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Original filing (PDF)20250618052625NAL0001226867001
KORRO BIO INC
Form 5500
FILING_RECEIVED
KORRO BIO 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
141
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
23 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 (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KORRO BIO INC.
Plan sponsor
Name
KORRO BIO INC
EIN
83-1934068
Address
60 FIRST STREET · 2ND FLOOR, SUITE 250 · CAMBRIDGE, MA · 02141
Phone
(508) 801-6912
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
2025-06-18
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Investments
23 direct securities· $6.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 16.2% | |
| VAN TARGET RETIRE 2030 773 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $832K | 13.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $734K | 11.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $705K | 11.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $668K | 10.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $659K | 10.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $507K | 8.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $387K | 6.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $311K | 4.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $105K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $79K | 1.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $63K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $50K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $35K | 0.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $34K | 0.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $24K | 0.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $22K | 0.3% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $21K | 0.3% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $16K | 0.2% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $9K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $6K | <0.1% |
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