How big is Enterprisedb Corporation's plan?

Enterprisedb Corporation's plan reported $26.9M in assets and 292 participants for 2024.

Original filing (PDF)20251009150734NAL0011212224001

Enterprisedb Corporation

Name: Enterprisedb Corporation — Enterprisedb Corporation, Form 5500 (2024)
Creator: Enterprisedb Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Enterprisedb Corporation 401(k) Plan

401(k) retirement plan · Enterprisedb Corporation's Enterprisedb Corporation 401(k) Plan held $26.9M in plan assets for 292 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

292

Accounts w/ balance

479

Plan assets (EOY)

$26.9M

Net assets (EOY)

$26.9M

People on this filing

Grace Hodges signed Enterprisedb Corporation's 2024 Form 5500 as plan administrator.

Grace Hodges — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Enterprisedb Corporation's EIN is 20-2273432.

EIN 20-2273432

Plan number 001

Plan year 2024

ACK ID 20251009150734NAL0011212224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Enterprisedb Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Enterprisedb Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENTERPRISEDB CORPORATION.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1012K (16% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ENTERPRISEDB CORPORATION

EIN

all filings

Address

34 CROSBY DRIVE · SUITE 201 · BEDFORD, MA · 01730

Phone

(781) 357-3209

Industry

Software Publishers· Information / Tech / Media

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

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Other securities

$14.0M

14 holdings

Mutual Funds

$8.9M

15 holdings

Common Collective Trusts

$3.7M

7 holdings

U.S. Treasuries

$247K

2 holdings

					% of plan
Fidelity Blue Chip Growth Fund Mutual fund n/a	Mutual Funds	—	—	$6.3M	23.5%
State Street Target Retirement 2040 Fund - Class K Mutual fund n/a	Other securities	—	—	$2.9M	10.7%
State Street Target Retirement 2035 Fund - Class K Mutual fund n/a	Other securities	—	—	$2.8M	10.4%
State Street Target Retirement 2045 Fund - Class K Mutual fund n/a	Other securities	—	—	$1.9M	7.1%
State Street Target Retirement 2055 Fund - Class K Mutual fund n/a	Other securities	—	—	$1.7M	6.1%
Fidelity Total Market Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$1.6M	5.9%
State Street Target Retirement 2030 Fund - Class K Mutual fund n/a	Other securities	—	—	$1.3M	4.9%
Fidelity 500 Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$1.3M	4.7%
State Street Target Retirement 2050 Fund - Class K Mutual fund n/a	Other securities	—	—	$1.1M	4.0%
State Street Target Retirement 2025 Fund - Class K Mutual fund n/a	Other securities	—	—	$955K	3.6%
State Street Target Retirement 2060 Fund - Class K Mutual fund n/a	Other securities	—	—	$559K	2.1%
Fidelity Extended Market Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$465K	1.7%
DFA U.S. Targeted Value Portfolio Instutional Class Mutual fund n/a	Mutual Funds	—	—	$452K	1.7%
DFA U.S. Large Cap Value Portfolio Institutional Class Mutual fund n/a	Mutual Funds	—	—	$399K	1.5%
State Street Target Retirement 2065 Fund Class K Mutual fund n/a	Other securities	—	—	$373K	1.4%
Vanguard Money Market Reserves Federal Money Market Fund Mutual fund n/a	Mutual Funds	—	—	$371K	1.4%
Fidelity International Capital Appreciation Fund Mutual fund n/a	Mutual Funds	—	—	$355K	1.3%
Fidelity Value Fund Mutual fund n/a	Mutual Funds	—	—	$353K	1.3%
Fidelity Puritan Fund Mutual fund n/a	Mutual Funds	—	—	$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-	U.S. Treasuries	—	—	$241K	0.9%
State Street Target Retirement 2020 Fund - Class K Mutual fund n/a	Other securities	—	—	$203K	0.8%
State Street Target Retirement Fund - Class K Mutual fund n/a	Other securities	—	—	$200K	0.7%
Fidelity Investment Grade Bond Fund Mutual fund n/a	Mutual Funds	—	—	$169K	0.6%
Fidelity International Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$127K	0.5%
DFA Real Estate Securities Portfolio Mutual fund n/a	Mutual Funds	—	—	$123K	0.5%
Fidelity U.S. Bond Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$118K	0.4%
Fidelity Small Cap Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$84K	0.3%
Fidelity Growth Strategies Fund Mutual fund n/a	Mutual Funds	—	—	$66K	0.2%
Carillon Eagle Mid Cap Growth R6 Mutual fund n/a	Other securities	—	—	$41K	0.2%
Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual fund n/a	Mutual Funds	—	—	$33K	0.1%
DFA International Value Portfolio Institutional Class Mutual fund n/a	Mutual Funds	—	—	$32K	0.1%
Blackrock High Yield Fund Class K Mutual fund n/a	Other securities	—	—	$18K	<0.1%
Fidelity Emerging Markets Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$16K	<0.1%
Janus Henderson Triton Fund Class N Mutual fund n/a	Mutual Funds	—	—	$10K	<0.1%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund n/a	U.S. Treasuries	—	—	$6K	<0.1%
American Funds New World Fund Class R6 Mutual fund n/a	Mutual Funds	—	—	$4K	<0.1%
Victory Trivalent International Small-Cap Fund Class R6 Mutual fund n/a	Other securities	—	—	$3K	<0.1%
DFA Inflation Protected Securities Fund Mutual fund n/a	Mutual Funds	—	—	$1K	<0.1%