Tasha Porter signed Discovery Life Sciences' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Discovery Life Sciences' EIN is 82-4872603.
Download the official 2024 Form 5500 (PDF) for Discovery Life Sciences from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Discovery Life Sciences' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $4.3M | 10.8% | |
| FIDELITY FREEDOM 2045 K6 | Mutual Funds | — | — | $4.2M | 10.7% | |
| FIDELITY FREEDOM 2030 K6 | Mutual Funds | — | — | $3.8M | 9.6% | |
| FIDELITY FREEDOM 2050 K6 | Mutual Funds | — | — | $3.4M | 8.7% | |
| FIDELITY FREEDOM 2035 K6 | Mutual Funds | — | — | $3.4M | 8.6% | |
| FIDELITY FREEDOM 2055 K6 | Mutual Funds | — | — | $3.0M | 7.5% | |
| FIDELITY FREEDOM 2060 K6 | Mutual Funds | — | — | $2.6M | 6.5% | |
| FIDELITY FREEDOM 2040 K6 | Mutual Funds | — | — | $2.2M | 5.5% | |
| Various Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.0M | 5.0% | |
| FIDELITY BLUE CHIP GR K6 | Mutual Funds | — | — | $1.9M | 4.7% | |
| FIDELITY FREEDOM 2025 K6 | Mutual Funds | — | — | $1.5M | 3.9% | |
| FIDELITY MID CAP IDX | Common Collective Trusts | — | — | $994K | 2.5% | |
| FIDELITY GOVT MMKT K6 | Mutual Funds | — | — | $843K | 2.1% | |
| American Funds AF AMER MUTUAL R6 | Mutual Funds | — | — | $684K | 1.7% | |
| FIDELITY SM CAP IDX | Common Collective Trusts | — | — | $684K | 1.7% | |
| FIDELITY GLB EX US IDX | Common Collective Trusts | — | — | $618K | 1.6% | |
| FIDELITY FREEDOM 2015 K6 | Mutual Funds | — | — | $500K | 1.3% | |
| All Spring AS SPL MID CP VAL R6 | Other securities | — | — | $478K | 1.2% | |
| FIDELITY FREEDOM 2065 K6 | Mutual Funds | — | — | $404K | 1.0% | |
| MFS MID CAP GROWTH R6 | Mutual Funds | — | — | $393K | 1.0% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $363K | 0.9% | |
| Various Participants Participant loans receivable - Bearing interest between 3.25 and 8.50 percent - | Participant loans | — | — | $286K | 0.7% | |
| FIDELITY TOTAL BOND K6 | Mutual Funds | — | — | $271K | 0.7% | |
| Seafarer Funds SEAFARER OS GR&IN IS | Other securities | — | — | $211K | 0.5% | |
| AS SPL SM CAP VAL R6 | Other securities | — | — | $195K | 0.5% | |
| FIDELITY FREEDOM 2020 K6 | Mutual Funds | — | — | $134K | 0.3% | |
| FIDELITY INTL CAP APPR K6 | Mutual Funds | — | — | $125K | 0.3% | |
| Janus Henderson J H TRITON FUND N | Mutual Funds | — | — | $77K | 0.2% | |
| J H GROWTH & INC FUND N | Common Stocks | — | — | $72K | 0.2% | |
| Virtus Duff and Phelps VRTS DP REAL ESTATE R6 | Other securities | — | — | $53K | 0.1% | |
| Goldman Sachs GS INFL PRO SECS R6 | Other securities | — | — | $40K | 0.1% | |
| FIDELITY FREEDOM INC K6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
