Sergio Ramos signed Instil Bio, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Instil Bio, Inc.'s EIN is 83-2072195.
Download the official 2024 Form 5500 (PDF) for Instil Bio, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Instil Bio, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | 06-1493970 | — | ADVISOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR * Mutual Fund | Common Collective Trusts | — | — | $1.1M | 13.1% | |
| FID FDM IDX 2040 IPR * Mutual Fund | Common Collective Trusts | — | — | $1.0M | 12.2% | |
| FID 500 INDEX * Mutual Fund | Common Collective Trusts | — | — | $988K | 11.9% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $831K | 10.0% | |
| FID FDM IDX 2055 IPR * Mutual Fund | Common Collective Trusts | — | — | $718K | 8.6% | |
| FID FDM IDX 2045 IPR * Mutual Fund | Common Collective Trusts | — | — | $641K | 7.7% | |
| FID FDM IDX 2030 IPR * Mutual Fund | Common Collective Trusts | — | — | $538K | 6.5% | |
| FID FDM IDX 2035 IPR * Mutual Fund | Common Collective Trusts | — | — | $362K | 4.3% | |
| FID FDM IDX 2025 IPR * Mutual Fund | Common Collective Trusts | — | — | $311K | 3.7% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $265K | 3.2% | |
| BLKRK MD CP GR EQ K Mutual Fund | Other securities | — | — | $249K | 3.0% | |
| FID FDM IDX 2060 IPR * Mutual Fund | Common Collective Trusts | — | — | $202K | 2.4% | |
| AB SM CAP GRTH Z Mutual Fund | Other securities | — | — | $181K | 2.2% | |
| FID FDM IDX 2070 IPR * Mutual Fund | Common Collective Trusts | — | — | $146K | 1.8% | |
| FID MID CAP IDX * Mutual Fund | Common Collective Trusts | — | — | $141K | 1.7% | |
| JPM CORE BOND R6 Mutual Fund | Other securities | — | — | $130K | 1.6% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $130K | 1.6% | |
| Participant Loans (maturing through August 2037) * Interest rates: 4.25 - 8.0% | Bonds / Notes | — | — | $68K | 0.8% | |
| FID MID CAP VAL IDX * Mutual Fund | Common Collective Trusts | — | — | $55K | 0.7% | |
| AF BALANCED R6 Mutual Fund | Other securities | — | — | $49K | 0.6% | |
| FID FDM IDX 2065 IPR * Mutual Fund | Common Collective Trusts | — | — | $46K | 0.6% | |
| AM CENT SMCAP VAL R6 Mutual Fund | Other securities | — | — | $37K | 0.4% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $35K | 0.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $32K | 0.4% | |
| FID FDM IDX INC IPR * Mutual Fund | Common Collective Trusts | — | — | $25K | 0.3% | |
| FID FDM IDX 2020 IPR * Mutual Fund | Common Collective Trusts | — | — | $13K | 0.2% | |
| AF NEW PERSPECT R6 Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| FID SM CAP IDX * Mutual Fund | Common Collective Trusts | — | — | $10K | 0.1% | |
| DFA REAL EST SEC I Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| TRP INFLTN PROT BD I Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
