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Original filing (PDF)20250924115229NAL0008105040001
SUMO LOGIC, INC.
Form 5500
FILING_RECEIVED
SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
479
Accounts w/ balance
672
Plan assets (EOY)
$46.8M
Net assets (EOY)
$46.8M
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 (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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMO LOGIC, INC..
Plan sponsor
Name
SUMO LOGIC, INC.
EIN
27-2234444
Address
855 MAIN STREET, STE 100 · REDWOOD CITY, CA · 94063
Phone
(650) 395-7540
Industry
Data Processing, Hosting· 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
2025-09-24
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
PBMARES 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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
34 direct securities· $46.8M(100% of reported assets)
Uncategorized
$46.6M
33 holdings
Mutual Funds
$195K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $9.1M | 19.4% | |
| Fidelity Total Market Index | — | — | — | $5.5M | 11.8% | |
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $3.5M | 7.6% | |
| Fidelity Select Technology | — | — | — | $3.2M | 6.8% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $2.9M | 6.2% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $2.9M | 6.1% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $2.8M | 5.9% | |
| Fidelity Large Cap Growth Index | — | — | — | $2.3M | 5.0% | |
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $2.3M | 4.8% | |
| and Description of Investment Cost** Value Cash Gabelli U.S. Treasury Money Market Fund | — | — | — | $2.0M | 4.4% | |
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $2.0M | 4.2% | |
| Fidelity International Index | — | — | — | $974K | 2.1% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $851K | 1.8% | |
| Fidelity U.S. Bond Index | — | — | — | $795K | 1.7% | |
| Vanguard International Growth Admiral | — | — | — | $760K | 1.6% | |
| Fidelity Small Cap Index | — | — | — | $741K | 1.6% | |
| Fidelity Freedom Index 2065 Instl Prem | — | — | — | $732K | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $513K | 1.1% | |
| Dodge & Cox Stock Fund | — | — | — | $487K | 1.0% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $482K | 1.0% | |
| Voya Small Cap Growth R6 | — | — | — | $420K | 0.9% | |
| Principal MidCap R6 | — | — | — | $399K | 0.9% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $285K | 0.6% | |
| and Description of Investment Cost** Value Participant Loans * 4.25% - 9.50% maturing through 2030 | — | — | — | $202K | 0.4% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | — | $195K | 0.4% | |
| Fidelity Real Estate Index | — | — | — | $190K | 0.4% | |
| American Century Mid Cap Value R6 | — | — | — | $98K | 0.2% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $86K | 0.2% | |
| American Century Small Cap Value R6 | — | — | — | $74K | 0.2% | |
| Fidelity Freedom Index Inc Instl Prem | — | — | — | $22K | <0.1% | |
| Fidelity Inflation-Protect Bond Index | — | — | — | $15K | <0.1% | |
| PGIM High Yield R | — | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem | — | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Prem | — | — | — | $10K | <0.1% |
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