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Original filing (PDF)20250902131130NAL0014422657001
FLIPBOARD, INC.
Form 5500
FILING_RECEIVED
FLIPBOARD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
110
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
23 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLIPBOARD, INC..
Plan sponsor
Name
FLIPBOARD, INC.
EIN
27-1780218
Address
555 BRYANT STREET #352 · PALO ALTO, CA · 94301
Phone
(408) 656-3404
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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN 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 | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL | 45-3567626 | — | ADVISOR | $17K | — |
Investments
23 direct securities· $14.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund | — | — | — | $2.0M | 13.3% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $1.9M | 12.5% | |
| Fidelity Large Cap Growth Fund | — | — | — | $1.5M | 10.0% | |
| Fidelity 500 Index Investors Fund | — | — | — | $1.4M | 9.3% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $1.4M | 9.2% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $981K | 6.6% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $917K | 6.2% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $750K | 5.1% | |
| Fidelity Government Money Market Fund | — | — | — | $723K | 4.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $598K | 4.0% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $577K | 3.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $464K | 3.1% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $442K | 3.0% | |
| DFA International Core Equity Fund | — | — | — | $425K | 2.9% | |
| Fidelity Emerging Market Fund | — | — | — | $289K | 1.9% | |
| Harbor Funds Harbor Bond Fund | — | — | — | $217K | 1.5% | |
| Fidelity US Bond Index Fund | — | — | — | $125K | 0.8% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $100K | 0.7% | |
| DFA Inflation Protected Securities Fund | — | — | — | $75K | 0.5% | |
| DFA Intermediate Government Fixed Income Fund | — | — | — | $40K | 0.3% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $23K | 0.2% | |
| Fidelity Freedom Index Income Fund | — | — | — | $18K | 0.1% | |
| Participants Participant Loans Rates of 9.50% - | — | — | — | $7K | <0.1% |
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