Back to filter
Original filing (PDF)20250828124744NAL0020520514001
CLOUDFLARE, INC.
Form 5500
FILING_RECEIVED
CLOUDFLARE 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,380
Accounts w/ balance
2,822
Plan assets (EOY)
$177.8M
Net assets (EOY)
$177.8M
Plan health score (directional)
86
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOUDFLARE, INC..
Plan sponsor
Name
CLOUDFLARE, INC.
EIN
27-0805829
Address
101 TOWNSEND · SAN FRANCISCO, CA · 94107
Phone
(650) 319-8930
Industry
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
2025-08-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $111K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $65K | — |
| THE STANDARD INSURANCE COMPANY | 93-0242990 | — | INVESTMENT MANAGEMENT | $50K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Information / Tech / Media plans
SURESCRIPTS, LLC
SURESCRIPTS, LLC 401(K) PLAN
$179.1M · 656 participants
AVAILITY, L.L.C.
AVAILITY, L.L.C. 401(K) RETIREMENT SAVINGS PLAN
$174.8M · 1,590 participants
OCLC, INC.
OCLC MATCHING THRIFT PLAN
$174.0M · 910 participants
ASCEND LEARNING LLC
ASCEND LEARNING LLC 401(K) PLAN
$183.9M · 1,669 participants
GERSON LEHRMAN GROUP
GERSON LEHRMAN GROUP INC PLAN
$167.6M · 1,253 participants
JAMF SOFTWARE, LLC
JAMF SOFTWARE, LLC 401K PROFIT SHARING PLAN
$165.8M · 1,551 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
