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Original filing (PDF)20250821051255NAL0003835505001
BEAM THERAPEUTICS, INC.
Form 5500
FILING_RECEIVED
BEAM THERAPEUTICS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
479
Accounts w/ balance
626
Plan assets (EOY)
$47.6M
Net assets (EOY)
$47.6M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAM THERAPEUTICS, INC..
Plan sponsor
Name
BEAM THERAPEUTICS, INC.
EIN
81-5238376
Address
238 MAIN STREET · 9TH FLOOR · CAMBRIDGE, MA · 02142
Phone
(978) 882-3362
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
2025-08-21
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $79K | — |
Investments
20 direct securities · 1 pooled fund· $47.1M(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
$46.8M
20 holdings
Common Collective Trust
$233K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.9M | 20.7% | |
| JPM SMART RET BLEND 2050 R6 | Registered Investment Companies | — | — | $6.5M | 13.6% | |
| JPM SMART RET BLEND 2055 R6 | Registered Investment Companies | — | — | $5.0M | 10.4% | |
| JPM SMART RET BLENE 2060 R6 | Registered Investment Companies | — | — | $4.0M | 8.4% | |
| JPM SMART RET BLEND 2045 R6 | Registered Investment Companies | — | — | $3.9M | 8.2% | |
| JPM SMART RET BLEND 2035 R6 | Registered Investment Companies | — | — | $3.7M | 7.7% | |
| JPM SMART RET BLEND 2040 R6 | Registered Investment Companies | — | — | $3.4M | 7.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.6M | 5.6% | |
| JPM SMART RET BLEND 2030 R6 | Registered Investment Companies | — | — | $1.8M | 3.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.5M | 3.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.2M | 2.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $465K | 1.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $463K | 1.0% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $337K | 0.7% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $233K | 0.5% | |
| JPM SMART RET BLEND 2020 R6 | Registered Investment Companies | — | — | $211K | 0.4% | |
| JPM SMART RET BLEND 2025 R6 | Registered Investment Companies | — | — | $194K | 0.4% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $147K | 0.3% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $122K | 0.3% | |
| JPM SMART RET BLEND INCOME R6 | Registered Investment Companies | — | — | $21K | <0.1% |