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Original filing (PDF)20251001123800NAL0013216353001
MIXPANEL
Form 5500
FILING_RECEIVED
MIXPANEL, INC 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
243
Accounts w/ balance
446
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIXPANEL.
Plan sponsor
Name
MIXPANEL
EIN
27-0231379
Address
PIER 1, BAY 2 THE EMBARCADERO · SAN FRANCISCO, CA · 941112028
Phone
(415) 528-7231
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO | 13-5657518 | — | NONE | $77K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
33 direct securities· $30.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $6.4M | 21.0% | |
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $6.0M | 19.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $4.5M | 14.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.0M | 9.9% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $2.0M | 6.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.8M | 5.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $776K | 2.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $754K | 2.5% | |
| T. Rowe Price Growth Stock Adv T. Rowe Price 0 | — | — | — | $635K | 2.1% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $547K | 1.8% | |
| Vanguard Value Index Inv Vanguard 0 | — | — | — | $376K | 1.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $357K | 1.2% | |
| Vanguard Mid-Cap Growth Index Inv Vanguard 0 | — | — | — | $350K | 1.1% | |
| MFS International Diversification R3 MFS 0 | — | — | — | $328K | 1.1% | |
| Macquarie Smid Cap Core Y Macquarie 0 | — | — | — | $257K | 0.8% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $230K | 0.8% | |
| Vanguard Real Estate Index Inv Vanguard 0 | — | — | — | $229K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Inv Vanguard 0 | — | — | — | $227K | 0.7% | |
| Vanguard Developed Mkts Index Inv Vanguard 0 | — | — | — | $210K | 0.7% | |
| Vanguard Small-Cap Growth Index Inv Vanguard 0 | — | — | — | $209K | 0.7% | |
| Janus Henderson Triton A Janus 0 | — | — | — | $173K | 0.6% | |
| Vanguard Small-Cap Value Index Inv Vanguard 0 | — | — | — | $169K | 0.6% | |
| American Funds New World R4 American Funds 0 | — | — | — | $158K | 0.5% | |
| DoubleLine Core Fixed Income N DoubleLine 0 | — | — | — | $132K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $132K | 0.4% | |
| Cullen High Dividend Eq Fund Retl Cullen 0 | — | — | — | $107K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $95K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $87K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $83K | 0.3% | |
| Vanguard Mid-Cap Value Index Inv Vanguard 0 | — | — | — | $60K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $55K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $49K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $16K | <0.1% |
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