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Original filing (PDF)20251015220031NAL0011656370001
VIZGEN, INC.
Form 5500
FILING_RECEIVED
VIZGEN 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
96
Accounts w/ balance
140
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Admiral "" is 35% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIZGEN, INC..
Plan sponsor
Name
VIZGEN, INC.
EIN
83-3854223
Address
61 MOULTON ST · CAMBRIDGE, MA · 02138
Phone
(833) 222-8206
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-13
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
Investments
21 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Admiral " | — | — | — | $1.6M | 35.2% | |
| Vanguard Funds Developed Markets Index Admiral " | — | — | — | $704K | 15.5% | |
| Vanguard Bond Index Admiral Mutual fund | — | — | — | $602K | 13.2% | |
| Vanguard Emerging Markets Stock Admiral " | — | — | — | $376K | 8.3% | |
| Vanguard Index 500 Admiral " | — | — | — | $279K | 6.1% | |
| Vanguard Funds Total International Bond Index " | — | — | — | $210K | 4.6% | |
| Vanguard Growth Index Admiral " | — | — | — | $202K | 4.4% | |
| Vanguard Information Technology Index Admiral " | — | — | — | $198K | 4.3% | |
| Vanguard Real Estate Index Admiral " | — | — | — | $194K | 4.3% | |
| Vanguard Group Intermediate Bond Index Admiral " | — | — | — | $32K | 0.7% | |
| Vanguard Value Index Admiral " | — | — | — | $23K | 0.5% | |
| Vanguard Gmid Cap Growth Index Admiral " | — | — | — | $22K | 0.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral " | — | — | — | $17K | 0.4% | |
| Vanguard Large Cap Index Fund Admiral " | — | — | — | $17K | 0.4% | |
| Vanguard Small Cap Index Admiral " | — | — | — | $15K | 0.3% | |
| Vanguard Reserve Federal Money Market Fund " ** 903 Vanguard Small Cap Value Index Admiral " | — | — | — | $13K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $11K | 0.2% | |
| Vanguard Mid Cap Index Admiral " | — | — | — | $7K | 0.2% | |
| Vanguard Long Term Bond Index Admiral " | — | — | — | $7K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral " | — | — | — | $5K | 0.1% | |
| Vanguard total International Stock Index Admiral " | — | — | — | $3K | <0.1% |
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