How big is Molecular Epidemiology, Inc.'s plan?

Molecular Epidemiology, Inc.'s plan reported $34.1M in assets and 1,373 participants for 2024.

Original filing (PDF)20251117115856NAL0000687475001

Molecular Epidemiology, Inc.

Name: Molecular Epidemiology, Inc. — Molecular Epidemiolog, Form 5500 (2024)
Creator: Molecular Epidemiology, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Molecular Epidemiology, Inc.'s Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan held $34.1M in plan assets for 1,373 participants in 2024, with Transamerica as recordkeeper.

Signals · 3

Late filing · 0.0 moLate participant contributionsCorrective distributions issued

Active participants

1,373

Accounts w/ balance

933

Plan assets (EOY)

$34.1M

Net assets (EOY)

$34.0M

People on this filing

Dalia ALFI signed Molecular Epidemiology, Inc.'s 2024 Form 5500 as plan administrator.

Dalia ALFI — 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

Molecular Epidemiology, Inc.'s EIN is 91-1759869.

EIN 91-1759869

Plan number 001

Plan year 2024

ACK ID 20251117115856NAL0000687475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 240K (5% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

MOLECULAR EPIDEMIOLOGY, INC.

EIN

all filings

Address

15300 BOTHELL WAY NE · LAKE FOREST PARK, WA · 98155

Phone

(206) 522-5432

Industry

All Other Professional Services· Professional & Technical Services

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

2025-11-17

Pension benefit codes

2E · Profit-sharing

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	13-3689044	—	RECORDKEEPER	$69K	—
HUNNEX AND SHOEMAKER, INC.	91-1072394	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

44 direct securities· $34.1M(100% of reported assets)

Other securities

$23.4M

27 holdings

Mutual Funds

$4.8M

12 holdings

Common Collective Trusts

$4.2M

3 holdings

Stable Value

$1.7M

1 holding

Cash / Money Market

$7K

1 holding

					% of plan
T. Row Price Retirement 2030 Mutual Fund	Other securities	—	—	$4.8M	14.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.6M	7.5%
T. Row Price Retirement 2055 Mutual Fund	Other securities	—	—	$2.1M	6.2%
T. Row Price Retirement 2035 Mutual Fund	Other securities	—	—	$2.1M	6.1%
T. Row Price Retirement 2050 Mutual Fund	Other securities	—	—	$1.9M	5.5%
Transamerica Stable Value Core Option Contract with insurance company ***	Stable Value	—	—	$1.7M	4.9%
T. Row Price Retirement 2040 Mutual Fund	Other securities	—	—	$1.7M	4.9%
T. Row Price Retirement 2060 Mutual Fund	Other securities	—	—	$1.6M	4.8%
T. Row Price Retirement 2005 Mutual Fund	Other securities	—	—	$1.5M	4.5%
T. Row Price Retirement 2045 Mutual Fund	Other securities	—	—	$1.4M	4.0%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$1.3M	3.7%
American Funds Balanced Ret Opt Fund Mutual Fund	Mutual Funds	—	—	$1.2M	3.4%
T. Row Price Retirement 2065 Mutual Fund	Other securities	—	—	$792K	2.3%
JPMorgan Large-Cap Growth R6 Mutual Fund	Other securities	—	—	$764K	2.2%
T. Row Price Retirement 2025 Mutual Fund	Other securities	—	—	$721K	2.1%
American Funds Washington Mutual Invest. Mutual Fund	Mutual Funds	—	—	$667K	2.0%
JPMorgan U.S. Equity Ret Opt Mutual Fund	Other securities	—	—	$664K	1.9%
BlackRock Health Sciences Opportunities Fd Mutual Fund	Other securities	—	—	$509K	1.5%
American Funds New Perspective Ret Opt Fd Mutual Fund	Mutual Funds	—	—	$494K	1.4%
PGIM High Yield R6 Mutual Fund	Other securities	—	—	$417K	1.2%
Goldman Sachs Technology Opportunities Ret Mutual Fund	Other securities	—	—	$417K	1.2%
Janus Henderson Enterprise Ret Opt Fund Mutual Fund	Mutual Funds	—	—	$401K	1.2%
Franklin Utilities Ret Opt Mutual Fund	Mutual Funds	—	—	$400K	1.2%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$387K	1.1%
Columbia Balanced Mutual Fund	Other securities	—	—	$380K	1.1%
Vanguard Small-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$377K	1.1%
Fidelity Mid-Cap Index Mutual Fund	Mutual Funds	—	—	$326K	1.0%
vested account balance, maturing on * Notes receivable from participants various dates through 2040 -	Other securities	—	—	$303K	0.9%
Fidelity Real Estate Index Mutual Fund	Mutual Funds	—	—	$250K	0.7%
American Centry Mid-Cap Value R6 Mutual Fund	Other securities	—	—	$231K	0.7%
Fidelity Advisor Growth Opportunities Mutual Fund	Mutual Funds	—	—	$225K	0.7%
JPMorgan Small-Cap Growth R6 Mutual Fund	Other securities	—	—	$220K	0.6%
PGIM Jennison Natural Resources R6 Mutual Fund	Other securities	—	—	$220K	0.6%
BNY Melon International Stock Ret Opt Mutual Fund	Other securities	—	—	$203K	0.6%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$173K	0.5%
Fidelity Small-Cap Index Mutual Fund	Mutual Funds	—	—	$172K	0.5%
PIMCO Real Return Opt Mutual Fund	Mutual Funds	—	—	$158K	0.5%
PGIM Total Return Bond R6 Mutual Fund	Other securities	—	—	$155K	0.5%
American Centry Emerging Markets Small-Cap R6 Mutual Fund	Other securities	—	—	$103K	0.3%
T. Row Price Retirement 2020 Mutual Fund	Other securities	—	—	$92K	0.3%
AB Global Bond Z Mutual Fund	Other securities	—	—	$35K	0.1%
T. Row Price Retirement 2015 Mutual Fund	Other securities	—	—	$19K	<0.1%
T. Row Price Retirement 2010 Mutual Fund	Other securities	—	—	$13K	<0.1%
Interest bearing cash	Cash / Money Market	—	—	$7K	<0.1%