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Original filing (PDF)20250812131234NAL0007242355001
ELEPHAS BIOSCIENCES CORPORATION
Form 5500
FILING_RECEIVED
ELEPHAS BIO 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
151
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEPHAS BIOSCIENCES CORPORATION.
Plan sponsor
Name
ELEPHAS BIOSCIENCES CORPORATION
EIN
85-0746981
Address
1 ERDMAN PLACE STE 100 · MADISON, WI · 53717
Phone
(563) 451-6080
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
2025-08-12
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
SMITH + HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $912 | — |
Investments
26 direct securities · 1 pooled fund· $6.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.1M
26 holdings
Common Collective Trust
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Fund R6 | — | — | — | $932K | 15.3% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $917K | 15.1% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $908K | 14.9% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $672K | 11.0% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $560K | 9.2% | |
| Fidelity Total Market Index | — | — | — | $524K | 8.6% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $398K | 6.5% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $327K | 5.4% | |
| American Funds US Government Sec R6 ** 1 * American Funds 2070 Target Date Fund R6 | — | — | — | $254K | 4.2% | |
| Fidelity Mid Cap Index | — | — | — | $115K | 1.9% | |
| Fidelity Small Cap Index | — | — | — | $90K | 1.5% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $82K | 1.3% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $69K | 1.1% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $66K | 1.1% | |
| Franklin Growth R6 | — | — | — | $54K | 0.9% | |
| Columbia Contrarian Core Instl 3 | — | — | — | $25K | 0.4% | |
| T. Rowe Price Overseas Stock I | — | — | — | $25K | 0.4% | |
| Columbia Select Mid Cap Value Instl 2 | — | — | — | $16K | 0.3% | |
| Hartford Midcap R6 | — | — | — | $15K | 0.2% | |
| American Funds American Mutual R6 | — | — | — | $12K | 0.2% | |
| REALIANCE METLIFE SERIES 25053 C10 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $9K | 0.1% | |
| Participant loans Interest rate of 8.00% 0 | — | — | — | $6K | <0.1% | |
| Undiscovered Mgrs Behavioral Value R6 | — | — | — | $6K | <0.1% | |
| Goldman Sachs Emerging Mkts Eqty Instl | — | — | — | $3K | <0.1% | |
| Janus Henderson Triton N | — | — | — | $3K | <0.1% | |
| Federated Hermes Instl High Yield Bd R6 | — | — | — | $2K | <0.1% | |
| Fidelity US Bond Index | — | — | — | $1K | <0.1% |
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