Back to filter
Original filing (PDF)20251010114900NAL0012500240001
BUNGIE, INC.
Form 5500
FILING_RECEIVED
BUNGIE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
862
Accounts w/ balance
1,475
Plan assets (EOY)
$228.5M
Net assets (EOY)
$228.5M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNGIE, INC..
Plan sponsor
Name
BUNGIE, INC.
EIN
27-4411168
Address
550 106TH AVENUE NE · SUITE 207 · BELLEVUE, WA · 98004
Phone
(425) 440-6852
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
35 direct securities · 1 pooled fund· $227.7M(100% 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
$223.9M
35 holdings
Common Collective Trust
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $49.5M | 21.6% | |
| T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $30.4M | 13.3% | |
| T. Rowe Price Retirement 2055 Mutual Fund | — | — | — | $22.3M | 9.8% | |
| T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $20.6M | 9.0% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $13.3M | 5.8% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $12.8M | 5.6% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $11.4M | 5.0% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $11.2M | 4.9% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $9.1M | 4.0% | |
| Vanguard FTSE Social Index Mutual Fund | — | — | — | $5.8M | 2.6% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $4.9M | 2.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $4.4M | 1.9% | |
| T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $3.9M | 1.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.7% | |
| T. Rowe Price Large-Cap Value Fund Mutual Fund | — | — | — | $3.6M | 1.6% | |
| Fidelity Bond Index Mutual Fund | — | — | — | $3.0M | 1.3% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $2.2M | 0.9% | |
| Fidelity International Small Cap Fund Mutual Fund | — | — | — | $1.9M | 0.8% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $1.8M | 0.8% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $1.7M | 0.8% | |
| Vanguard Wellington Mutual Fund | — | — | — | $1.3M | 0.6% | |
| Nuveen Real Estate Sector Mutual Fund | — | — | — | $1.3M | 0.6% | |
| First Eagle Global Mutual Fund | — | — | — | $1.2M | 0.5% | |
| Yacktman Focused Mutual Fund | — | — | — | $947K | 0.4% | |
| John Hancock ESG Large Cap Core Mutual Fund | — | — | — | $916K | 0.4% | |
| Invesco Developing Markets Mutual Fund | — | — | — | $818K | 0.4% | |
| BNY Mellon Natural Resources Mutual Fund | — | — | — | $794K | 0.3% | |
| Van Eck International Investors Gold Mutual Fund | — | — | — | $614K | 0.3% | |
| Western Asset Core Bond Fund Mutual Fund | — | — | — | $530K | 0.2% | |
| Participant loans Interest rates from 4.25% - 9.50% - 0 - | — | — | — | $498K | 0.2% | |
| T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $495K | 0.2% | |
| T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $320K | 0.1% | |
| T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $155K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $97K | <0.1% | |
| T. Rowe Price Retirement 2005 Mutual Fund | — | — | — | $55K | <0.1% | |
| T. Rowe Price Retirement 2010 Mutual Fund | — | — | — | $29K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Professional & Technical Services plans
SAG, LLC.
SOFTWARE AG, LLC PROFIT SHARING PLAN
$231.1M · 241 participants
APPLIED SYSTEMS, INC.
APPLIED SYSTEMS, INC. RETIREMENT SAVINGS PLAN
$225.8M · 1,704 participants
TREND MICRO, INCORPORATED
TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN
$222.8M · 937 participants
PROS, INC.
PROS, INC. 401(K) PLAN
$218.6M · 732 participants
MOZILLA CORPORATION
MOZILLA CORPORATION 401(K) PLAN
$217.2M · 624 participants
BOTTOMLINE TECHNOLOGIES, INC.
BOTTOMLINE TECHNOLOGIES 401(K) PLAN
$242.2M · 1,267 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants