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Original filing (PDF)20250723110003NAL0001822083001
INSTIL BIO, INC.
Form 5500
FILING_RECEIVED
INSTIL BIO RETIREMENT PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
178
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTIL BIO, INC..
Plan sponsor
Name
INSTIL BIO, INC.
EIN
83-2072195
Address
3963 MAPLE AVENUE SUITE 350 · DALLAS, TX · 75219
Phone
(972) 499-3350
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
2025-07-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
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
ALMICH AND ASSOCIATES
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 | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | 06-1493970 | — | ADVISOR | $23K | — |
Investments
29 direct securities · 1 pooled fund· $8.3M(100% of reported assets)
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.
Uncategorized
$8.3M
29 holdings
Common Collective Trust
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2050 IPR * Mutual Fund | — | — | — | $1.1M | 13.1% | |
| FID FDM IDX 2040 IPR * Mutual Fund | — | — | — | $1.0M | 12.2% | |
| FID 500 INDEX * Mutual Fund | — | — | — | $988K | 11.9% | |
| JPM LG CAP GROWTH R6 Mutual Fund | — | — | — | $831K | 10.0% | |
| FID FDM IDX 2055 IPR * Mutual Fund | — | — | — | $718K | 8.6% | |
| FID FDM IDX 2045 IPR * Mutual Fund | — | — | — | $641K | 7.7% | |
| FID FDM IDX 2030 IPR * Mutual Fund | — | — | — | $538K | 6.5% | |
| FID FDM IDX 2035 IPR * Mutual Fund | — | — | — | $362K | 4.3% | |
| FID FDM IDX 2025 IPR * Mutual Fund | — | — | — | $311K | 3.7% | |
| AF EUROPAC GROWTH R6 Mutual Fund | — | — | — | $265K | 3.2% | |
| BLKRK MD CP GR EQ K Mutual Fund | — | — | — | $249K | 3.0% | |
| FID FDM IDX 2060 IPR * Mutual Fund | — | — | — | $202K | 2.4% | |
| AB SM CAP GRTH Z Mutual Fund | — | — | — | $181K | 2.2% | |
| FID FDM IDX 2070 IPR * Mutual Fund | — | — | — | $146K | 1.8% | |
| FID MID CAP IDX * Mutual Fund | — | — | — | $141K | 1.7% | |
| JPM CORE BOND R6 Mutual Fund | — | — | — | $130K | 1.6% | |
| MFS VALUE R6 Mutual Fund | — | — | — | $130K | 1.6% | |
| Participant Loans (maturing through August 2037) * Interest rates: 4.25 - 8.0% | — | — | — | $68K | 0.8% | |
| FID MID CAP VAL IDX * Mutual Fund | — | — | — | $55K | 0.7% | |
| AF BALANCED R6 Mutual Fund | — | — | — | $49K | 0.6% | |
| FID FDM IDX 2065 IPR * Mutual Fund | — | — | — | $46K | 0.6% | |
| AM CENT SMCAP VAL R6 Mutual Fund | — | — | — | $37K | 0.4% | |
| AF NEW WORLD R6 Mutual Fund | — | — | — | $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 | — | — | — | $25K | 0.3% | |
| FID FDM IDX 2020 IPR * Mutual Fund | — | — | — | $13K | 0.2% | |
| AF NEW PERSPECT R6 Mutual Fund | — | — | — | $11K | 0.1% | |
| FID SM CAP IDX * Mutual Fund | — | — | — | $10K | 0.1% | |
| DFA REAL EST SEC I Mutual Fund | — | — | — | $10K | 0.1% | |
| TRP INFLTN PROT BD I Mutual Fund | — | — | — | $2K | <0.1% |
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