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Original filing (PDF)20250814151226NAL0011945392001
GOSSAMER BIO SERVICES, INC.
Form 5500
FILING_RECEIVED
GOSSAMER BIO 401(K) PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
170
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOSSAMER BIO SERVICES, INC..
Plan sponsor
Name
GOSSAMER BIO SERVICES, INC.
EIN
82-4677292
Address
3115 MERRYFIELD ROW SUITE 120 · SAN DIEGO, CA · 92121
Phone
(858) 684-1270
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
2025-08-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISOR | $49K | — |
Investments
27 direct securities · 1 pooled fund· $20.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.6M
27 holdings
Common Collective Trust
$461K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LP Index 2035 K Fund Mutual Fund | — | — | — | $2.8M | 14.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.3M | 11.4% | |
| BlackRock LP Index 2050 K Fund Mutual Fund | — | — | — | $2.1M | 10.4% | |
| BlackRock LP Index 2045 K Fund Mutual Fund | — | — | — | $2.0M | 9.9% | |
| BlackRock LP Index 2040 K Fund Mutual Fund | — | — | — | $1.6M | 7.8% | |
| BlackRock LP Index Retirement K Fund Mutual Fund | — | — | — | $1.4M | 7.1% | |
| BlackRock LP Index 2030 K Fund Mutual Fund | — | — | — | $1.1M | 5.3% | |
| Fidelity Blue Chip Growth K6 Mutual Fund | — | — | — | $988K | 4.9% | |
| BlackRock LP Index 2055 K Fund Mutual Fund | — | — | — | $810K | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $560K | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $472K | 2.3% | |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $461K | 2.3% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $371K | 1.8% | |
| John Hancock Bond Fund Class R6 Mutual Fund | — | — | — | $345K | 1.7% | |
| Victory Sycamore Established Value R Fund Mutual Fund | — | — | — | $335K | 1.7% | |
| JPMorgan Mid Cap Growth Class R5 Mutual Fund | — | — | — | $300K | 1.5% | |
| PIMCO International StocksPLUS US Hedged I Fund Mutual Fund | — | — | — | $277K | 1.4% | |
| BlackRock LP Index 2060 K Fund Mutual Fund | — | — | — | $274K | 1.4% | |
| Fidelity U.S. Sustainability Index Fund Mutual Fund | — | — | — | $249K | 1.2% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $246K | 1.2% | |
| JPMorgan US Government Money Market Fund-Capital Mutual Fund ** 18 * Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $209K | 1.0% | |
| BlackRock Health Science Opportunities Fund I Mutual Fund | — | — | — | $189K | 0.9% | |
| American New World Fund Class R6 Mutual Fund | — | — | — | $167K | 0.8% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $154K | 0.8% | |
| Victory Sycamore Small Company Opportunities Fund I Mutual Fund | — | — | — | $148K | 0.7% | |
| Putnam Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $88K | 0.4% | |
| BlackRock LP Index 2065 K Fund Mutual Fund | — | — | — | $72K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual Fund | — | — | — | $67K | 0.3% |
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