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Original filing (PDF)20251015141304NAL0004793617001
PARTNER THERAPEUTICS, INC.
Form 5500
FILING_RECEIVED
PARTNER THERAPEUTICS 401(K) PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
247
Plan assets (EOY)
$32.4M
Net assets (EOY)
$32.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNER THERAPEUTICS, INC..
Plan sponsor
Name
PARTNER THERAPEUTICS, INC.
EIN
81-5145740
Address
19 MUZZEY STREET · SUITE 105 · LEXINGTON, MA · 02421
Phone
(781) 727-4259
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY GRAY & GRAY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Investments
27 direct securities · 1 pooled fund· $32.2M(99% 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.
Registered Investment Companies
$31.6M
27 holdings
Common Collective Trust
$563K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $3.8M | 11.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $3.7M | 11.6% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.6M | 8.2% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.5M | 7.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $2.4M | 7.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.3M | 7.0% | |
| TRP RETIREMENT 2015 I 292 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $1.9M | 5.9% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.8M | 5.6% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.6M | 5.0% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $911K | 2.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $811K | 2.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $596K | 1.8% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $576K | 1.8% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $563K | 1.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $469K | 1.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $455K | 1.4% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $411K | 1.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $268K | 0.8% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $249K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $137K | 0.4% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $129K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $111K | 0.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $44K | 0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $32K | <0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $9K | <0.1% |
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