Original filing (PDF)20251015134929NAL0009560706001

UNITY TECHNOLOGIES

Name: UNITY TECHNOLOGIES — UNITY TECHNOLOGIES 401(K) PLAN, Form 5500 (2024)
Creator: UNITY TECHNOLOGIES

Form 5500

FILING_RECEIVED

UNITY TECHNOLOGIES 401(K) PLAN

401(k) retirement plan

Active participants

1,196

Accounts w/ balance

2,184

Plan assets (EOY)

$247.2M

Net assets (EOY)

$247.2M

How this plan invests

This plan

25 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 (4 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITY TECHNOLOGIES.

Plan sponsor

Name

UNITY TECHNOLOGIES

EIN

26-4516105

Address

30 3RD STREET · SAN FRANCISCO, CA · 94103

Phone

(415) 305-9363

Industry

All Other Professional Services· 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)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

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	$96K	—

Investments

25 direct securities· $247.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Target Retirement 2055 Mutual Fund	—	—	—	$37.1M	15.0%
Vanguard Target Retirement 2050 Mutual Fund	—	—	—	$36.8M	14.9%
Vanguard Inst Index Mutual Fund	—	—	—	$36.4M	14.7%
Vanguard Target Retirement 2045 Mutual Fund	—	—	—	$30.5M	12.3%
Vanguard Target Retirement 2060 Mutual Fund	—	—	—	$19.5M	7.9%
Vanguard Target Retirement 2040 Mutual Fund	—	—	—	$17.0M	6.9%
Brokeragelink Fund Participant-Directed Brokerage Accounts	—	—	—	$11.5M	4.6%
Vanguard Target Retirement 2035 Mutual Fund	—	—	—	$11.4M	4.6%
Vanguard Us Growth Adm Mutual Fund	—	—	—	$8.7M	3.5%
Vanguard Target Retirement 2030 Mutual Fund	—	—	—	$6.0M	2.4%
Vanguard Ext Mkt Idx Adm Mutual Fund	—	—	—	$5.7M	2.3%
Dodge & Cox Stock X Mutual Fund	—	—	—	$4.2M	1.7%
Vanguard Tot Intl Stk Ad Mutual Fund	—	—	—	$2.7M	1.1%
DFA US Small Cap I Mutual Fund	—	—	—	$2.6M	1.1%
Vanguard Tot Bd Mkt Adm Mutual Fund	—	—	—	$2.4M	1.0%
Vanguard Target Retirement 2025 Mutual Fund	—	—	—	$2.3M	0.9%
Vanguard Vmmr-Fed Mmkt Mutual Fund	—	—	—	$2.3M	0.9%
Vanguard Target Retirement 2065 Mutual Fund	—	—	—	$1.9M	0.8%
Vanguard FTSE Social Index Fund Admiral Mutual Fund	—	—	—	$1.8M	0.7%
Vanguard Target Retirement Mutual Fund	—	—	—	$1.6M	0.6%
Vanguard Tot Wld Stk Adm Mutual Fund	—	—	—	$1.4M	0.6%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	—	—	—	$1.2M	0.5%
Mfs Intl Divrsn R6 Mutual Fund	—	—	—	$916K	0.4%
Vanguard Target Retirement 2020 Mutual Fund	—	—	—	$616K	0.2%
Vanguard Target Retirement 2070 Mutual Fund	—	—	—	$556K	0.2%