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Original filing (PDF)20251014211400NAL0007491810001
COLOSSAL BIOSCIENCES INC.
Form 5500
FILING_RECEIVED
COLOSSAL BIOSCIENCES INC. 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
134
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 COLOSSAL BIOSCIENCES INC..
Plan sponsor
Name
COLOSSAL BIOSCIENCES INC.
EIN
86-1910538
Address
1401 LAVACA STREET UNIT 155 · AUSTIN, TX · 78701
Phone
(310) 590-6716
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-19
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
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 | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $15K | — |
Investments
27 direct securities · 1 pooled fund· $4.9M(99% 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
$4.8M
27 holdings
Common Collective Trust
$110K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.0M | 20.7% | |
| Fidelity Freedom Index 2050 Fund Premier Class Mutual Fund | — | — | — | $633K | 12.7% | |
| Fidelity Freedom Index 2040 Fund Premier Class Mutual Fund | — | — | — | $526K | 10.5% | |
| Fidelity Freedom Index 2055 Fund Premier Class Mutual Fund | — | — | — | $451K | 9.0% | |
| Putnam Large Cap Growth Fund R6 Mutual Fund | — | — | — | $375K | 7.5% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $317K | 6.3% | |
| Fidelity Freedom Index 2060 Fund Premier Class Mutual Fund | — | — | — | $244K | 4.9% | |
| Fidelity Freedom Index 2045 Fund Premier Class Mutual Fund | — | — | — | $232K | 4.6% | |
| Fidelity Freedom Index 2065 Fund Premier Class Mutual Fund | — | — | — | $155K | 3.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $110K | 2.2% | |
| Fidelity Freedom Index 2030 Fund Premier Class Mutual Fund | — | — | — | $107K | 2.1% | |
| T.Rowe Price Mid-Cap Value Fund I Class Mutual Fund | — | — | — | $101K | 2.0% | |
| Putnam Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $100K | 2.0% | |
| Fidelity Freedom Index 2035 Fund Premier Class Mutual Fund | — | — | — | $100K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $94K | 1.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $72K | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $51K | 1.0% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $48K | 1.0% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $45K | 0.9% | |
| Participant Loans (Interest rate 9.50%) -0- | — | — | — | $45K | 0.9% | |
| JPMorgan Government Bond Fund Class R6 Mutual Fund | — | — | — | $25K | 0.5% | |
| American Century International Growth Fund Class R6 Mutual Fund | — | — | — | $23K | 0.5% | |
| Allspring Small Company Value Fund Class R6 Mutual Fund | — | — | — | $20K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund | — | — | — | $2K | <0.1% | |
| American Century High Income Fund R6 Class Mutual Fund | — | — | — | $2K | <0.1% | |
| PGIM High Yield Fund - Class R6 Mutual Fund | — | — | — | $2K | <0.1% |