How big is Anomali Incorporated's plan?

Anomali Incorporated's plan reported $13.4M in assets and 167 participants for 2024.

Original filing (PDF)20250922180504NAL0013031698001

Anomali Incorporated

Name: Anomali Incorporated — Anomali Incorporated 401(k), Form 5500 (2024)
Creator: Anomali Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anomali Incorporated 401(k) Plan

401(k) retirement plan · Anomali Incorporated's Anomali Incorporated 401(k) Plan held $13.4M in plan assets for 167 participants in 2024, with Fidelity as recordkeeper.

Active participants

167

Accounts w/ balance

223

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

People on this filing

LISA Lyssand signed Anomali Incorporated's 2024 Form 5500 as plan administrator.

LISA Lyssand — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anomali Incorporated's EIN is 27-0876792.

EIN 27-0876792

Plan number 001

Plan year 2024

ACK ID 20250922180504NAL0013031698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anomali Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anomali Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANOMALI INCORPORATED.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

ANOMALI INCORPORATED

EIN

all filings

Address

808 WINSLOW ST · REDWOOD CITY, CA · 94063

Phone

(408) 800-4050

Industry

Software Publishers· Information / Tech / Media

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

2025-09-22

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

34 direct securities· $13.4M(100% of reported assets)

Other securities

$8.0M

21 holdings

Common Collective Trusts

$3.7M

7 holdings

Mutual Funds

$1.5M

5 holdings

Common Stocks

$81K

1 holding

					% of plan
VANG 500 INDEX ADM Mutual Fund	Common Collective Trusts	—	—	$2.8M	20.8%
VANG TARGET RET 2040 Mutual Fund	Other securities	—	—	$1.6M	11.7%
VANG TARGET RET 2045 Mutual Fund	Other securities	—	—	$1.3M	9.8%
VANG TARGET RET 2035 Mutual Fund	Other securities	—	—	$1.1M	8.4%
FID SEL TECHNOLOGY Mutual Fund	Mutual Funds	—	—	$1.0M	7.7%
JPM LG CAP GROWTH R6 Mutual Fund	Other securities	—	—	$849K	6.3%
VANG TARGET RET 2030 Mutual Fund	Other securities	—	—	$661K	4.9%
VANG TARGET RET 2055 Mutual Fund	Other securities	—	—	$589K	4.4%
VANG TARGET RET 2050 Mutual Fund	Other securities	—	—	$549K	4.1%
VANG TARGET RET 2060 Mutual Fund	Other securities	—	—	$440K	3.3%
VANG MIDCAP IDX ADM Mutual Fund	Common Collective Trusts	—	—	$360K	2.7%
VANG VMMR-FED MMKT Mutual Fund	Other securities	—	—	$339K	2.5%
VANG SM CAP IDX ADM Mutual Fund	Common Collective Trusts	—	—	$243K	1.8%
AF NEW PERSPECT R6 Mutual Fund	Other securities	—	—	$232K	1.7%
FID SEL ENERGY Mutual Fund	Mutual Funds	—	—	$219K	1.6%
DFA US TARGET VAL I Mutual Fund	Mutual Funds	—	—	$169K	1.3%
FID US BOND IDX Mutual Fund	Common Collective Trusts	—	—	$133K	1.0%
VANG DEV MKT IDX ADM Mutual Fund	Common Collective Trusts	—	—	$100K	0.7%
VANG TARGET RET INC Mutual Fund	Common Stocks	—	—	$81K	0.6%
VANG EM STK IDX ADM Mutual Fund	Common Collective Trusts	—	—	$80K	0.6%
FID SEL HEALTHCARE Mutual Fund	Mutual Funds	—	—	$68K	0.5%
maturing through April 2029	Other securities	—	—	$62K	0.5%
J H TRITON I Mutual Fund	Other securities	—	—	$59K	0.4%
PGIM HIGH YIELD R6 Mutual Fund	Other securities	—	—	$55K	0.4%
MFS VALUE R6 Mutual Fund	Mutual Funds	—	—	$45K	0.3%
FKLN UTILITIES R6 Mutual Fund	Other securities	—	—	$44K	0.3%
INVS GOLD SPL MIN R6 Mutual Fund	Other securities	—	—	$42K	0.3%
FID REAL ESTATE IDX Mutual Fund	Common Collective Trusts	—	—	$35K	0.3%
AS SPL MID CP VAL R6 Mutual Fund	Other securities	—	—	$28K	0.2%
VANG TARGET RET 2020 Mutual Fund	Other securities	—	—	$28K	0.2%
J H ENTERPRISE I Mutual Fund	Other securities	—	—	$23K	0.2%
VANG TARGET RET 2025 Mutual Fund	Other securities	—	—	$15K	0.1%
AB GLOBAL BOND Z Mutual Fund	Other securities	—	—	$9K	<0.1%
VOYA INTERM BOND I Mutual Fund	Other securities	—	—	$9K	<0.1%