <0.1% |
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