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Original filing (PDF)20251014141855NAL0001490547001
SQUARESPACE, INC.
Form 5500
FILING_RECEIVED
SQUARESPACE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,365
Accounts w/ balance
1,834
Plan assets (EOY)
$187.2M
Net assets (EOY)
$187.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SQUARESPACE, INC..
Plan sponsor
Name
SQUARESPACE, INC.
EIN
20-0375811
Address
225 VARICK STREET · 12TH FLOOR · NEW YORK, NY · 10014
Phone
(646) 693-5315
Industry
Professional & Technical Servicessee 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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $146K | — |
Investments
39 direct securities · 1 pooled fund· $187.7M(100% 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
$149.7M
38 holdings
Mutual Funds
$37.5M
1 holding
Common Collective Trust
$571K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date 2055 R6 N/R | Mutual Funds | — | — | $37.5M | 20.0% | |
| American Funds American Funds Target Date 2050 R6 N/R | — | — | — | $29.4M | 15.7% | |
| Fidelity 500 Index Fund N/R | — | — | — | $27.0M | 14.4% | |
| American Funds American Funds Target Date 2045 R6 N/R | — | — | — | $15.9M | 8.5% | |
| American Funds American Funds Target Date 2060 R6 N/R | — | — | — | $12.6M | 6.7% | |
| Fidelity Total Market Index Fund N/R | — | — | — | $12.5M | 6.7% | |
| American Funds American Funds Target Date 2040 R6 N/R | — | — | — | $8.5M | 4.5% | |
| Vanguard Information Technology Index Admiral N/R | — | — | — | $6.6M | 3.5% | |
| Fidelity Large Cap Growth Index Fund N/R | — | — | — | $5.7M | 3.0% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $3.5M | 1.9% | |
| Fidelity International Index Fund N/R | — | — | — | $3.2M | 1.7% | |
| American Funds American Funds Target Date 2035 R6 N/R | — | — | — | $3.0M | 1.6% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $2.5M | 1.3% | |
| American Funds American Funds Target Date 2065 R6 N/R | — | — | — | $1.9M | 1.0% | |
| Fidelity US Bond Index Fund N/R | — | — | — | $1.8M | 1.0% | |
| Money Market Mutual Funds * Fidelity Government Money Market Fund N/R | — | — | — | $1.7M | 0.9% | |
| American Funds American Funds Target Date 2030 R6 N/R | — | — | — | $1.4M | 0.8% | |
| Parnassus Core Equity IS N/R | — | — | — | $1.2M | 0.6% | |
| Fidelity Emerging Markets Index Fund N/R | — | — | — | $1.2M | 0.6% | |
| Participant Loans to participants, with interest rates ranging $0 | — | — | — | $1.1M | 0.6% | |
| Victory Sycamore Established Value R6 Fund N/R | — | — | — | $1.1M | 0.6% | |
| American Funds American Funds New Perspective R6 Fund N/R | — | — | — | $943K | 0.5% | |
| Janus Henderson Janus Henderson Triton Fund Class N N/R | — | — | — | $856K | 0.5% | |
| American Funds American Funds American Mutual R6 Fund N/R | — | — | — | $845K | 0.5% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 Fund N/R | — | — | — | $655K | 0.4% | |
| American Funds American Funds Balanced R6 Fund N/R | — | — | — | $645K | 0.3% | |
| BlackRock High Yield Bond Portfolio Class K N/R | — | — | — | $605K | 0.3% | |
| Common Collective Trust Cohen & Steers Cohen & Steers US Reality Fund Class P N/R | — | — | — | $571K | 0.3% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $571K | 0.3% | |
| DFA US Targeted Value Portfolio Institutional Class N/R | — | — | — | $526K | 0.3% | |
| PGIM Total Return Bond R6 N/R | — | — | — | $406K | 0.2% | |
| American Funds American Funds Target Date 2020 R6 N/R | — | — | — | $367K | 0.2% | |
| American Funds American Funds EuroPacific Growth R6 N/R | — | — | — | $344K | 0.2% | |
| JP Morgan JP Morgan International Equity R6 Fund N/R | — | — | — | $314K | 0.2% | |
| American Funds American Funds Target Date 2025 R6 N/R | — | — | — | $254K | 0.1% | |
| Vanguard Total International Bond Index Fund N/R | — | — | — | $243K | 0.1% | |
| American Century American Century Government Bond R5 Fund N/R | — | — | — | $148K | <0.1% | |
| PIMCO Real Return Institutional N/R | — | — | — | $63K | <0.1% | |
| American Funds American Funds Target Date 2010 R6 N/R | — | — | — | $13K | <0.1% | |
| American Funds American Funds Target Date 2015 R6 N/R | — | — | — | $5K | <0.1% |