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Original filing (PDF)20251015114655NAL0004449489001
BLACK DUCK SOFTWARE, INC.
Form 5500
FILING_RECEIVED
BLACK DUCK SOFTWARE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
919
Accounts w/ balance
844
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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 BLACK DUCK SOFTWARE, INC..
Plan sponsor
Name
BLACK DUCK SOFTWARE, INC.
EIN
32-0076720
Address
800 DISTRICT AVE, SUITE 201 · BURLINGTON, MA · 01803
Phone
—
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP (CLA)
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 | $4K | — |
Investments
25 direct securities · 2 pooled funds· $22.1M(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
$22.0M
25 holdings
Common Collective Trust
$130K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund (FXAIX) Mutual Fund | — | — | — | $3.5M | 16.0% | |
| Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) Mutual Fund | — | — | — | $3.5M | 15.7% | |
| Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) Mutual Fund | — | — | — | $2.7M | 12.4% | |
| Fidelity Freedom Index 2055 Fund Investor Class (FIDFX) Mutual Fund | — | — | — | $2.3M | 10.4% | |
| Fidelity Freedom Index 2045 Fund Investor Class (FIOFX) Mutual Fund | — | — | — | $2.1M | 9.3% | |
| Fidelity Freedom Index 2065 Fund Investor Class (FDEWX) Mutual Fund | — | — | — | $2.0M | 9.1% | |
| Fidelity Freedom Index 2060 Fund Investor Class (FDKLX) Mutual Fund | — | — | — | $2.0M | 8.8% | |
| Fidelity Freedom Index 2070 Fund Investor Class (FDEZX) Mutual Fund | — | — | — | $687K | 3.1% | |
| MFS International Diversification Fund Class R6 (MDIDX) Mutual Fund | — | — | — | $565K | 2.6% | |
| Fidelity Freedom Index 2040 Fund Investor Class (FIOFX) Mutual Fund | — | — | — | $555K | 2.5% | |
| Participants Participant Loans Rates from 8.75% to 9% - | — | — | — | $282K | 1.3% | |
| PGIM Total Return Bond Fund Class R6 (PTRQX) Mutual Fund | — | — | — | $261K | 1.2% | |
| MFS Blended Research Mid Cap Equity Fund Class R6 (BMSYX) Mutual Fund | — | — | — | $244K | 1.1% | |
| Fidelity Extended Market Index Fund (FSMAX) Mutual Fund | — | — | — | $212K | 1.0% | |
| Fidelity Freedom Index 2030 Fund Investor Class (FIKFX) Mutual Fund | — | — | — | $195K | 0.9% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value DFA U.S. Small Cap Value Portfolio Institutional Class (DFSVX) Mutual Fund | — | — | — | $162K | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) Mutual Fund | — | — | — | $150K | 0.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 (JMGZX) Mutual Fund | — | — | — | $137K | 0.6% | |
| Fidelity Freedom Index 2015 Fund Investor Class (FDEEX) Mutual Fund | — | — | — | $135K | 0.6% | |
| MFS Value Fund Class R6 (MEIKX) Mutual Fund | — | — | — | $98K | 0.4% | |
| Fidelity Freedom Index 2020 Fund Investor Class (FDIFX) Mutual Fund | — | — | — | $97K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) Mutual Fund | — | — | — | $80K | 0.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $69K | 0.3% | |
| GENEVA SM CP GR B GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $61K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) Mutual Fund | — | — | — | $24K | 0.1% | |
| Fidelity Contrafund K6 (FLCNX) Mutual Fund | — | — | — | $20K | <0.1% | |
| Fidelity Freedom Index Income Fund Investor Class (FIKFX) Mutual Fund 972 * Fidelity Freedom Index 2010 Fund Investor Class (FIPFX) Mutual Fund | — | — | — | $7K | <0.1% |
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