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Original filing (PDF)20250826104802NAL0008429969001
DATAIKU INC.
Form 5500
FILING_RECEIVED
DATAIKU INC. 401(K) PLAN
401(k) retirement plan
Active participants
429
Accounts w/ balance
512
Plan assets (EOY)
$40.1M
Net assets (EOY)
$40.1M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATAIKU INC..
Plan sponsor
Name
DATAIKU INC.
EIN
32-0460550
Address
125 WEST 25TH STREET · 7TH FLOOR · NEW YORK, NY · 10001
Phone
(212) 457-8944
Industry
Custom Computer Programming· 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
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
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
35 direct securities· $40.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds * Fidelity 500 Index Fund N/R | — | — | — | $7.6M | 19.0% | |
| Fidelity Total Market Index Fund N/R | — | — | — | $6.1M | 15.2% | |
| Fidelity Freedom Index 2055 Fund Institutional Pr N/R | — | — | — | $4.1M | 10.3% | |
| Fidelity Freedom Index 2060 Fund Institutional Pr N/R | — | — | — | $3.1M | 7.8% | |
| Fidelity Large Cap Growth Index Fund N/R | — | — | — | $2.9M | 7.2% | |
| Fidelity Freedom Index 2040 Fund Institutional Pr N/R | — | — | — | $2.6M | 6.5% | |
| Fidelity Freedom Index 2050 Fund Institutional Pr N/R | — | — | — | $2.4M | 6.0% | |
| Fidelity Freedom Index 2045 Fund Institutional Pr N/R | — | — | — | $1.5M | 3.8% | |
| Fidelity International Index Fund N/R | — | — | — | $1.3M | 3.4% | |
| Gabelli U.S. Treasury Money Market Fund Class I N/R | — | — | — | $1.2M | 3.1% | |
| Fidelity Freedom Index 2035 Fund Institutional Pr N/R | — | — | — | $822K | 2.0% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $750K | 1.9% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $748K | 1.9% | |
| Columbia Dividend Income Fund Institutional 3 N/R | — | — | — | $560K | 1.4% | |
| Fidelity Freedom Index 2065 Fund Institutional Pr N/R | — | — | — | $559K | 1.4% | |
| JPMorgan International Equity Fund Class R6 N/R | — | — | — | $542K | 1.4% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $510K | 1.3% | |
| Participant Loans Notes Receivable from Participants, with interest rates $0 | — | — | — | $446K | 1.1% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Self-Directed Brokerage Accounts * Fidelity Common Stock N/R | — | — | — | $320K | 0.8% | |
| Fidelity Freedom Index 2030 Fund Institutional Pr N/R | — | — | — | $270K | 0.7% | |
| Fidelity Units N/A | — | — | — | $205K | 0.5% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $158K | 0.4% | |
| American Funds American Funds New World R6 N/R | — | — | — | $157K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K N/R | — | — | — | $129K | 0.3% | |
| PGIM High Yield Fund- Class R6 N/R | — | — | — | $127K | 0.3% | |
| Fidelity Cash N/R | — | — | — | $126K | 0.3% | |
| Calvert US Large Cap Core Responsible Index R6 N/R | — | — | — | $118K | 0.3% | |
| American Century American Century Small Cap Value Fund R6 Class N/R | — | — | — | $114K | 0.3% | |
| American Century American Century Small Cap Growth Fund R6 N/R | — | — | — | $107K | 0.3% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares N/R | — | — | — | $90K | 0.2% | |
| Fidelity Freedom Index 2025 Fund Institutional Pr N/R | — | — | — | $64K | 0.2% | |
| DFA Investment Grade Portfolio Institutional Class N/R | — | — | — | $56K | 0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Pr N/R | — | — | — | $48K | 0.1% | |
| Fidelity Mutual Funds N/R | — | — | — | $35K | <0.1% | |
| Calvert Bond Fund Class R6 N/R | — | — | — | $27K | <0.1% |
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