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Original filing (PDF)20251010122952NAL0013112656001
MYRIAD GENETICS, INC.
Form 5500
FILING_RECEIVED
MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,729
Accounts w/ balance
3,463
Plan assets (EOY)
$458.1M
Net assets (EOY)
$458.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
35 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 (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MYRIAD GENETICS, INC..
Plan sponsor
Name
MYRIAD GENETICS, INC.
EIN
87-0494517
Address
320 WAKARA WAY · SALT LAKE CITY, UT · 84108
Phone
(801) 584-3672
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SQUIRE & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$196K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER | 13-5674085 | — | INVESTMENT ADVISOR | $96K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $71K | — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SQUIRE & COMPANY, PC | 87-0343246 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
31 direct securities · 19 pooled funds· $729.7M(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
$367.8M
31 holdings
Common Collective Trust
$361.9M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Blue Chip Growth Fund Registered Investment Company | — | — | — | $59.8M | 13.1% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $59.8M | 13.1% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $57.2M | 12.5% | |
| Fidelity Advisor Freedom 2040 Fund Registered Investment Company | — | — | — | $41.0M | 8.9% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $41.0M | 8.9% | |
| Fidelity Advisor Freedom 2045 Fund Registered Investment Company | — | — | — | $33.3M | 7.3% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $33.3M | 7.3% | |
| Fidelity Advisor Freedom 2050 Fund Registered Investment Company | — | — | — | $31.9M | 7.0% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $31.9M | 7.0% | |
| Fidelity Advisor Freedom 2055 Fund Registered Investment Company | — | — | — | $26.7M | 5.8% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $26.7M | 5.8% | |
| Fidelity Advisor Freedom 2035 Fund Registered Investment Company | — | — | — | $25.3M | 5.5% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $25.3M | 5.5% | |
| Fidelity Advisor Freedom 2030 Fund Registered Investment Company | — | — | — | $19.3M | 4.2% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $19.3M | 4.2% | |
| JPMorgan US Equity Fund Registered Investment Company | — | — | — | $16.0M | 3.5% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $13.6M | 3.0% | |
| Fidelity Advisor Freedom 2060 Fund Registered Investment Company | — | — | — | $13.6M | 3.0% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $13.6M | 3.0% | |
| MFS Value R6 Fund Registered Investment Company | — | — | — | $12.4M | 2.7% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $10.9M | 2.4% | |
| Fidelity Government Moneymarket Fund Registered Investment Company | — | — | — | $10.2M | 2.2% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $8.6M | 1.9% | |
| Neuberger Berman Genesis Fund Registered Investment Company | — | — | — | $8.0M | 1.7% | |
| Prudential Jennison Mid Cap Growth Fund Registered Investment Company | — | — | — | $7.8M | 1.7% | |
| Fidelity Advisor Freedom 2025 Fund Registered Investment Company | — | — | — | $7.5M | 1.6% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $7.5M | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund Registered Investment Company | — | — | — | $5.7M | 1.2% | |
| Goldman Sachs CQG International Opps Inv Fd Registered Investment Company | — | — | — | $5.5M | 1.2% | |
| Vanguard Intermediate Bond Index Adm Fund Registered Investment Company | — | — | — | $5.2M | 1.1% | |
| PIMCO Total Return Fund Registered Investment Company | — | — | — | $5.0M | 1.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.5M | 1.0% | |
| Fidelity Advisor Managed Income Portfolio Fund Collective Trust | — | — | — | $4.5M | 1.0% | |
| Fidelity Advisor New Markets Inc Fund Registered Investment Company | — | — | — | $3.8M | 0.8% | |
| Notes receivable from participants Interest rates between 4.25% and 9.50% - | — | — | — | $3.4M | 0.8% | |
| Investers Developing Markets Fund Registered Investment Company | — | — | — | $3.4M | 0.7% | |
| Columbia Small Cap Value I 13 Fund Registered Investment Company | — | — | — | $3.3M | 0.7% | |
| party rate of interest, collateral, par, or maturity value American Funds Balanced R6 Fund Registered Investment Company | — | — | — | $3.2M | 0.7% | |
| Fidelity Advisor Freedom 2065 Fund Registered Investment Company | — | — | — | $2.9M | 0.6% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $2.8M | 0.6% | |
| Fidelity Advisor Freedom 2020 Fund Registered Investment Company | — | — | — | $2.6M | 0.6% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $2.6M | 0.6% | |
| Fidelity Advisor Freedom Income Fund Registered Investment Company | — | — | — | $1.8M | 0.4% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| Fidelity Advisor Freedom 2010 Fund Registered Investment Company | — | — | — | $894K | 0.2% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $894K | 0.2% | |
| Blackrock Strategic Global Bond Fund Registered Investment Company | — | — | — | $573K | 0.1% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $409K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Registered Investment Company | — | — | — | $409K | <0.1% |