How big is Verve Therapeutics, Inc.'s plan?

Verve Therapeutics, Inc.'s plan reported $24.5M in assets and 275 participants for 2024.

Original filing (PDF)20250926143228NAL0010225632001

Verve Therapeutics, Inc.

Name: Verve Therapeutics, Inc. — Verve Therapeutics, Inc., Form 5500 (2024)
Creator: Verve Therapeutics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Verve Therapeutics, Inc. 401(k) Plan

401(k) retirement plan · Verve Therapeutics, Inc.'s Verve Therapeutics, Inc. 401(k) Plan held $24.5M in plan assets for 275 participants in 2024, with Fidelity as recordkeeper.

Active participants

275

Accounts w/ balance

301

Plan assets (EOY)

$24.5M

Net assets (EOY)

$24.5M

People on this filing

Kaitlin Duffy signed Verve Therapeutics, Inc.'s 2024 Form 5500 as plan administrator.

Kaitlin Duffy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Verve Therapeutics, Inc.'s EIN is 82-4800132.

EIN 82-4800132

Plan number 001

Plan year 2024

ACK ID 20250926143228NAL0010225632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Verve Therapeutics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Verve Therapeutics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

VERVE THERAPEUTICS, INC.

EIN

all filings

Address

201 BROOKLINE AVE · SUITE 601 · BOSTON, MA · 02215

Phone

(339) 234-2857

Industry

Professional & Technical Services

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR/INVESTMENT ADV	$37K	—

Investments

34 direct securities· $24.5M(100% of reported assets)

Mutual Funds

$19.3M

26 holdings

Common Collective Trusts

$4.5M

1 holding

Other securities

$682K

7 holdings

					% of plan
Fidelity 500 Index Mutual funds	Common Collective Trusts	—	—	$4.5M	18.4%
Fidelity Freedom Index 2050 IPR Mutual funds	Mutual Funds	—	—	$3.6M	14.7%
Fidelity Freedom Index 2045 IPR Mutual funds	Mutual Funds	—	—	$3.0M	12.3%
Fidelity Freedom Index 2055 IPR Mutual funds	Mutual Funds	—	—	$2.6M	10.4%
Fidelity Freedom Index 2060 IPR Mutual funds	Mutual Funds	—	—	$2.2M	8.9%
Fidelity Freedom Index 2040 IPR Mutual funds	Mutual Funds	—	—	$1.8M	7.4%
Fidelity Blue Chip Growth Mutual funds	Mutual Funds	—	—	$1.3M	5.5%
Fidelity Mid Cap Index Mutual funds	Mutual Funds	—	—	$938K	3.8%
Fidelity Freedom Index 2030 IPR Mutual funds	Mutual Funds	—	—	$876K	3.6%
Fidelity Freedom Index 2065 IPR Mutual funds	Mutual Funds	—	—	$818K	3.3%
Fidelity Freedom Index 2035 IPR Mutual funds	Mutual Funds	—	—	$795K	3.2%
JP Morgan Equity Income R4 Mutual funds	Other securities	—	—	$272K	1.1%
Fidelity Global Ex U.S. Index Mutual funds	Mutual Funds	—	—	$225K	0.9%
Fidelity Small Cap Index Mutual funds	Mutual Funds	—	—	$205K	0.8%
Fidelity Freedom Index 2025 IPR Mutual funds	Mutual Funds	—	—	$157K	0.6%
Fidelity Intl Cap Appreciation Mutual funds	Mutual Funds	—	—	$120K	0.5%
Invesco Discovery Mid Cap Growth Mutual funds	Mutual Funds	—	—	$118K	0.5%
Fidelity Small Cap Growth Mutual funds	Mutual Funds	—	—	$102K	0.4%
DFA Emerging Markets Core Equity Mutual funds	Mutual Funds	—	—	$100K	0.4%
maturing through 2029 -	Other securities	—	—	$97K	0.4%
MFS Mid Cap Value R6 Mutual funds	Mutual Funds	—	—	$96K	0.4%
Columbia Overseas Value Mutual funds	Other securities	—	—	$78K	0.3%
T. Rowe Price Div Growth Advisory Mutual funds	Other securities	—	—	$72K	0.3%
AF American Mutual R6 Mutual funds	Other securities	—	—	$58K	0.2%
Fidelity Total Bond Mutual funds	Mutual Funds	—	—	$56K	0.2%
Cohen & Steers Rlty Mutual funds	Other securities	—	—	$55K	0.2%
American Century Small Cap Value Mutual funds	Other securities	—	—	$51K	0.2%
Fidelity Government Money Market Mutual funds	Mutual Funds	—	—	$48K	0.2%
Fidelity U.S. Bond Index Mutual funds	Mutual Funds	—	—	$24K	<0.1%
Fidelity Infl PR Bond Index Mutual funds	Mutual Funds	—	—	$24K	<0.1%
Fidelity Freedom Index 2015 IPR Mutual funds	Mutual Funds	—	—	$20K	<0.1%
Vanguard Total Intl Small Cap Mutual funds	Mutual Funds	—	—	$19K	<0.1%
Fidelity Freedom Index Income IPR Mutual funds	Mutual Funds	—	—	$7K	<0.1%
Fidelity Freedom Index 2010 IPR Mutual funds	Mutual Funds	—	—	$3K	<0.1%