Original filing (PDF)20250915132818NAL0000745603001

LOOKOUT, INC.

Name: LOOKOUT, INC. — LOOKOUT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LOOKOUT, INC.

Form 5500

FILING_RECEIVED

LOOKOUT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

197

Accounts w/ balance

398

Plan assets (EOY)

$38.7M

Net assets (EOY)

$38.7M

How this plan invests

This plan

37 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 (12 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOOKOUT, INC..

Plan sponsor

Name

LOOKOUT, INC.

EIN

02-0737613

Address

2750 N 1ST ST · STE. 200 · SAN JOES, CA · 95131

Phone

(415) 964-5627

Industry

Information / Tech / Mediasee 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

2025-09-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

SILICON VALLEY ACCOUNTANCY CORP.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Investments

37 direct securities· $38.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2035 Target Date Retirement Fund Mutual Fund	—	—	—	$6.5M	16.8%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$5.8M	15.0%
American Funds 2045 Target Date Retirement Fund Mutual Fund	—	—	—	$4.2M	11.0%
American Funds 2055 Target Date Retirement Fund Mutual Fund	—	—	—	$3.4M	8.7%
Vanguard Growth Index Fund Mutual Fund	—	—	—	$2.9M	7.4%
American Funds 2050 Target Date Retirement Fund Mutual Fund	—	—	—	$2.2M	5.8%
American Funds 2025 Target Date Retirement Fund Mutual Fund	—	—	—	$2.1M	5.5%
American Funds 2040 Target Date Retirement Fund Mutual Fund	—	—	—	$2.1M	5.5%
Fidelity Select Technology Portfolio Mutual Fund	—	—	—	$1.9M	4.9%
Vanguard International Growth Fund Mutual Fund	—	—	—	$1.1M	2.8%
American Funds 2030 Target Date Retirement Fund Mutual Fund	—	—	—	$931K	2.4%
Vanguard Small-Cap Index Fund Mutual Fund	—	—	—	$870K	2.2%
Vanguard Mid-Cap Index Fund Mutual Fund	—	—	—	$846K	2.2%
Dodge & Cox Stock Fund Mutual Fund	—	—	—	$459K	1.2%
American Funds New Perspective Fund Mutual Fund	—	—	—	$368K	1.0%
Vanguard Short-Term Bond Index Fund Mutual Fund	—	—	—	$334K	0.9%
Calvert US Large Cap Core Responsible Index Fund Mutual Fund	—	—	—	$291K	0.8%
Fidelity Select Utilities Portfolio Mutual Fund	—	—	—	$289K	0.7%
American Funds 2060 Target Date Retirement Fund Mutual Fund	—	—	—	$246K	0.6%
participants	—	—	—	$244K	0.6%
Vanguard Energy Index Fund Mutual Fund	—	—	—	$213K	0.6%
Vanguard Real Estate Index Fund Mutual Fund	—	—	—	$175K	0.5%
Vanguard Intermediate-Term Bond Index Fund Mutual Fund	—	—	—	$144K	0.4%
American Funds 2015 Target Date Retirement Fund Mutual Fund	—	—	—	$143K	0.4%
Vanguard Emerging Markets Stock Index Fund Mutual Fund	—	—	—	$133K	0.3%
Fidelity International Bond Index Fund Mutual Fund	—	—	—	$118K	0.3%
DFA US Targeted Value Portfolio Mutual Fund	—	—	—	$112K	0.3%
Fidelity Treasury Only Money Market Fund Mutual Fund	—	—	—	$100K	0.3%
American Funds New World Fund Mutual Fund	—	—	—	$96K	0.2%
Invesco Gold & Special Minerals Fund Mutual Fund	—	—	—	$87K	0.2%
Lord Abbett Short Duration Income Fund Mutual Fund	—	—	—	$66K	0.2%
American Funds 2020 Target Date Retirement Fund Mutual Fund	—	—	—	$50K	0.1%
American Funds 2065 Target Date Retirement Fund Mutual Fund	—	—	—	$50K	0.1%
Carillon Eagle Mid Cap Growth Fund Mutual Fund	—	—	—	$33K	<0.1%
Janus Henderson Triton Fund Mutual Fund	—	—	—	$31K	<0.1%
American Century Mid Cap Value Fund Mutual Fund	—	—	—	$23K	<0.1%
American Funds 2010 Target Date Retirement Fund Mutual Fund	—	—	—	$4K	<0.1%