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Original filing (PDF)20250702220350NAL0000017939016
SHAPE THERAPEUTICS INC.
Form 5500
FILING_RECEIVED
SHAPE THERAPEUTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
145
Accounts w/ balance
160
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Mutual Fund" is 50% of plan.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAPE THERAPEUTICS INC..
Plan sponsor
Name
SHAPE THERAPEUTICS INC.
EIN
82-5230989
Address
700 DEXTER AVE N · STE 350 · SEATTLE, WA · 98109
Phone
(617) 902-8095
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
25 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Mutual Fund | — | — | — | $4.0M | 49.9% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.2M | 15.1% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $888K | 11.2% | |
| Vanguard Emerging Markets Stock Admiral Mutual Fund | — | — | — | $634K | 8.0% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Mutual Fund | — | — | — | $302K | 3.8% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $298K | 3.7% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $143K | 1.8% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $119K | 1.5% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $64K | 0.8% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $55K | 0.7% | |
| Vanguard Group Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $41K | 0.5% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $33K | 0.4% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $32K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Group Mid Cap Value Index Admiral Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $16K | 0.2% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $16K | 0.2% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $3K | <0.1% |
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