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Original filing (PDF)20250730151354NAL0006962368001
PANTHEON SYSTEMS, INC.
Form 5500
FILING_RECEIVED
PANTHEON SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
384
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
29 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANTHEON SYSTEMS, INC..
Plan sponsor
Name
PANTHEON SYSTEMS, INC.
EIN
35-2387089
Address
717 CALIFORNIA STREET · 2ND FLOOR · SAN FRANCISCO, CA · 94108
Phone
(650) 770-0077
Industry
Data Processing, Hosting· 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
2025-07-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
29 direct securities· $19.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.0M | 15.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.9M | 14.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.5M | 12.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.2M | 11.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.6M | 8.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.5M | 7.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.2M | 5.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $971K | 5.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $717K | 3.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $452K | 2.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $397K | 2.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $320K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $320K | 1.6% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $308K | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $271K | 1.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $264K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $168K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $133K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $128K | 0.7% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $84K | 0.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $71K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $29K | 0.2% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $26K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $21K | 0.1% | |
| BlackRock Mid-Cap Value K BlackRock 0 | — | — | — | $15K | <0.1% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| PIMCO RAE US Small Instl PIMCO 0 | — | — | — | $4K | <0.1% |
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