How big is The Trade DESK, Inc.'s plan?

The Trade DESK, Inc.'s plan reported $298.5M in assets and 2,206 participants for 2024.

Original filing (PDF)20251015120908NAL0006206352001

The Trade DESK, Inc.

Name: The Trade DESK, Inc. — The Trade DESK 401(k) Plan, Form 5500 (2024)
Creator: The Trade DESK, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Trade DESK 401(k) Plan

401(k) retirement plan · The Trade DESK, Inc.'s The Trade DESK 401(k) Plan held $298.5M in plan assets for 2,206 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

2,206

Accounts w/ balance

2,664

Plan assets (EOY)

$298.5M

Net assets (EOY)

$298.5M

People on this filing

Justin Hales signed The Trade DESK, Inc.'s 2024 Form 5500 as plan administrator.

Justin Hales — 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

The Trade DESK, Inc.'s EIN is 27-1887399.

EIN 27-1887399

Plan number 001

Plan year 2024

ACK ID 20251015120908NAL0006206352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Trade DESK, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Trade DESK, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

35 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

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (100th percentile).

Plan sponsor

Name

THE TRADE DESK, INC.

EIN

all filings

Address

42 N. CHESTNUT STREET · VENTURA, CA · 93001

Phone

(805) 212-5517

Industry

Professional & Technical Services

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$198K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

Accountant / Auditor

Investments

35 direct securities· $298.5M(100% of reported assets)

Mutual Funds

$171.9M

20 holdings

Common Collective Trusts

$81.5M

4 holdings

Other securities

$24.5M

8 holdings

Self-Directed Brokerage

$18.3M

1 holding

Bonds / Notes

$1.3M

1 holding

U.S. Treasuries

$958K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$63.9M	21.4%
Fidelity Advisor Freedom 2055 Fund Class Z Mutual Fund	Mutual Funds	—	—	$39.9M	13.4%
Fidelity Advisor Freedom 2050 Fund Class Z Mutual Fund	Mutual Funds	—	—	$32.7M	10.9%
Fidelity Advisor Freedom 2060 Fund Class Z Mutual Fund	Mutual Funds	—	—	$22.5M	7.5%
Fidelity Advisor Freedom 2045 Fund Class Z Mutual Fund	Mutual Funds	—	—	$21.4M	7.2%
Brokerage Securities Participant-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$18.3M	6.1%
Fidelity Advisor Freedom 2040 Fund Class Z Mutual Fund	Mutual Funds	—	—	$15.8M	5.3%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$12.6M	4.2%
Fidelity Advisor Freedom 2035 Fund Class Z Mutual Fund	Mutual Funds	—	—	$9.8M	3.3%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.2M	2.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.2M	1.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.2M	1.7%
Fidelity Advisor Freedom 2065 Fund Class Z Mutual Fund	Mutual Funds	—	—	$5.1M	1.7%
Putnam Large cap Value Fund Class Y Mutual Fund	Mutual Funds	—	—	$5.1M	1.7%
Fidelity Advisor Freedom 2030 Fund Class Z Mutual Fund	Mutual Funds	—	—	$4.1M	1.4%
JPMorgan Mid Cap Growth Fund Class R5 Mutual Fund	Other securities	—	—	$3.9M	1.3%
Fidelity Advisor Small Cap Growth Fund Class Z Mutual Fund	Mutual Funds	—	—	$3.7M	1.2%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3.1M	1.0%
American Funds Bond Fund of America Class R-5E Mutual Fund	Mutual Funds	—	—	$2.4M	0.8%
Allspring Special Mid-Cap Value Fund Mutual Fund	Other securities	—	—	$2.3M	0.8%
American Funds New World Fund Class R-5E Mutual Fund	Mutual Funds	—	—	$2.1M	0.7%
Cohen & Steers Real Estate Securities I Mutual Fund	Other securities	—	—	$2.1M	0.7%
Federated Hermes International Leaders Mutual Fund	Other securities	—	—	$2.0M	0.7%
Fidelity Advisor Freedom 2025 Fund Class Z Mutual Fund	Mutual Funds	—	—	$1.5M	0.5%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$1.3M	0.4%
American Beacon Small Cap Value Fund Class Y Mutual Fund	Other securities	—	—	$1.1M	0.4%
Lord Abbett Short Durations Income Fund Class R5 Mutual Fund	Mutual Funds	—	—	$1.1M	0.4%
Lord Abbett Bond Debenture Fund Class R5 Mutual Fund	U.S. Treasuries	—	—	$958K	0.3%
PIMCO Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$753K	0.3%
Fidelity Advisor Freedom Income Fund Class Z Mutual Fund	Mutual Funds	—	—	$376K	0.1%
Fidelity Advisor Freedom 2020 Fund Class Z Mutual Fund	Mutual Funds	—	—	$363K	0.1%
Macquarie Global Bond Fund Class I Mutual Fund	Other securities	—	—	$301K	0.1%
Fidelity Advisor Freedom 2010 Fund Class Z Mutual Fund	Mutual Funds	—	—	$139K	<0.1%
Goldman Sachs US Mortgages Institutional Mutual Fund	Other securities	—	—	$136K	<0.1%
Fidelity Advisor Freedom 2015 Fund Class Z Mutual Fund	Mutual Funds	—	—	$74K	<0.1%