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Original filing (PDF)20251015150143NAL0005227617001
POSHMARK, INC.
Form 5500
FILING_RECEIVED
POSHMARK, INC. 401(K) PLAN
401(k) retirement plan
Active participants
490
Accounts w/ balance
495
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
1 pooled trust
Schedule D
47 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POSHMARK, INC..
Plan sponsor
Name
POSHMARK, INC.
EIN
27-4827617
Address
203 REDWOOD SHORES PARKWAY · 8TH FLOOR · REDWOOD CITY, CA · 94065
Phone
(650) 242-4771
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN AND CO 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 | -$650 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
47 direct securities · 1 pooled fund· $33.7M(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
$33.2M
46 holdings
Common Collective Trust
$303K
1 holding
Mutual Funds
$266K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $6.3M | 18.9% | |
| Fidelity Freedom Index 2055 Fund - Institutional Premium Class | — | — | — | $5.1M | 15.2% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class | — | — | — | $4.1M | 12.2% | |
| Fidelity Freedom Index 2060 Fund - Institutional Premium Class | — | — | — | $3.0M | 9.1% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $2.1M | 6.4% | |
| Fidelity Freedom Index 2045 Fund - Institutional Premium Class | — | — | — | $1.8M | 5.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $935K | 2.8% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class | — | — | — | $670K | 2.0% | |
| Brokeragelink Account Cash | — | — | — | $656K | 2.0% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class | — | — | — | $611K | 1.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $529K | 1.6% | |
| Dimensional Fund Advisors U.S. Large Company Portfolio | — | — | — | $526K | 1.6% | |
| Columbia Global Technology Growth Fund Institutional 2 | — | — | — | $488K | 1.5% | |
| JPMorgan Equity Income Fund R6 | — | — | — | $461K | 1.4% | |
| Brokeragelink Account Units | — | — | — | $449K | 1.3% | |
| American Funds American Balanced Fund R6 | — | — | — | $408K | 1.2% | |
| Brokeragelink Account Common Stock | — | — | — | $362K | 1.1% | |
| Dimensional Fund Advisors U.S. Sustainability Core 1 Portfolio | — | — | — | $323K | 1.0% | |
| Fidelity Managed Income Portfolio II | — | — | — | $303K | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $303K | 0.9% | |
| American Funds Capital World Growth and Income Fund R6 | — | — | — | $297K | 0.9% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class | — | — | — | $267K | 0.8% | |
| s: (continued) * Fidelity International Index Fund | Mutual Funds | — | — | $266K | 0.8% | |
| Fidelity Freedom Index 2015 Fund - Institutional Premium Class | — | — | — | $247K | 0.7% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $245K | 0.7% | |
| Fidelity Freedom Index 2065 Fund - Institutional Premium Class | — | — | — | $241K | 0.7% | |
| Participant loans receivable - 17 loans outstanding with interest rates ranging from 9.0% to 9.50% - | — | — | — | $235K | 0.7% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $223K | 0.7% | |
| John Hancock Bond Fund Class I | — | — | — | $215K | 0.6% | |
| Putnam Dynamic Asset Allocation Growth Fund R6 | — | — | — | $191K | 0.6% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | — | — | — | $181K | 0.5% | |
| Brokeragelink Account External Funds | — | — | — | $181K | 0.5% | |
| PGIM High Yield Fund R6 | — | — | — | $170K | 0.5% | |
| Dimensional Fund Advisors International Small Company Portfolio | — | — | — | $129K | 0.4% | |
| Vanguard Emerging Markets Select Stock Fund Investor Shares | — | — | — | $128K | 0.4% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio Institutional Class | — | — | — | $125K | 0.4% | |
| Neuberger Berman Mid Cap Growth Fund R6 | — | — | — | $119K | 0.4% | |
| Brokeragelink Account Fidelity Funds | — | — | — | $113K | 0.3% | |
| Columbia Overseas Value Fund Institutional 3 | — | — | — | $111K | 0.3% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $90K | 0.3% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $89K | 0.3% | |
| American Funds Bond Fund of America R6 | — | — | — | $87K | 0.3% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio | — | — | — | $86K | 0.3% | |
| Dimensional Fund Advisors U.S. Targeted Value Portfolio Institutional Class | — | — | — | $69K | 0.2% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class | — | — | — | $60K | 0.2% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class | — | — | — | $55K | 0.2% | |
| Bridgeway Small-Cap Value Fund | — | — | — | $22K | <0.1% | |
| Goldman Sachs International Equity ESG Fund Institutional | — | — | — | $18K | <0.1% |
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