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Original filing (PDF)20251015120252NAL0002370579001
MOZILLA CORPORATION
Form 5500
FILING_RECEIVED
MOZILLA CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
624
Accounts w/ balance
1,170
Plan assets (EOY)
$217.2M
Net assets (EOY)
$217.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOZILLA CORPORATION.
Plan sponsor
Name
MOZILLA CORPORATION
EIN
20-3226186
Address
149 NEW MONTGOMERY STREET · 4TH FLOOR · SAN FRANCISCO, CA · 94105
Phone
(650) 903-0800
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOOD & STRONG
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 | $62K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $47K | — |
Investments
29 direct securities · 3 pooled funds· $217.2M(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
$215.7M
29 holdings
Common Collective Trust
$1.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $42.8M | 19.7% | |
| Fidelity Freedom 2050 IPR Mutual Fund | — | — | — | $24.7M | 11.4% | |
| Fidelity Freedom 2045 IPR Mutual Fund | — | — | — | $18.8M | 8.7% | |
| Fidelity Freedom 2040 IPR Mutual Fund | — | — | — | $17.4M | 8.0% | |
| Fidelity Freedom 2055 IPR Mutual Fund | — | — | — | $15.3M | 7.1% | |
| Fidelity Freedom 2035 IPR Mutual Fund | — | — | — | $12.3M | 5.7% | |
| Self Directed Brokerage Link account Mutual Funds/Common Stock/Cash | — | — | — | $11.9M | 5.5% | |
| Putnam Growth Opportunities Fund Class R6 Mutual Fund | — | — | — | $9.7M | 4.5% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $8.9M | 4.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $6.7M | 3.1% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $6.5M | 3.0% | |
| T. Rowe Price Diversified Mid-Cap Growth Fund I Mutual Fund | — | — | — | $6.4M | 2.9% | |
| Fidelity Freedom 2060 IPR Mutual Fund | — | — | — | $5.6M | 2.6% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $4.7M | 2.1% | |
| Fidelity Government Money Market Fund Premium Class Money Market | — | — | — | $4.2M | 1.9% | |
| Fidelity Emerging Markets Fund Class K Mutual Fund | — | — | — | $3.3M | 1.5% | |
| PIF Small Cap R6 Mutual Fund | — | — | — | $3.0M | 1.4% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $2.6M | 1.2% | |
| Fidelity Freedom 2030 IPR Mutual Fund | — | — | — | $2.2M | 1.0% | |
| Victory Government Securities R6 Mutual Fund | — | — | — | $2.2M | 1.0% | |
| Fidelity Freedom 2020 IPR Mutual Fund | — | — | — | $2.1M | 1.0% | |
| Fidelity Freedom 2065 IPR Mutual Fund | — | — | — | $1.2M | 0.6% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $1.1M | 0.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| Fidelity Freedom 2025 IPR Mutual Fund | — | — | — | $1.0M | 0.5% | |
| Notes Receivable from Participants 4.25 - 9.50% | — | — | — | $624K | 0.3% | |
| GS STABLE VALUE PR 1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $365K | 0.2% | |
| DFA Inflation-Protected Securities Mutual Fund | — | — | — | $187K | <0.1% | |
| Fidelity Freedom Index Income Fund Investor Class Mutual Fund | — | — | — | $160K | <0.1% | |
| Fidelity Freedom 2010 IPR Mutual Fund | — | — | — | $107K | <0.1% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $73K | <0.1% | |
| Fidelity Freedom 2015 IPR Mutual Fund | — | — | — | $43K | <0.1% |
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