How big is Innoviva Specialty Therapeutics Inc.'s plan?

Innoviva Specialty Therapeutics Inc.'s plan reported $34.6M in assets and 117 participants for 2024.

Original filing (PDF)20250912170823NAL0002909282001

Innoviva Specialty Therapeutics Inc.

Name: Innoviva Specialty Therapeutics Inc. — IST Retiremen, Form 5500 (2024)
Creator: Innoviva Specialty Therapeutics Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IST Retirement Plan

401(k) retirement plan · Innoviva Specialty Therapeutics Inc.'s IST Retirement Plan held $34.6M in plan assets for 117 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

117

Accounts w/ balance

299

Plan assets (EOY)

$34.6M

Net assets (EOY)

$34.6M

People on this filing

Kaori Yasutomi signed Innoviva Specialty Therapeutics Inc.'s 2024 Form 5500 as plan administrator.

Kaori Yasutomi — 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

Innoviva Specialty Therapeutics Inc.'s EIN is 92-0574320.

EIN 92-0574320

Plan number 002

Plan year 2024

ACK ID 20250912170823NAL0002909282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

31 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).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

INNOVIVA SPECIALTY THERAPEUTICS INC.

EIN

all filings

Address

930 WINTER STREET · SUITE 1500 · WALTHAM, MA · 02451

Phone

(617) 715-3600

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

31 direct securities· $34.6M(100% of reported assets)

Mutual Funds

$24.4M

21 holdings

Common Collective Trusts

$9.0M

6 holdings

Other securities

$1.1M

3 holdings

Bonds / Notes

$163K

1 holding

					% of plan
Fidelity 500 Index Fund -	Common Collective Trusts	—	—	$5.7M	16.4%
Fidelity Freedom 2030 Fund Class K6 -	Mutual Funds	—	—	$3.7M	10.7%
Fidelity Freedom 2040 Fund Class K6 -	Mutual Funds	—	—	$3.6M	10.4%
Fidelity Blue Chip Growth Fund Class K6 -	Mutual Funds	—	—	$3.2M	9.3%
Fidelity Freedom 2035 Fund Class K6 -	Mutual Funds	—	—	$2.6M	7.5%
Fidelity Freedom 2050 Fund Class K6 -	Mutual Funds	—	—	$2.5M	7.1%
Fidelity Freedom 2045 Fund Class K6 -	Mutual Funds	—	—	$1.5M	4.3%
Fidelity Mid Cap Index Fund -	Common Collective Trusts	—	—	$1.2M	3.6%
Fidelity Government Money Market Fund Class K6 -	Mutual Funds	—	—	$1.2M	3.5%
Fidelity Freedom 2025 Fund Class K6 -	Mutual Funds	—	—	$993K	2.9%
Fidelity Global ex U.S. Index Fund -	Common Collective Trusts	—	—	$939K	2.7%
Putnam Large Cap Value Fund Class R6 -	Mutual Funds	—	—	$886K	2.6%
T. Rowe Price Dividend Growth Fund Class I -	Other securities	—	—	$798K	2.3%
Fidelity Small Cap Index Fund -	Common Collective Trusts	—	—	$724K	2.1%
Fidelity Total Bond Fund Class K6 -	Mutual Funds	—	—	$551K	1.6%
Fidelity Freedom 2060 Fund Class K6 -	Mutual Funds	—	—	$535K	1.5%
MFS Mid Cap Growth Fund Class R6 -	Mutual Funds	—	—	$500K	1.4%
Fidelity Large Cap Growth Index -	Mutual Funds	—	—	$497K	1.4%
Fidelity Small Cap Growth Fund Class K6 -	Mutual Funds	—	—	$494K	1.4%
Fidelity Emerging Markets Fund Class K6 -	Mutual Funds	—	—	$455K	1.3%
Fidelity Freedom 2055 Fund Class K6 -	Mutual Funds	—	—	$384K	1.1%
Fidelity U.S. Bond Index Fund -	Common Collective Trusts	—	—	$371K	1.1%
Fidelity Mid Cap Growth Index -	Mutual Funds	—	—	$284K	0.8%
Fidelity International Capital Appreciation Fund -	Mutual Funds	—	—	$249K	0.7%
Fidelity Freedom 2020 Fund Class K6 -	Mutual Funds	—	—	$216K	0.6%
Notes receivable from participants Varying maturity dates, interest rates at 9.00% to 9.50% -	Bonds / Notes	—	—	$163K	0.5%
Allspring Special Small Cap Value Fund Class R6 -	Other securities	—	—	$148K	0.4%
Fidelity Real Estate Investment Portfolio -	Mutual Funds	—	—	$119K	0.3%
Allspring Special Mid Cap Value Fund Class R6 -	Other securities	—	—	$105K	0.3%
Fidelity Inflation-Protected Bond Index Fund -	Common Collective Trusts	—	—	$78K	0.2%
Fidelity Freedom 2065 Fund Class K6 -	Mutual Funds	—	—	$6K	<0.1%