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Original filing (PDF)20251009170402NAL0006939489002
BIOLIFE SOLUTIONS, INC
Form 5500
FILING_RECEIVED
BIOLIFE SOLUTIONS, INC 401(K) PLAN
401(k) retirement plan
Active participants
321
Accounts w/ balance
367
Plan assets (EOY)
$13.6M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOLIFE SOLUTIONS, INC.
Plan sponsor
Name
BIOLIFE SOLUTIONS, INC
EIN
94-3076866
Address
3303 MONTE VILLA PKWY SUITE 310 · BOTHELL, WA · 98021
Phone
(425) 402-1400
Industry
Manufacturingsee all
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
2025-10-09
Pension benefit codes
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)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 04-3109325 | — | RECORDKEEPER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER, INC. | 91-1072394 | — | THIRD PARTY ADMINISTRATOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MGMT | $2K | — |
Investments
33 direct securities · 1 pooled fund· $27.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.6M
33 holdings
Pooled Separate Account
$13.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $13.5M | 99.2% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $2.5M | 18.4% | |
| Vanguard 500 Index Fund | — | — | — | $1.9M | 14.3% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $1.5M | 11.0% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.4M | 10.6% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.3M | 9.8% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $1.2M | 9.1% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $760K | 5.6% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $708K | 5.2% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $647K | 4.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $352K | 2.6% | |
| Vanguard Total International Stock Index Fund | — | — | — | $193K | 1.4% | |
| Invesco Diversified Dividend Fund | — | — | — | $181K | 1.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $115K | 0.8% | |
| Empower Insurance Contract | — | — | — | $100K | 0.7% | |
| Vanguard Total Bond Market | — | — | — | $94K | 0.7% | |
| Amundi US Pioneer Fundamental Growth Fund | — | — | — | $92K | 0.7% | |
| Empower Small Cap Growth Equity Fund | — | — | — | $68K | 0.5% | |
| JPMorgan Small Cap Value Fund | — | — | — | $57K | 0.4% | |
| Invesco International Diversified | — | — | — | $49K | 0.4% | |
| DWS Group RREEF Real Estate Securities Fund | — | — | — | $28K | 0.2% | |
| American Funds Investment Company of America | — | — | — | $27K | 0.2% | |
| Invesco Main Street Mid Cap | — | — | — | $27K | 0.2% | |
| MFS Government Securities Fund 703 PIMCO Income Fund | — | — | — | $23K | 0.2% | |
| Empower S&P 500 Index | — | — | — | $21K | 0.2% | |
| American Funds American Funds Capital Income Builder | — | — | — | $19K | 0.1% | |
| American Funds American Funds American Balanced | — | — | — | $17K | 0.1% | |
| Franklin Templeton Foreign Fund | — | — | — | $16K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $12K | <0.1% | |
| Invesco Multi-Asset Income | — | — | — | $11K | <0.1% | |
| Invesco Intermediate Bond Fund | — | — | — | $6K | <0.1% | |
| Participants Participant Loans Rate - 4.25% - | — | — | — | $6K | <0.1% | |
| Empower Premier Small Cap Opportunities Fund | — | — | — | $4K | <0.1% | |
| Empower Diversified Bond Fund | — | — | — | $2K | <0.1% |