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Original filing (PDF)20251009150734NAL0011212224001
ENTERPRISEDB CORPORATION
Form 5500
FILING_RECEIVED
ENTERPRISEDB CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
292
Accounts w/ balance
479
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
38 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENTERPRISEDB CORPORATION.
Plan sponsor
Name
ENTERPRISEDB CORPORATION
EIN
20-2273432
Address
34 CROSBY DRIVE · SUITE 201 · BEDFORD, MA · 01730
Phone
(781) 357-3209
Industry
Software Publishers· 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON O CONNOR FERON&CARUCCI 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 | $29K | — |
Investments
38 direct securities· $26.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual fund n/a | — | — | — | $6.3M | 23.5% | |
| State Street Target Retirement 2040 Fund - Class K Mutual fund n/a | — | — | — | $2.9M | 10.7% | |
| State Street Target Retirement 2035 Fund - Class K Mutual fund n/a | — | — | — | $2.8M | 10.4% | |
| State Street Target Retirement 2045 Fund - Class K Mutual fund n/a | — | — | — | $1.9M | 7.1% | |
| State Street Target Retirement 2055 Fund - Class K Mutual fund n/a | — | — | — | $1.7M | 6.1% | |
| Fidelity Total Market Index Fund Mutual fund n/a | — | — | — | $1.6M | 5.9% | |
| State Street Target Retirement 2030 Fund - Class K Mutual fund n/a | — | — | — | $1.3M | 4.9% | |
| Fidelity 500 Index Fund Mutual fund n/a | — | — | — | $1.3M | 4.7% | |
| State Street Target Retirement 2050 Fund - Class K Mutual fund n/a | — | — | — | $1.1M | 4.0% | |
| State Street Target Retirement 2025 Fund - Class K Mutual fund n/a | — | — | — | $955K | 3.6% | |
| State Street Target Retirement 2060 Fund - Class K Mutual fund n/a | — | — | — | $559K | 2.1% | |
| Fidelity Extended Market Index Fund Mutual fund n/a | — | — | — | $465K | 1.7% | |
| DFA U.S. Targeted Value Portfolio Instutional Class Mutual fund n/a | — | — | — | $452K | 1.7% | |
| DFA U.S. Large Cap Value Portfolio Institutional Class Mutual fund n/a | — | — | — | $399K | 1.5% | |
| State Street Target Retirement 2065 Fund Class K Mutual fund n/a | — | — | — | $373K | 1.4% | |
| Vanguard Money Market Reserves Federal Money Market Fund Mutual fund n/a | — | — | — | $371K | 1.4% | |
| Fidelity International Capital Appreciation Fund Mutual fund n/a | — | — | — | $355K | 1.3% | |
| Fidelity Value Fund Mutual fund n/a | — | — | — | $353K | 1.3% | |
| Fidelity Puritan Fund Mutual fund n/a | — | — | — | $266K | 1.0% | |
| Vanguard FTSE All-World ex-US Small Capital Index Fund Admiral Shares Mutual fund n/a ** 442 * Fidelity Long Term Treasury Bond Index Fund Mutual fund n/a ** 286 * Participant Loans Participant loans varies 9.25% n/a -0- | — | — | — | $241K | 0.9% | |
| State Street Target Retirement 2020 Fund - Class K Mutual fund n/a | — | — | — | $203K | 0.8% | |
| State Street Target Retirement Fund - Class K Mutual fund n/a | — | — | — | $200K | 0.7% | |
| Fidelity Investment Grade Bond Fund Mutual fund n/a | — | — | — | $169K | 0.6% | |
| Fidelity International Index Fund Mutual fund n/a | — | — | — | $127K | 0.5% | |
| DFA Real Estate Securities Portfolio Mutual fund n/a | — | — | — | $123K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual fund n/a | — | — | — | $118K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual fund n/a | — | — | — | $84K | 0.3% | |
| Fidelity Growth Strategies Fund Mutual fund n/a | — | — | — | $66K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Mutual fund n/a | — | — | — | $41K | 0.2% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual fund n/a | — | — | — | $33K | 0.1% | |
| DFA International Value Portfolio Institutional Class Mutual fund n/a | — | — | — | $32K | 0.1% | |
| Blackrock High Yield Fund Class K Mutual fund n/a | — | — | — | $18K | <0.1% | |
| Fidelity Emerging Markets Index Fund Mutual fund n/a | — | — | — | $16K | <0.1% | |
| Janus Henderson Triton Fund Class N Mutual fund n/a | — | — | — | $10K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund n/a | — | — | — | $6K | <0.1% | |
| American Funds New World Fund Class R6 Mutual fund n/a | — | — | — | $4K | <0.1% | |
| Victory Trivalent International Small-Cap Fund Class R6 Mutual fund n/a | — | — | — | $3K | <0.1% | |
| DFA Inflation Protected Securities Fund Mutual fund n/a | — | — | — | $1K | <0.1% |
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