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Original filing (PDF)20250731133249NAL0008596016001
DEMANDBASE, INC.
Form 5500
FILING_RECEIVED
DEMANDBASE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
483
Accounts w/ balance
632
Plan assets (EOY)
$43.8M
Net assets (EOY)
$43.8M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 DEMANDBASE, INC..
Plan sponsor
Name
DEMANDBASE, INC.
EIN
20-2933200
Address
680 FOLSOM · SUITE 400 · SAN FRANCISCO, CA · 94107
Phone
(415) 377-5585
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $53K | — |
Investments
33 direct securities· $43.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $6.4M | 14.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $5.7M | 13.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $5.2M | 11.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $3.8M | 8.8% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $3.0M | 6.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $2.7M | 6.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $2.4M | 5.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $2.3M | 5.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $2.0M | 4.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $1.6M | 3.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.0M | 2.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $775K | 1.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $748K | 1.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $637K | 1.5% | |
| Money market fund * Vanguard Cash Reserves Federal MM Fund Admiral Shares Money Market Fund | — | — | — | $627K | 1.4% | |
| Victory Sycamore Established Value Fund; Class I Mutual Fund | — | — | — | $456K | 1.0% | |
| AMG Yacktman Fund; Class I Mutual Fund | — | — | — | $367K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund; Class R6 Mutual Fund | — | — | — | $328K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $297K | 0.7% | |
| Dodge & Cox Stock Fund; Class X Mutual Fund | — | — | — | $292K | 0.7% | |
| American Century Small Cap Growth Fund; R6 Class Mutual Fund | — | — | — | $288K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $286K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $273K | 0.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $270K | 0.6% | |
| DFA US Targeted Value Portfolio Mutual Fund | — | — | — | $231K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Fund: Adm Shr Mutual Fund | — | — | — | $194K | 0.4% | |
| Blackrock Global Allocation Fund; Institutional Class Mutual Fund | — | — | — | $142K | 0.3% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $131K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $39K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $26K | <0.1% | |
| American Funds Inflation Linked Bond Fund; R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| American Funds New World Fund; Class R6 Mutual Fund | — | — | — | $13K | <0.1% |
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