Back to filter
Original filing (PDF)20251015135542NAL0006491248002
HASHICORP INC.
Form 5500
FILING_RECEIVED
HASHICORP INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,468
Accounts w/ balance
1,877
Plan assets (EOY)
$120.7M
Net assets (EOY)
$120.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HASHICORP INC..
Plan sponsor
Name
HASHICORP INC.
EIN
32-0410665
Address
101 2ND STREET STE 700 · SAN FRANCISCO, CA · 94105
Phone
(415) 301-3243
Industry
Software Publishers· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $27K | — |
Investments
29 direct securities · 1 pooled fund· $120.7M(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
$99.2M
28 holdings
Mutual Funds
$19.3M
1 holding
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Target N/R | Mutual Funds | — | — | $19.3M | 16.0% | |
| Retirement 2055 Fund The Vanguard Group Vanguard Institutional Index Fund N/R | — | — | — | $18.4M | 15.3% | |
| The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $17.1M | 14.1% | |
| Retirement 2050 Fund The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $14.1M | 11.7% | |
| Retirement 2045 Fund The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $9.7M | 8.1% | |
| Retirement 2040 Fund The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $9.0M | 7.5% | |
| Retirement 2035 Fund The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $8.4M | 7.0% | |
| Retirement 2060 Fund T. Rowe Price T. Rowe Price Large Cap Gwth I N/R | — | — | — | $3.9M | 3.3% | |
| The Vanguard Group Vanguard Total International Stock N/R | — | — | — | $2.5M | 2.0% | |
| Index Fund The Vanguard Group Vanguard Mid-Cap Index Fund N/R | — | — | — | $2.3M | 1.9% | |
| The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $2.2M | 1.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Retirement 2030 Fund The Vanguard Group Vanguard Small-Cap Index Fund N/R | — | — | — | $2.0M | 1.6% | |
| Admiral Shares The Vanguard Group Vanguard Intermediate - Term Bond N/R | — | — | — | $1.3M | 1.1% | |
| Index Fund The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $1.2M | 1.0% | |
| Retirement 2065 Fund John Hancock John Hancock Disciplined VLU Mid N/R | — | — | — | $1.1M | 0.9% | |
| Cap R6 Franklin Equity Income Fund Cl R6 N/R | — | — | — | $1.0M | 0.8% | |
| The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $929K | 0.8% | |
| Retirement 2070 Fund The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $904K | 0.7% | |
| Retirement 2025 Fund PIMCO INCM FD INST CL N/R | — | — | — | $710K | 0.6% | |
| Company Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $583K | 0.5% | |
| American Beacon Advisors, Inc. American Funds EuroPacific Growth N/R | — | — | — | $517K | 0.4% | |
| Fund; Class R-6 Delaware Ivy Delaware Ivy Mid Cap Grth R6 N/R | — | — | — | $419K | 0.3% | |
| AllianceBernstein Investments, AB Small Cap Growth - Class K N/R | — | — | — | $268K | 0.2% | |
| Inc. America Funds New World R6 N/R | — | — | — | $234K | 0.2% | |
| The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $198K | 0.2% | |
| Retirement 2020 Fund Victory Integrity Small Cap Value R6 N/R | — | — | — | $169K | 0.1% | |
| PGIM, Inc. PGIM Total Return Bond Fund; N/R | — | — | — | $54K | <0.1% | |
| Class Z PGIM, Inc. PGIM Global Total Return; Class Z N/R | — | — | — | $35K | <0.1% | |
| The Vanguard Group Vanguard Institutional Target N/R | — | — | — | $25K | <0.1% |
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES,INC
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Software Publishers plans
DOMO, INC.
DOMO, INC. 401(K) PLAN
$123.4M · 687 participants
GREEN HILLS SOFTWARE LLC
GREEN HILLS SOFTWARE 401(K) PLAN
$125.0M · 251 participants
GREATLAND CORPORATION
GREATLAND CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
$115.6M · 120 participants
MODERNIZING MEDICINE, INC.
MODERNIZING MEDICINE, INC. 401(K) PLAN
$114.8M · 1,615 participants
MODEL N, INC
MODEL N, INC. 401(K) PLAN
$128.3M · 448 participants
INTEGRATION APPLIANCE, INC. DBA INTAPP
INTAPP 401(K) PLAN
$112.1M · 865 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B