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Original filing (PDF)20250905162627NAL0017388369001
LYELL IMMUNOPHARMA, INC.
Form 5500
FILING_RECEIVED
LYELL IMMUNOPHARMA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
200
Accounts w/ balance
343
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
33 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYELL IMMUNOPHARMA, INC..
Plan sponsor
Name
LYELL IMMUNOPHARMA, INC.
EIN
83-1300510
Address
201 HASKINS WAY · SOUTH SAN FRANCISCO, CA · 94080
Phone
(253) 365-2621
Industry
Professional & Technical Servicessee 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
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
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
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Investments
32 direct securities· $28.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | — | — | — | $5.1M | 18.2% | |
| FID FDM IDX 2040 Mutual Fund | — | — | — | $3.1M | 10.8% | |
| FID FDM IDX 2050 Mutual Fund | — | — | — | $2.7M | 9.7% | |
| FID FDM IDX 2035 Mutual Fund | — | — | — | $2.5M | 8.8% | |
| FID FDM IDX 2055 Mutual Fund | — | — | — | $2.1M | 7.5% | |
| FID FDM IDX 2045 Mutual Fund | — | — | — | $2.0M | 7.1% | |
| FID LG CAP GR IDX Mutual Fund | — | — | — | $1.9M | 6.7% | |
| FID FDM IDX 2030 Mutual Fund | — | — | — | $1.2M | 4.1% | |
| FID FDM IDX 2060 Mutual Fund | — | — | — | $902K | 3.2% | |
| TRP BLUE CHIP GRTH Mutual Fund | — | — | — | $848K | 3.0% | |
| FID INTL INDEX Mutual Fund | — | — | — | $716K | 2.5% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $643K | 2.3% | |
| FID FDM IDX 2065 Mutual Fund | — | — | — | $557K | 2.0% | |
| FID GOVT MMKT Mutual Fund | — | — | — | $518K | 1.8% | |
| FID FDM IDX 2025 Mutual Fund | — | — | — | $440K | 1.6% | |
| JPM EQUITY INCOME Mutual Fund | — | — | — | $357K | 1.3% | |
| FID LG CAP VAL IDX Mutual Fund | — | — | — | $346K | 1.2% | |
| FID MID CAP VAL IDX Mutual Fund | — | — | — | $307K | 1.1% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | — | — | — | $253K | 0.9% | |
| FID FDM IDX INC Mutual Fund ** 999 * FID FDM IDX 2020 Mutual Fund | — | — | — | $243K | 0.9% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $216K | 0.8% | |
| FID MID CAP GR IDX Mutual Fund | — | — | — | $215K | 0.8% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $211K | 0.7% | |
| FID US BOND IDX Mutual Fund | — | — | — | $160K | 0.6% | |
| FID TOTAL BOND Mutual Fund | — | — | — | $137K | 0.5% | |
| FID REAL ESTATE IDX Mutual Fund | — | — | — | $119K | 0.4% | |
| VICTORY S EST VAL Mutual Fund | — | — | — | $118K | 0.4% | |
| PIMCO INCOME INST Mutual Fund | — | — | — | $70K | 0.2% | |
| JPM MID CAP GRTH Mutual Fund | — | — | — | $51K | 0.2% | |
| VICTORY S SM CO OP Mutual Fund | — | — | — | $50K | 0.2% | |
| FID SM CAP VAL IDX Mutual Fund | — | — | — | $41K | 0.1% | |
| PIF SMCP GRTH Mutual Fund | — | — | — | $32K | 0.1% |
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