· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOFINNOVA INVESTMENTS, INC. — SOFINNOVA VENTURES, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002085520NAL0000161331001
SOFINNOVA INVESTMENTS, INC.
Form 5500-SF
FILING_RECEIVED
SOFINNOVA VENTURES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
20
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOFINNOVA INVESTMENTS, INC.
.
Find decision makers
Plan sponsor
Name
SOFINNOVA INVESTMENTS, INC.
EIN
94-3111903
Address
3000 SAND HILL ROAD, BLDG. 4, · SUITE 250 · MENLO PARK, CA · 94025
Phone
(650) 681-8436
Industry
Finance & Insurance
see 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
VALUEACT CAPITAL MANAGEMENT, L.P.
VALUEACT CAPITAL 401(K) RETIREMENT PLAN
$24.6M · 29 participants
TRG FIDUCIARY SERVICES, LLC
FLEXIBLE 401(K) POOLED EMPLOYER PLAN
$24.7M · 744 participants
FINANCIAL RESOURCES GROUP INVEST
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT
$24.5M · 201 participants
MARSICO CAPITAL MANAGEMENT, LLC
MARSICO CAPITAL MANAGEMENT, LLC 401(K) SAVINGS AND RETIREMENT PLAN
$24.5M · 27 participants
MCKINLEY CAPITAL MANAGEMENT, LLC
80
Knocking points off
54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN
$24.8M · 91 participants
VERITAS CAPITAL FUND MANAGEMENT
VERITAS CAPITAL 401K PLAN
$24.4M · 140 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
