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Original filing (PDF)20251002180556NAL0001185952001
DISCOVERY LIFE SCIENCES
Form 5500
FILING_RECEIVED
DISCOVERY LIFE SCIENCES 401(K) PLAN
401(k) retirement plan
Active participants
471
Accounts w/ balance
565
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISCOVERY LIFE SCIENCES.
Plan sponsor
Name
DISCOVERY LIFE SCIENCES
EIN
82-4872603
Address
800 HUDSON WAY · SUITE 1700 · HUNTSVILLE, AL · 35806
Phone
(256) 327-9629
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
32 direct securities· $39.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | — | $4.3M | 10.8% | |
| FIDELITY FREEDOM 2045 K6 | — | — | — | $4.2M | 10.7% | |
| FIDELITY FREEDOM 2030 K6 | — | — | — | $3.8M | 9.6% | |
| FIDELITY FREEDOM 2050 K6 | — | — | — | $3.4M | 8.7% | |
| FIDELITY FREEDOM 2035 K6 | — | — | — | $3.4M | 8.6% | |
| FIDELITY FREEDOM 2055 K6 | — | — | — | $3.0M | 7.5% | |
| FIDELITY FREEDOM 2060 K6 | — | — | — | $2.6M | 6.5% | |
| FIDELITY FREEDOM 2040 K6 | — | — | — | $2.2M | 5.5% | |
| Various Self-directed brokerage account | — | — | — | $2.0M | 5.0% | |
| FIDELITY BLUE CHIP GR K6 | — | — | — | $1.9M | 4.7% | |
| FIDELITY FREEDOM 2025 K6 | — | — | — | $1.5M | 3.9% | |
| FIDELITY MID CAP IDX | — | — | — | $994K | 2.5% | |
| FIDELITY GOVT MMKT K6 | — | — | — | $843K | 2.1% | |
| American Funds AF AMER MUTUAL R6 | — | — | — | $684K | 1.7% | |
| FIDELITY SM CAP IDX | — | — | — | $684K | 1.7% | |
| FIDELITY GLB EX US IDX | — | — | — | $618K | 1.6% | |
| FIDELITY FREEDOM 2015 K6 | — | — | — | $500K | 1.3% | |
| All Spring AS SPL MID CP VAL R6 | — | — | — | $478K | 1.2% | |
| FIDELITY FREEDOM 2065 K6 | — | — | — | $404K | 1.0% | |
| MFS MID CAP GROWTH R6 | — | — | — | $393K | 1.0% | |
| Fidelity US BOND IDX | — | — | — | $363K | 0.9% | |
| Various Participants Participant loans receivable - Bearing interest between 3.25 and 8.50 percent - | — | — | — | $286K | 0.7% | |
| FIDELITY TOTAL BOND K6 | — | — | — | $271K | 0.7% | |
| Seafarer Funds SEAFARER OS GR&IN IS | — | — | — | $211K | 0.5% | |
| AS SPL SM CAP VAL R6 | — | — | — | $195K | 0.5% | |
| FIDELITY FREEDOM 2020 K6 | — | — | — | $134K | 0.3% | |
| FIDELITY INTL CAP APPR K6 | — | — | — | $125K | 0.3% | |
| Janus Henderson J H TRITON FUND N | — | — | — | $77K | 0.2% | |
| J H GROWTH & INC FUND N | — | — | — | $72K | 0.2% | |
| Virtus Duff and Phelps VRTS DP REAL ESTATE R6 | — | — | — | $53K | 0.1% | |
| Goldman Sachs GS INFL PRO SECS R6 | — | — | — | $40K | 0.1% | |
| FIDELITY FREEDOM INC K6 | — | — | — | $3K | <0.1% |
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