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Original filing (PDF)20250912171426NAL0000889363001
DOXIMITY, INC.
Form 5500
FILING_RECEIVED
DOXIMITY 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
837
Accounts w/ balance
898
Plan assets (EOY)
$78.8M
Net assets (EOY)
$78.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOXIMITY, INC..
Plan sponsor
Name
DOXIMITY, INC.
EIN
27-1674417
Address
500 3RD ST STE 510 · SAN FRANCISCO, CA · 94107
Phone
(415) 307-0394
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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 2 pooled funds· $77.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$75.8M
25 holdings
Common Collective Trust
$1.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Fund Registered investment company | — | — | — | $15.8M | 20.0% | |
| Fidelity Freedom® Index 2055 Fund Institutional Premium Class Registered investment company | — | — | — | $12.9M | 16.3% | |
| Fidelity Freedom® Index 2050 Fund Institutional Premium Class Registered investment company | — | — | — | $9.6M | 12.2% | |
| Fidelity Freedom® Index 2045 Fund Institutional Premium Class Registered investment company | — | — | — | $6.0M | 7.6% | |
| Fidelity Freedom® Index 2060 Fund Institutional Premium Class Registered investment company | — | — | — | $5.7M | 7.2% | |
| Fidelity Freedom® Index 2040 Fund Institutional Premium Class Registered investment company | — | — | — | $4.6M | 5.9% | |
| MFS Growth Fund Class R6 Registered investment company | — | — | — | $4.3M | 5.5% | |
| Fidelity Freedom® Index 2035 Fund Institutional Premium Class Registered investment company | — | — | — | $3.2M | 4.1% | |
| Fidelity® Mid Cap Index Fund Registered investment company | — | — | — | $2.1M | 2.6% | |
| Fidelity® Small Cap Index Fund Registered investment company | — | — | — | $1.5M | 2.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Registered investment company | — | — | — | $1.3M | 1.6% | |
| Fidelity® Extended Market Index Fund Registered investment company | — | — | — | $1.3M | 1.6% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| Voya Intermediate Bond Fund Class R6 Registered investment company | — | — | — | $999K | 1.3% | |
| Fidelity® International Cap K6 Registered investment company | — | — | — | $910K | 1.2% | |
| Fidelity Freedom® Index 2065 Fund Institutional Premium Class Registered investment company | — | — | — | $821K | 1.0% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Registered investment company | — | — | — | $734K | 0.9% | |
| VY T. Rowe Price Divers Mid CAP GR I Registered investment company | — | — | — | $728K | 0.9% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Registered investment company | — | — | — | $727K | 0.9% | |
| MFS International Intrinsic Value Fund Class I Registered investment company | — | — | — | $721K | 0.9% | |
| Fidelity Freedom® Index 2030 Fund Institutional Premium Class Registered investment company | — | — | — | $621K | 0.8% | |
| DFA Real Estate Securities Portfolio Institutional Class Registered investment company | — | — | — | $482K | 0.6% | |
| maturing through January 2030 0 | — | — | — | $389K | 0.5% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $296K | 0.4% | |
| AB Small Cap Growth Z Registered investment company | — | — | — | $282K | 0.4% | |
| Fidelity Freedom® Index 2025 Fund Institutional Premium Class Registered investment company | — | — | — | $67K | <0.1% | |
| Fidelity Freedom® Index Income Fund Institutional Premium Class Registered investment company | — | — | — | $15K | <0.1% |
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