Karen Bowater signed SUMO Logic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SUMO Logic, Inc.'s EIN is 27-2234444.
Download the official 2024 Form 5500 (PDF) for SUMO Logic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SUMO Logic, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.1M | 19.4% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $5.5M | 11.8% | |
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $3.5M | 7.6% | |
| Fidelity Select Technology | Mutual Funds | — | — | $3.2M | 6.8% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $2.9M | 6.2% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $2.9M | 6.1% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $2.8M | 5.9% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $2.3M | 5.0% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $2.3M | 4.8% | |
| and Description of Investment Cost** Value Cash Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $2.0M | 4.4% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $2.0M | 4.2% | |
| Fidelity International Index | Mutual Funds | — | — | $974K | 2.1% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $851K | 1.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $795K | 1.7% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $760K | 1.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $741K | 1.6% | |
| Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $732K | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $513K | 1.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $487K | 1.0% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $482K | 1.0% | |
| Voya Small Cap Growth R6 | Other securities | — | — | $420K | 0.9% | |
| Principal MidCap R6 | Other securities | — | — | $399K | 0.9% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $285K | 0.6% | |
| and Description of Investment Cost** Value Participant Loans * 4.25% - 9.50% maturing through 2030 | Bonds / Notes | — | — | $202K | 0.4% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $195K | 0.4% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $190K | 0.4% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $98K | 0.2% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $86K | 0.2% | |
| American Century Small Cap Value R6 | Other securities | — | — | $74K | 0.2% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Inflation-Protect Bond Index | U.S. Treasuries | — | — | $15K | <0.1% | |
| PGIM High Yield R | Other securities | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Prem | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
