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Original filing (PDF)20250718132405NAL0001803793001
2SEVENTY BIO, INC.
Form 5500
FILING_RECEIVED
2SEVENTY BIO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
356
Plan assets (EOY)
$32.3M
Net assets (EOY)
$32.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 2SEVENTY BIO, INC..
Plan sponsor
Name
2SEVENTY BIO, INC.
EIN
86-3658454
Address
60 BINNEY STREET · CAMBRIDGE, MA · 02142
Phone
(617) 491-5601
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
2025-07-18
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON O CONNOR FERON &CARUCCI LLP
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 | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $38K | — |
Investments
34 direct securities · 1 pooled fund· $32.5M(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
$32.3M
34 holdings
Common Collective Trust
$169K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund - Investor Class Mutual fund n/a | — | — | — | $4.7M | 14.4% | |
| Fidelity Freedom Index 2050 Fund - Investor Class Mutual fund n/a | — | — | — | $4.5M | 14.1% | |
| Fidelity 500 Index Fund - Premium Class Mutual fund n/a | — | — | — | $4.4M | 13.7% | |
| Fidelity Freedom Index 2035 Fund - Investor Class Mutual fund n/a | — | — | — | $3.3M | 10.3% | |
| Fidelity Freedom Index 2045 Fund - Investor Class Mutual fund n/a | — | — | — | $3.0M | 9.4% | |
| Fidelity Freedom Index 2060 Fund - Investor Class Mutual fund n/a | — | — | — | $2.0M | 6.1% | |
| Fidelity Freedom Index 2040 Fund - Investor Class Mutual fund n/a | — | — | — | $1.4M | 4.5% | |
| Vanguard Growth Index Fund Admiral Shares Mutual fund n/a | — | — | — | $1.3M | 4.1% | |
| Fidelity International Index Fund - Premium Class Mutual fund n/a | — | — | — | $901K | 2.8% | |
| Fidelity Mid Cap Index Fund - Premium Class Mutual fund n/a | — | — | — | $790K | 2.4% | |
| Dodge & Cox Income Fund Mutual fund n/a | — | — | — | $670K | 2.1% | |
| Fidelity Small Cap Index Fund - Premium Class Mutual fund n/a | — | — | — | $659K | 2.0% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual fund n/a | — | — | — | $619K | 1.9% | |
| Fidelity Freedom Index 2030 Fund - Investor Class Mutual fund n/a | — | — | — | $551K | 1.7% | |
| MFS Mid-Cap Growth Fund Class R6 Mutual fund n/a | — | — | — | $366K | 1.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund n/a | — | — | — | $355K | 1.1% | |
| Fidelity Freedom Index 2025 Fund - Investor Class Mutual fund n/a | — | — | — | $313K | 1.0% | |
| Fidelity Freedom Index 2065 Fund - Investor Class Mutual fund n/a | — | — | — | $282K | 0.9% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual fund n/a | — | — | — | $243K | 0.8% | |
| American Funds New World R6 Mutual fund n/a | — | — | — | $241K | 0.7% | |
| Cohen & Steers Instl Realty Shares Mutual fund n/a | — | — | — | $214K | 0.7% | |
| Fidelity Diversified International K6 Fund Mutual fund n/a | — | — | — | $203K | 0.6% | |
| Participant Loans Participant loans varies 4.25-9.50% n/a -0- | — | — | — | $182K | 0.6% | |
| MFS New Discovery Value Fund Class R6 Mutual fund n/a | — | — | — | $177K | 0.5% | |
| Managed Income Portfolio Class 1 Common collective trust n/a | — | — | — | $169K | 0.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $169K | 0.5% | |
| Victory RS Global Fund Class R6 Mutual fund n/a | — | — | — | $149K | 0.5% | |
| Fidelity Low-Priced Stock K6 Fund Mutual Fund n/a | — | — | — | $131K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual fund n/a | — | — | — | $104K | 0.3% | |
| PIMCO Short-Term Fund Institutional Class Mutual fund n/a | — | — | — | $78K | 0.2% | |
| Fidelity Freedom Index Income Investor Mutual fund n/a | — | — | — | $74K | 0.2% | |
| Putnam Global Health Care Fund Class Y Mutual fund n/a | — | — | — | $65K | 0.2% | |
| Goldman Sachs Inflation Protected Securities Fund Institutional Shares Mutual fund n/a | — | — | — | $43K | 0.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares Mutual fund n/a | — | — | — | $9K | <0.1% | |
| VanEck CM Commodity Index I Fund Mutual fund n/a | — | — | — | $9K | <0.1% |
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