Filings through Oct 24, 2026.

Karius, Inc. 401(k) Plan

Name: KARIUS, INC. - KARIUS, INC. 401(K) PLAN (2025) Form 5500
Creator: KARIUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KARIUS, INC. 401(K) PLAN, KARIUS, INC.

Karius, Inc.EIN 47-1779950Plan #001PY 2025

975 ISLAND DRIVE, SUITE 101 - REDWOOD CITY, CA 94065650-409-5007kariusdx.comLinkedIn51-200 employeesbiotechnology

How to read this page

Prospect flags

2 of 17 flags tripped on the 2025 filing.

How flags work

Compliance
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Schedule H, line 4a
Opportunity
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Schedule H, line 2a(1)(A)

Total assets (EOY)

$16.7M

+32.2% from 2024

Total participants

268

0.0% from 2024

Average account balance

$68,607

+31.7% from 2024

Annual return

21.69%

-9.86 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 6,114 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 100-249
Cohort: 6,114 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Middle 50% of peers
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Plan history

Showing the 2025 filing, 1 of 8 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $16,740,223
Participants: 268
Contributions: $2,979,389
Annual return: 21.69%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

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Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$1K in admin expenses, $4 per participant (all participants, line 6f).

Schedule H, line 2i

Other / not subdivided$950 (93%)
Recordkeeping$75 (7%)

Admin expense ratio

0.006%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

1 fund of $250K or more; 2 lines in all, holding $2.3M of the plan's $16.7M. Recordkeeper: not identified.

2025 filing, Schedule H, line 4i

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds90%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.0M	90.3%
Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market	Vanguard	Money market	$219K	9.7%

What changed since 2024

No lineup changes between the 2024 and 2025 filings.

Stable value and insurance contract lines, renames and class changes are not counted.

Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Schedule C

This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: BAKER TILLY US, LLP
Auditor EIN: 30-1413443
Audit fees: $0
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

8 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2R2S2T3D

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.0M

90.3%

Vanguard Federal Money Market Fund Investor Shares

Vanguard · Money market

$219K

9.7%

Karius, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

What changed since 2024

Providers

Service providers

Audit opinion

Plan design

Plan features

Karius, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

What changed since 2024

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Karius, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

What changed since 2024

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Karius, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

What changed since 2024

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion