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Original filing (PDF)20250808135512NAL0013528098001
MORPHOSYS US INC.
Form 5500
FILING_RECEIVED
MORPHOSYS US INC. 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
307
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
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 (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
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORPHOSYS US INC..
Plan sponsor
Name
MORPHOSYS US INC.
EIN
83-1254672
Address
470 ATLANTIC AVENUE · 14TH FLOOR, SUITE 1401 · BOSTON, MA · 02210
Phone
(857) 208-1143
Industry
Manufacturingsee 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
2025-08-08
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY LLP
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 | -$28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $61K | — |
Investments
33 direct securities· $33.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID FREEDOM 2035 K6 | — | — | — | $5.1M | 14.9% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $4.6M | 13.4% | |
| Fidelity Investments FID BLUE CHIP GR | — | — | — | $4.0M | 11.6% | |
| Fidelity Investments FID FREEDOM 2045 K6 | — | — | — | $3.7M | 10.9% | |
| Fidelity Investments FID FREEDOM 2040 K6 | — | — | — | $3.4M | 10.0% | |
| Fidelity Investments FID FREEDOM 2030 K6 | — | — | — | $3.3M | 9.7% | |
| Fidelity Investments FID FREEDOM 2055 K6 | — | — | — | $1.9M | 5.6% | |
| Fidelity Investments FID FREEDOM 2050 K6 | — | — | — | $1.9M | 5.5% | |
| American Funds AF AMER MUTUAL R4 | — | — | — | $683K | 2.0% | |
| Fidelity Investments FID FREEDOM 2060 K6 | — | — | — | $583K | 1.7% | |
| MFS MID CAP GRTH R3 | — | — | — | $537K | 1.6% | |
| Fidelity Investments FID FREEDOM 2025 K6 | — | — | — | $489K | 1.4% | |
| MFS FID SM CAP IDX | — | — | — | $475K | 1.4% | |
| Fidelity Investments FID TOTAL BOND | — | — | — | $420K | 1.2% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $399K | 1.2% | |
| Fidelity Investments FID EMERGING MKTS | — | — | — | $355K | 1.0% | |
| Fidelity Investments FID GOVT MMKT | — | — | — | $301K | 0.9% | |
| Janus Henderson J H TRITON T | — | — | — | $278K | 0.8% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $206K | 0.6% | |
| Allspring AS SPL SM CP VAL ADM | — | — | — | $204K | 0.6% | |
| MFS INTL DIVRSN R3 | — | — | — | $143K | 0.4% | |
| Fidelity Investments FID FREEDOM INC K6 | — | — | — | $140K | 0.4% | |
| Allspring AS SPL MD CP VAL ADM | — | — | — | $140K | 0.4% | |
| Fidelity Investments FID OVERSEAS | — | — | — | $138K | 0.4% | |
| Fidelity Investments FID FREEDOM 2020 K6 | — | — | — | $126K | 0.4% | |
| Participant Loans Participant Loans - Interest rates ranging from 4.25% - 9.50%, maturing through 2029 - | — | — | — | $115K | 0.3% | |
| Goldman Sachs GS INFL-PRO SECS INV | — | — | — | $56K | 0.2% | |
| Fidelity Investments FID FREEDOM 2065 K6 | — | — | — | $30K | <0.1% | |
| Janus Henderson J H GROWTH & INC T | — | — | — | $30K | <0.1% | |
| Fidelity Investments FID FREEDOM 2010 K6 | — | — | — | $26K | <0.1% | |
| Parnassus MID CAP | — | — | — | $22K | <0.1% | |
| Fidelity Investments FID FREEDOM 2015 K6 | — | — | — | $12K | <0.1% | |
| Invesco INVS MS SMALL CAP R5 | — | — | — | $8K | <0.1% |
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