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Original filing (PDF)20250926141305NAL0010964304001
BAZAARVOICE, INC.
Form 5500
FILING_RECEIVED
BAZAARVOICE 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
866
Accounts w/ balance
1,407
Plan assets (EOY)
$98.6M
Net assets (EOY)
$98.6M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAZAARVOICE, INC..
Plan sponsor
Name
BAZAARVOICE, INC.
EIN
20-2908277
Address
10901 STONELAKE BLVD · AUSTIN, TX · 78759
Phone
(512) 551-6000
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
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities· $98.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $15.6M | 15.9% | |
| Fidelity Freedom 2055 K6 Mutual fund | — | — | — | $12.0M | 12.2% | |
| Fidelity Freedom 2050 K6 Mutual fund | — | — | — | $9.3M | 9.4% | |
| Fidelity Freedom 2045 K6 Mutual fund | — | — | — | $7.6M | 7.7% | |
| Fidelity Contrafund Mutual fund | — | — | — | $6.9M | 7.0% | |
| Fidelity Freedom 2060 K6 Mutual fund | — | — | — | $5.5M | 5.6% | |
| JPMorgan US Equity Fund Class R5 Mutual fund | — | — | — | $3.9M | 3.9% | |
| Fidelity Freedom 2035 K6 Mutual fund | — | — | — | $3.7M | 3.7% | |
| Fidelity Freedom 2040 K6 Mutual fund | — | — | — | $3.6M | 3.7% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $3.1M | 3.1% | |
| Fideltiy International Capital Appreciation Mutual fund | — | — | — | $3.0M | 3.1% | |
| AF American Mutual R5 Mutual fund | — | — | — | $2.8M | 2.8% | |
| Fidelity Extd Market Index Mutual fund | — | — | — | $2.6M | 2.6% | |
| Fidelity Intl Index Mutual fund | — | — | — | $2.6M | 2.6% | |
| Janus Enterprise Mutual fund | — | — | — | $2.3M | 2.3% | |
| Fidelity Govt Money Market Money market fund | — | — | — | $2.2M | 2.2% | |
| Victory S Estb Val A Mutual fund | — | — | — | $2.0M | 2.0% | |
| Fidelity Freedom 2030 K6 Mutual fund | — | — | — | $1.7M | 1.8% | |
| Janus Triton T Fund Mutual fund | — | — | — | $1.1M | 1.1% | |
| Fidelity Balanced Mutual fund | — | — | — | $850K | 0.9% | |
| Fidelity Emerging Mkts K Mutual fund | — | — | — | $841K | 0.9% | |
| Fidelity Freedom 2025 K6 Mutual fund | — | — | — | $795K | 0.8% | |
| ABF Small Cap Value R5 Mutual fund | — | — | — | $728K | 0.7% | |
| Northern Smallcap Core Mutual fund | — | — | — | $725K | 0.7% | |
| With varying maturity dates through 2031 and interest rates ranging from * Notes receivable from participants 5.25% - 10.50% | — | — | — | $691K | 0.7% | |
| Fidelity Freedom 2065 K6 Mutual fund | — | — | — | $613K | 0.6% | |
| Fidelity Infl-Prtctd Bond Index Fund - Prem Clas Mutual fund | — | — | — | $555K | 0.6% | |
| Fidelity Freedom 2010 K6 Mutual fund ** 560 * Fidelity Freedom 2015 K6 Mutual fund | — | — | — | $436K | 0.4% | |
| Fidelity Freedom 2020 K6 Mutual fund | — | — | — | $392K | 0.4% | |
| Baird Short Term Bond Fund Investor Class Mutual fund | — | — | — | $329K | 0.3% | |
| Fidelity Freedom Income K6 Mutual fund | — | — | — | $18K | <0.1% |