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Original filing (PDF)20251002152237NAL0000392275001
MALWAREBYTES INC.
Form 5500
FILING_RECEIVED
MALWAREBYTES INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
338
Accounts w/ balance
717
Plan assets (EOY)
$61.7M
Net assets (EOY)
$61.7M
How this plan invests
This plan
34 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MALWAREBYTES INC..
Plan sponsor
Name
MALWAREBYTES INC.
EIN
26-2774858
Address
2445 AUGUSTINE DRIVE, SUITE 550 · SANTA CLARA, CA · 95054
Phone
(408) 852-4336
Industry
Custom Computer Programming· 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
2025-10-02
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $32K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities· $61.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom® Index 2060 Fund Institutional Premium Class Registered investment companies | — | — | — | $9.2M | 14.9% | |
| Fidelity Freedom® Index 2040 Fund Institutional Premium Class Registered investment companies | — | — | — | $6.9M | 11.2% | |
| Fidelity® 500 Index Fund Registered investment companies | — | — | — | $6.7M | 10.8% | |
| Fidelity Freedom® Index 2050 Fund Institutional Premium Class Registered investment companies | — | — | — | $6.7M | 10.8% | |
| Fidelity Freedom® Index 2045 Fund Institutional Premium Class Registered investment companies | — | — | — | $6.1M | 9.8% | |
| Fidelity Freedom® Index 2035 Fund Institutional Premium Class Registered investment companies | — | — | — | $4.5M | 7.3% | |
| Fidelity Freedom® Index 2055 Fund Institutional Premium Class Registered investment companies | — | — | — | $3.7M | 6.0% | |
| Fidelity® Total Market Index Fund Registered investment companies | — | — | — | $2.7M | 4.4% | |
| T. Rowe Price Blue Chip Growth Fund I Class Registered investment companies | — | — | — | $2.2M | 3.5% | |
| Fidelity Freedom® Index 2030 Fund Institutional Premium Class Registered investment companies | — | — | — | $1.9M | 3.1% | |
| Fidelity Freedom® Index 2025 Fund Institutional Premium Class Registered investment companies | — | — | — | $1.5M | 2.4% | |
| JPMorgan Equity Income Fund Class R6 Registered investment companies | — | — | — | $923K | 1.5% | |
| Fidelity Freedom® Index 2070 Fund Institutional Premium Class Registered investment companies ** 358 Vanguard Federal Money Market Fund Investor Shares Money market fund | — | — | — | $915K | 1.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered investment companies | — | — | — | $856K | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered investment companies | — | — | — | $673K | 1.1% | |
| PIMCO Income Fund Institutional Class Registered investment companies | — | — | — | $664K | 1.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered investment companies | — | — | — | $617K | 1.0% | |
| maturing through June 2053 - | — | — | — | $508K | 0.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered investment companies | — | — | — | $483K | 0.8% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K Registered investment companies | — | — | — | $424K | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Registered investment companies | — | — | — | $364K | 0.6% | |
| Undiscovered Managers Behavioral Value Fund Class R6 Registered investment companies | — | — | — | $350K | 0.6% | |
| MFS International Diversification Fund Class R6 Registered investment companies | — | — | — | $347K | 0.6% | |
| Invesco Gold & Special Minerals Fund Class R6 Registered investment companies | — | — | — | $316K | 0.5% | |
| Allspring Special Mid Cap Value Fund - Class R6 Registered investment companies | — | — | — | $310K | 0.5% | |
| Fidelity Freedom® Index 2065 Fund Institutional Premium Class Registered investment companies | — | — | — | $304K | 0.5% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Registered investment companies | — | — | — | $261K | 0.4% | |
| Fidelity Freedom® Index 2020 Fund Institutional Premium Class Registered investment companies | — | — | — | $255K | 0.4% | |
| Fidelity Freedom® Index Income Fund Institutional Premium Class Registered investment companies | — | — | — | $210K | 0.3% | |
| Fidelity Freedom® Index 2015 Fund Institutional Premium Class Registered investment companies | — | — | — | $62K | 0.1% | |
| MassMutual Inflation-Protected and Income Fund Class I Registered investment companies | — | — | — | $50K | <0.1% | |
| PGIM Global Total Return Fund - Class R6 Registered investment companies | — | — | — | $49K | <0.1% | |
| Fidelity Freedom® Index 2010 Fund Institutional Premium Class Registered investment companies | — | — | — | $7K | <0.1% |