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Original filing (PDF)20250317204239NAL0003961616001

UROVANT SCIENCES, INC.

Form 5500
FILING_RECEIVED
UROVANT SCIENCES, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 28.0 mo
Active participants
302
Accounts w/ balance
323
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 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
75
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 28.0 months past the 10.5-month grace window.
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 UROVANT SCIENCES, INC..
Plan sponsor
Name
UROVANT SCIENCES, INC.
EIN
82-0667009
Address
5281 CALIFORNIA AVE., SUITE 100 · IRVINE, CA · 92617
Phone
(949) 207-7088
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-03-17
Pension benefit codes
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)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KMJ CORBIN AND COMPANY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER-$424

Investments

28 direct securities · 1 pooled fund· $19.7M(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
$19.6M
27 holdings
Mutual Funds
$112K
1 holding
Common Collective Trust
$60K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Inst Target Retirement 2040 Fund$3.3M16.5%
Vanguard Inst Target Retirement 2035 Fund$2.7M13.4%
Vanguard Inst Target Retirement 2045 Fund$2.4M12.2%
Vanguard Growth Index Fund Admiral Shares$2.0M9.9%
Vanguard Inst Target Retirement 2050 Fund$1.5M7.8%
Vanguard 500 Index Fund Admiral Shares$1.3M6.5%
Vanguard Inst Target Retirement 2030 Fund$1.1M5.7%
Vanguard Inst Target Retirement 2025 Fund$812K4.1%
Money Market Funds * Fidelity Investments Fidelity Treasury Money Market Fund$581K2.9%
Invesco Distributor, Inc Invesco Discovery Mid Cap Growth R6$537K2.7%
JPMorgan Chase JPMorgan Small Cap Growth Fund Class R6$470K2.4%
MFS Investment Management MFS Research International Fund Class R6$314K1.6%
Vanguard Inst Target Retirement 2055 Fund$305K1.5%
American Funds American Funds Bond Fund of Amer R6$281K1.4%
Janus Henderson Janus Henderson Mid Cap Value N$279K1.4%
Vanguard Inst Target Retirement 2060 Fund$268K1.4%
Allspring Global Investments Allspring Special Small Cap Value R6$259K1.3%
Vanguard Inst Target Retirement 2020 Fund$230K1.2%
Vanguard Value Index Fund Admiral Shares$202K1.0%
Vanguard Mid-Cap Index Fund Admiral Shares$182K0.9%
Vanguard Small-Cap Index Fund Admiral Shares$156K0.8%
maturing through 2030$135K0.7%
Vanguard Real Estate Index Fund Admiral Shares
Mutual Funds
$112K0.6%
Vanguard Emerging Markets Stock Index Fund Admiral Shares$111K0.6%
Vanguard Total International Stock Index Fund Admiral Shares$91K0.5%
WF STABLE FUND C
WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001
Common Collective Trust
$60K0.3%
Vanguard Total Bond Market Index Fund Admiral Shares$53K0.3%
Vanguard Target Retirement Income Fund$41K0.2%
Vanguard Inst Target Retirement 2015 Fund$38K0.2%