How big is Pubmatic, Inc.'s plan?

Pubmatic, Inc.'s plan reported $38.9M in assets and 321 participants for 2024.

Original filing (PDF)20250804165645NAL0003941458001

Pubmatic, Inc.

Name: Pubmatic, Inc. — Pubmatic, Inc. Retirement Trust, Form 5500 (2024)
Creator: Pubmatic, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pubmatic, Inc. Retirement Trust

401(k) retirement plan · Pubmatic, Inc.'s Pubmatic, Inc. Retirement Trust held $38.9M in plan assets for 321 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

321

Accounts w/ balance

387

Plan assets (EOY)

$38.9M

Net assets (EOY)

$38.9M

People on this filing

LISA Gimbel signed Pubmatic, Inc.'s 2024 Form 5500 as plan administrator.

LISA Gimbel — 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

Pubmatic, Inc.'s EIN is 20-5863224.

EIN 20-5863224

Plan number 001

Plan year 2024

ACK ID 20250804165645NAL0003941458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

PUBMATIC, INC.

EIN

all filings

Address

601 MARSHALL ST 4TH FLOOR · REDWOOD CITY, CA · 94063

Phone

(650) 331-3485

Industry

Data Processing, Hosting· 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

2025-08-04

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$869	—

Investments

36 direct securities· $30.5M(78% of reported assets)

Other securities

$21.3M

18 holdings

Common Collective Trusts

$6.4M

8 holdings

Mutual Funds

$2.8M

10 holdings

					% of plan
T. Rowe Price Retirement 2055 Fund Mutual Fund	Other securities	—	—	$5.7M	14.6%
T. Rowe Price Retirement 2050 Fund Mutual Fund	Other securities	—	—	$4.9M	12.5%
T. Rowe Price Retirement 2045 Fund Mutual Fund	Other securities	—	—	$4.2M	10.8%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.6M	6.6%
T. Rowe Price Retirement 2040 Fund Mutual Fund	Other securities	—	—	$2.0M	5.1%
T. Rowe Price Retirement 2035 Fund Mutual Fund	Other securities	—	—	$1.7M	4.3%
T. Rowe Price Retirement 2030 Fund Mutual Fund	Other securities	—	—	$1.1M	2.9%
Vanguard FTSE Social Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1.1M	2.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	2.6%
Money market fund * Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$670K	1.7%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$641K	1.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$554K	1.4%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$510K	1.3%
Calvert Social Index Fund I Mutual Fund	Common Collective Trusts	—	—	$492K	1.3%
T. Rowe Price Retirement 2025 Fund Mutual Fund	Other securities	—	—	$420K	1.1%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$356K	0.9%
T. Rowe Price Value Mutual Fund	Other securities	—	—	$334K	0.9%
Victory Sycamore Established Value Fund Class A Mutual Fund	Other securities	—	—	$295K	0.8%
Cohen & Steers Realty Shares Fund Class L Mutual Fund	Other securities	—	—	$232K	0.6%
Fidelity Stock Selector Small Cap Fund Mutual Fund	Mutual Funds	—	—	$230K	0.6%
JPMorgan Emerging Markets Equity Fund Institutional Class Mutual Fund	Other securities	—	—	$219K	0.6%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$204K	0.5%
Janus Henderson Enterprise Fund Class I Mutual Fund	Mutual Funds	—	—	$184K	0.5%
American Funds EuroPacific Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$174K	0.4%
Fidelity Short Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$152K	0.4%
Dodge & Cox International Stock Fund Mutual Fund	Mutual Funds	—	—	$147K	0.4%
BlackRock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$143K	0.4%
Putnam Small Cap Growth Fund Class Y Mutual Fund	Mutual Funds	—	—	$115K	0.3%
American Funds Income Fund of America R6 Mutual Fund	Mutual Funds	—	—	$77K	0.2%
T. Rowe Price Retirement 2020 Fund Mutual Fund	Other securities	—	—	$45K	0.1%
PIMCO Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$31K	<0.1%
Voya Intermediate Bond Fund Class I Mutual Fund	Other securities	—	—	$22K	<0.1%
T. Rowe Price Retirement Balanced Fund Mutual Fund	Other securities	—	—	$17K	<0.1%
T. Rowe Price Retirement 2015 Fund Mutual Fund	Other securities	—	—	$9K	<0.1%
T. Rowe Price Retirement 2005 Fund Mutual Fund	Other securities	—	—	$2K	<0.1%
T. Rowe Price Retirement 2010 Fund Mutual Fund	Other securities	—	—	$1K	<0.1%