Original filing (PDF)20251013113857NAL0001852000001

STRAVA, INC.

Name: STRAVA, INC. — STRAVA, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: STRAVA, INC.

Form 5500

FILING_RECEIVED

STRAVA, INC. RETIREMENT TRUST

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

331

Accounts w/ balance

452

Plan assets (EOY)

$38.1M

Net assets (EOY)

$38.1M

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 (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (1 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRAVA, INC..

Plan sponsor

Name

STRAVA, INC.

EIN

20-8725248

Address

181 FREMONT ST., FLOOR 27 · SAN FRANCISCO, CA · 94105

Phone

(628) 600-3660

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

2025-10-13

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

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$6K	—

Investments

36 direct securities· $38.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard 500 Index Fund Admiral Class Mutual fund	—	—	—	$6.4M	16.9%
T. Rowe Price Retirement 2040 Fund Mutual fund	—	—	—	$5.3M	13.8%
T. Rowe Price Retirement 2060 Fund Mutual fund	—	—	—	$5.3M	13.8%
T. Rowe Price Retirement 2050 Fund Mutual fund	—	—	—	$4.6M	12.0%
T. Rowe Price Retirement 2055 Fund Mutual fund	—	—	—	$2.8M	7.2%
Vanguard Total Stock Market Index Fund Admiral Class Mutual fund	—	—	—	$2.5M	6.5%
Fidelity Large Cap Growth Index Fund Mutual fund	—	—	—	$1.9M	5.1%
JPMorgan International Equity Fund R6 Mutual fund	—	—	—	$1.1M	2.9%
T. Rowe Price Retirement 2045 Fund Mutual fund	—	—	—	$908K	2.4%
Vanguard Balanced Index Fund Admiral Class Mutual fund	—	—	—	$865K	2.3%
T. Rowe Price Retirement 2035 Fund Mutual fund	—	—	—	$692K	1.8%
Vanguard Small Cap Value Index Fund Admiral Class Mutual fund	—	—	—	$677K	1.8%
Vanguard Small Cap Index Fund Admiral Class Mutual fund	—	—	—	$574K	1.5%
T. Rowe Price Value Fund Mutual fund	—	—	—	$574K	1.5%
Vanguard Developed Markets Index Fund Admiral Class Mutual fund	—	—	—	$529K	1.4%
TIAA-CREF Social Choice Bond Fund Mutual fund	—	—	—	$517K	1.4%
Carillon Eagle Mid Cap Growth Fund R6 Mutual fund	—	—	—	$411K	1.1%
Standard Insurance Company Stable Asset Fund Class D Guaranteed investment contract	—	—	—	$367K	1.0%
Vanguard Mid Cap Index Fund Admiral Class Mutual fund	—	—	—	$307K	0.8%
Fidelity Balanced Fund Mutual fund	—	—	—	$306K	0.8%
T. Rowe Price Retirement 2030 Fund Mutual fund	—	—	—	$273K	0.7%
American Century Mid Cap Value Fund R6 Mutual fund	—	—	—	$232K	0.6%
American Funds EuroPacific Growth Fund R6 Mutual fund	—	—	—	$231K	0.6%
maturing at various dates, secured by participant account balance	—	—	—	$156K	0.4%
Vanguard FTSE Social Index Fund Admiral Class Mutual fund	—	—	—	$140K	0.4%
BlackRock High Yield Bond Portfolio Class K Mutual fund	—	—	—	$107K	0.3%
AllianceBernstein Global Thematic Growth Fund Mutual fund	—	—	—	$73K	0.2%
Western Asset Corporate Bond Fund Mutual fund	—	—	—	$65K	0.2%
American Funds Capital World Growth and Income Fund R6 Mutual fund	—	—	—	$56K	0.1%
Dodge & Cox Stock Fund Mutual fund	—	—	—	$51K	0.1%
DFA Inflation-Protected Securities Fund Mutual fund	—	—	—	$50K	0.1%
Noninterest-bearing cash Noninterest-bearing cash	—	—	—	$38K	<0.1%
Principal Real Estate Securities Fund Mutual fund	—	—	—	$28K	<0.1%
DFA International Sustainability Core 1 Fund Mutual fund	—	—	—	$24K	<0.1%
Fidelity Stock Selector Small Cap Fund Mutual fund	—	—	—	$7K	<0.1%
Janus HendersonTriton Fund N Mutual fund	—	—	—	$1K	<0.1%