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Original filing (PDF)20251014212913NAL0003625649001
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Form 5500
FILING_RECEIVED
ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
537
Accounts w/ balance
713
Plan assets (EOY)
$207.5M
Net assets (EOY)
$207.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEXANDRIA REAL ESTATE EQUITIES, INC..
Plan sponsor
Name
ALEXANDRIA REAL ESTATE EQUITIES, INC.
EIN
95-4502084
Address
26 NORTH EUCLID AVENUE · PASADENA, CA · 91101
Phone
(626) 578-0777
Industry
Real Estatesee all
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
2025-10-14
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | -$187K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FEEMETRI(K)S, LLC DBA FIDUCIARY | 87-1334138 | — | CONSULTANT | $8K | — |
| TRIAD ADVISORS LLC | 65-0173164 | — | ADVISOR | $0 | — |
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | AUDITOR | $14K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GRIP CHARTERED | 52-1219029 | — | ATTORNEY | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 95-3207191 | — | NONE | $12K | — |
Investments
40 direct securities · 2 pooled funds· $206.3M(99% 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
$203.8M
40 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $29.0M | 14.0% | |
| Fidelity Advisor Freedom 2050 Fund Asset Allocation Mutual Fund | — | — | — | $19.3M | 9.3% | |
| Investments * Fidelity Self-Directed Accounts Various | — | — | — | $17.8M | 8.6% | |
| Fidelity Advisor Freedom 2040 Fund Asset Allocation Mutual Fund | — | — | — | $15.8M | 7.6% | |
| American Funds The Growth Fund of America Mutual Fund | — | — | — | $13.3M | 6.4% | |
| Fidelity Advisor Freedom 2055 Fund Asset Allocation Mutual Fund | — | — | — | $11.6M | 5.6% | |
| Fidelity Government Money Market Fund Money Market Mutual Fund | — | — | — | $9.2M | 4.4% | |
| Fidelity Advisor Freedom 2045 Fund Asset Allocation Mutual Fund | — | — | — | $9.0M | 4.3% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $8.4M | 4.1% | |
| Fidelity Advisor Freedom 2030 Fund Asset Allocation Mutual Fund | — | — | — | $7.4M | 3.6% | |
| ClearBridge Appreciation Fund Mutual Fund | — | — | — | $7.2M | 3.4% | |
| Columbia Global Technology Growth Fund Mutual Fund | — | — | — | $7.0M | 3.4% | |
| Fidelity Advisor Freedom 2035 Fund Asset Allocation Mutual Fund | — | — | — | $6.0M | 2.9% | |
| Fidelity Advisor Freedom 2060 Fund Asset Allocation Mutual Fund | — | — | — | $5.1M | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $3.2M | 1.6% | |
| Fidelity Advisor Small Cap Growth Fund Mutual Fund | — | — | — | $3.2M | 1.5% | |
| PGIM Jennison Mid-Cap Growth Fund Mutual Fund | — | — | — | $3.1M | 1.5% | |
| MFS International Intrinsic Value Fund Mutual Fund | — | — | — | $3.1M | 1.5% | |
| Invesco EQV European Equity Fund Mutual Fund | — | — | — | $2.3M | 1.1% | |
| Fidelity Advisor Freedom 2025 Fund Asset Allocation Mutual Fund | — | — | — | $2.2M | 1.1% | |
| MFS Total Return Fund Mutual Fund | — | — | — | $2.2M | 1.1% | |
| BlackRock Health Sciences Opportunities Fund Mutual Fund | — | — | — | $2.2M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.8M | 0.9% | |
| Loomis Sayles Core Plus Bond Fund Mutual Fund | — | — | — | $1.8M | 0.9% | |
| American Funds New World Fund Mutual Fund | — | — | — | $1.7M | 0.8% | |
| Goldman Sachs Small Cap Value Insights Fund Mutual Fund | — | — | — | $1.6M | 0.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| MFS Growth Allocation Fund Mutual Fund | — | — | — | $1.6M | 0.7% | |
| Federated Hermes Short-Intermediate Total Return Bond Fund Mutual Fund | — | — | — | $1.5M | 0.7% | |
| BlackRock High Yield Portfolio Fund Mutual Fund | — | — | — | $1.3M | 0.6% | |
| MFS Utilities Fund Mutual Fund | — | — | — | $991K | 0.5% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $914K | 0.4% | |
| Fidelity Advisor Freedom 2020 Fund Asset Allocation Mutual Fund | — | — | — | $859K | 0.4% | |
| Fidelity Advisor Freedom Income Fund Asset Allocation Mutual Fund | — | — | — | $818K | 0.4% | |
| Fidelity Advisor Freedom 2065 Fund Asset Allocation Mutual Fund | — | — | — | $699K | 0.3% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $461K | 0.2% | |
| Eaton Vance Floating - Rate Fund Mutual Fund | — | — | — | $339K | 0.2% | |
| BlackRock Natural Resources Fund Mutual Fund | — | — | — | $300K | 0.1% | |
| First Eagle Gold Fund Mutual Fund | — | — | — | $253K | 0.1% | |
| MFS Conservative Allocation Fund Mutual Fund | — | — | — | $211K | 0.1% | |
| Fidelity Advisor Freedom 2010 Fund Asset Allocation Mutual Fund | — | — | — | $21K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Asset Allocation Mutual Fund | — | — | — | $14K | <0.1% |