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Original filing (PDF)20251009125437NAL0007015761001
COVIS PHARMA US, INC.
Form 5500
FILING_RECEIVED
COVIS PHARMA US, INC. 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
122
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 113% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVIS PHARMA US, INC..
Plan sponsor
Name
COVIS PHARMA US, INC.
EIN
84-5171883
Address
200 CONNELL DRIVE · SUITE 3200 · BERKELEY HEIGHTS, NJ · 07922
Phone
(617) 498-3300
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO. | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE VALLEY RETIREMENT, INC. | — | RIDLEY PARK, PA | THIRD PARTY ADMINISTRATO | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GOUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
37 direct securities· $10.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.9M | 18.8% | |
| Fidelity Freedom Index Fund 2035 | — | — | — | $1.1M | 10.9% | |
| Fidelity Freedom Index Fund 2045 | — | — | — | $1.1M | 10.6% | |
| Fidelity Freedom Index Fund 2040 | — | — | — | $913K | 8.8% | |
| American Funds New World Fund | — | — | — | $451K | 4.4% | |
| MFS Growth Fund | — | — | — | $412K | 4.0% | |
| Fidelity Freedom Index Fund 2050 | — | — | — | $408K | 3.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $391K | 3.8% | |
| Fidelity Freedom Index Fund 2030 | — | — | — | $365K | 3.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $357K | 3.5% | |
| Fidelity Freedom Index Fund 2055 | — | — | — | $312K | 3.0% | |
| American Funds Europacific Growth Fund | — | — | — | $306K | 3.0% | |
| Fidelity US Bond Index Fund | — | — | — | $276K | 2.7% | |
| Fidelity Freedom Index Fund 2025 | — | — | — | $268K | 2.6% | |
| Fidelity Freedom Index Fund 2060 | — | — | — | $233K | 2.3% | |
| Blackrock Advantage International Fund | — | — | — | $206K | 2.0% | |
| Janus Henderson Triton Fund | — | — | — | $205K | 2.0% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $170K | 1.6% | |
| American Funds American Mutual Fund | — | — | — | $166K | 1.6% | |
| PIMCO RAE US Small Cap Fund | — | — | — | $146K | 1.4% | |
| MFS Value Fund | — | — | — | $123K | 1.2% | |
| Empower Annuity Insurance Company of America | — | — | — | $91K | 0.9% | |
| Franklin Real Estate Securities Fund | — | — | — | $73K | 0.7% | |
| MFS Mid Cap Value Fund | — | — | — | $57K | 0.6% | |
| Hartford World Bond Factor | — | — | — | $48K | 0.5% | |
| PGIM High-Yield Fund | — | — | — | $42K | 0.4% | |
| PIMCO Income Fund | — | — | — | $42K | 0.4% | |
| Blackrock Total Return Fund | — | — | — | $35K | 0.3% | |
| Janus Henderson Enterprise Fund | — | — | — | $29K | 0.3% | |
| Lord Abbett Developing Growth Fund | — | — | — | $14K | 0.1% | |
| American Century Mid Cap Value Fund | — | — | — | $10K | <0.1% | |
| Participant loans | — | — | — | $10K | <0.1% | |
| Fidelity Freedom Index Fund 2065 | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Income Fund | — | — | — | $1K | <0.1% | |
| Fidelity Freedom Index Fund 2020 | — | — | — | $1K | <0.1% | |
| Fidelity Freedom Index Fund 2015 | — | — | — | $1K | <0.1% | |
| Empower Core Bond Fund | — | — | — | $1K | <0.1% |
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