Original filing (PDF)20251015121344NAL0002386691001

GAINSIGHT, INC.

Name: GAINSIGHT, INC. — GAINSIGHT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GAINSIGHT, INC.

Form 5500

FILING_RECEIVED

GAINSIGHT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

269

Accounts w/ balance

373

Plan assets (EOY)

$34.0M

Net assets (EOY)

$34.0M

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

/ 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 (6 bps vs 29 bps peer median).

Decision-maker contacts

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

Plan sponsor

Name

GAINSIGHT, INC.

EIN

26-4183591

Address

350 BAY STREET, · SUITE 100 · SAN FRANCISCO, CA · 94133

Phone

(888) 623-8562

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

2025-10-15

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)

3F · Sponsor used leased employees

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SILICON VALLEY ACCOUNTANCY CORP.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Investments

35 direct securities· $33.7M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2050 Target Date Retirement Fd Mutual Fund	—	—	—	$7.8M	23.1%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$4.3M	12.7%
American Funds 2055 Target Date Retirement Fd Mutual Fund	—	—	—	$4.1M	12.1%
American Funds 2045 Target Date Retirement Fd Mutual Fund	—	—	—	$3.8M	11.2%
American Funds 2040 Target Date Retirement Fd Mutual Fund	—	—	—	$2.7M	7.8%
Fidelity Large Cap Growth Index Fund Mutual Fund	—	—	—	$1.6M	4.6%
American Funds 2035 Target Date Retirement Fd Mutual Fund	—	—	—	$1.5M	4.4%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$1.5M	4.3%
American Funds 2060 Target Date Retirement Fd Mutual Fund	—	—	—	$1.4M	4.0%
American Funds 2030 Target Date Retirement Fd Mutual Fund	—	—	—	$1.1M	3.3%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$643K	1.9%
PGIM Total Return Fund Mutual Fund	—	—	—	$565K	1.7%
American Funds New Perspective Fund Mutual Fund	—	—	—	$390K	1.1%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$387K	1.1%
Fidelity International Index Fund Mutual Fund	—	—	—	$344K	1.0%
Calvert US Large-Cap Core Responsible Index Fd Mutual Fund	—	—	—	$270K	0.8%
Victory Sycamore Established Value Fund Mutual Fund	—	—	—	$246K	0.7%
participants 9.50%	—	—	—	$169K	0.5%
American Funds 2065 Target Date Retirement Fd Mutual Fund	—	—	—	$158K	0.5%
Gabelli U.S. Treasury Money Market Fund Mutual Fund	—	—	—	$151K	0.4%
American Funds Europacific Growth Fund Mutual Fund	—	—	—	$117K	0.3%
BlackRock Mid-Cap Growth Equity Fund Mutual Fund	—	—	—	$83K	0.2%
American Century Small Cap Growth Fund Mutual Fund	—	—	—	$70K	0.2%
JPMorgan International Equity Fund Mutual Fund	—	—	—	$63K	0.2%
American Funds The Income Fund of America Fd Mutual Fund	—	—	—	$62K	0.2%
DWS RREEF Real Estate Securities Fund Mutual Fund	—	—	—	$60K	0.2%
PGIM Global Total Return Bond Fund Mutual Fund	—	—	—	$53K	0.2%
American Funds American Balanced Fund Mutual Fund	—	—	—	$32K	<0.1%
American Funds New World Fund Mutual Fund	—	—	—	$13K	<0.1%
American Funds Inflation Linked Bond Fund Mutual Fund	—	—	—	$11K	<0.1%
American Century Small Cap Value Fund Mutual Fund	—	—	—	$10K	<0.1%
American Funds 2015 Target Date Retirement Fd Mutual Fund	—	—	—	$5K	<0.1%
American Funds 2020 Target Date Retirement Fd Mutual Fund	—	—	—	$5K	<0.1%
American Funds 2010 Target Date Retirement Fd Mutual Fund	—	—	—	$4K	<0.1%
American Funds 2025 Target Date Retirement Fd Mutual Fund	—	—	—	$3K	<0.1%