How big is Grail, Inc.'s plan?

Grail, Inc.'s plan reported $120.1M in assets and 954 participants for 2024.

Original filing (PDF)20250730154505NAL0002054371001

Grail, Inc.

Name: Grail, Inc. — Grail 401(k) Plan, Form 5500 (2024)
Creator: Grail, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Grail 401(k) Plan

401(k) retirement plan · Grail, Inc.'s Grail 401(k) Plan held $120.1M in plan assets for 954 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

954

Accounts w/ balance

1,493

Plan assets (EOY)

$120.1M

Net assets (EOY)

$120.1M

People on this filing

Matthew Willmon signed Grail, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Willmon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grail, Inc.'s EIN is 86-3673636.

EIN 86-3673636

Plan number 001

Plan year 2024

ACK ID 20250730154505NAL0002054371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grail, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grail, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAIL, INC..

Finding similar companies…

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

GRAIL, INC.

EIN

all filings

Address

1525 O'BRIEN DRIVE · MENLO PARK, CA · 94025

Phone

(650) 542-0372

Industry

Health Care & Social Assistance

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$41K	—

Investments

32 direct securities· $120.1M(100% of reported assets)

Mutual Funds

$86.7M

20 holdings

Common Collective Trusts

$29.9M

6 holdings

Other securities

$2.1M

4 holdings

Bonds / Notes

$878K

1 holding

Common Stocks

$607K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$16.1M	13.4%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$14.2M	11.8%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$13.1M	10.9%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$10.1M	8.4%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$9.3M	7.8%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$8.4M	7.0%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$8.1M	6.8%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$7.9M	6.6%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.5M	6.2%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$4.5M	3.7%
Fidelity OTC K6 Portfolio Mutual Fund	Mutual Funds	—	—	$4.2M	3.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.3M	1.9%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$2.2M	1.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.1M	1.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	1.2%
Fidelity Total Bond K6 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	0.8%
Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$1.0M	0.8%
Participant Loans to participants, bearing interest at 4.25 to 9.50%	Bonds / Notes	—	—	$878K	0.7%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$835K	0.7%
Victory Sycamore Established Value Fund Class R-6 Mutual Fund	Other securities	—	—	$713K	0.6%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	Common Stocks	—	—	$607K	0.5%
MFS Value Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$591K	0.5%
PGIM High Yield Fund Class R-6 Mutual Fund	Other securities	—	—	$578K	0.5%
Fidelity Overseas Fund Class K Mutual Fund	Mutual Funds	—	—	$514K	0.4%
Carillon Eagle Mid Cap Growth R-6 Mutual Fund	Other securities	—	—	$443K	0.4%
Vanguard FTSE Social Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$424K	0.4%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$346K	0.3%
T. Rowe Price QM U.S Small-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$321K	0.3%
Franklin Small Cap Value Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$245K	0.2%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$98K	<0.1%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$23K	<0.1%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$22K	<0.1%