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Original filing (PDF)20251015133842NAL0009512322001
DIGITALOCEAN, LLC
Form 5500
FILING_RECEIVED
DIGITALOCEAN, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
514
Accounts w/ balance
832
Plan assets (EOY)
$87.2M
Net assets (EOY)
$87.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIGITALOCEAN, LLC.
Plan sponsor
Name
DIGITALOCEAN, LLC
EIN
38-4017666
Address
101 AVENUE OF THE AMERICAS · NEW YORK, NY · 10013
Phone
(646) 918-5059
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER ,PLLC
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 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $86.9M(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
$86.4M
25 holdings
Common Collective Trust
$497K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $18.2M | 20.9% | |
| American Funds Target Date 2050 Fund " | — | — | — | $15.6M | 17.9% | |
| American Funds Target Date 2045 Fund " | — | — | — | $11.6M | 13.3% | |
| American Funds Target Date 2055 Fund " | — | — | — | $10.1M | 11.5% | |
| American Funds Target Date 2060 Fund " | — | — | — | $5.1M | 5.8% | |
| American Funds Target Date 2040 Fund " | — | — | — | $5.0M | 5.7% | |
| American Funds Target Date 2035 Fund " | — | — | — | $3.8M | 4.3% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $2.3M | 2.6% | |
| American Funds Target Date 2020 Fund " ** 6 American Funds Target Date 2030 Fund " | — | — | — | $2.1M | 2.4% | |
| Fidelity Small Cap Index Fund " | — | — | — | $1.9M | 2.2% | |
| Fidelity International Index Fund " | — | — | — | $1.8M | 2.1% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $1.8M | 2.0% | |
| Fidelity Government Money Market Fund " ** 239 * Fidelity US Bond Index Fund " | — | — | — | $1.6M | 1.8% | |
| Janus Henderson Enterprise Fund " | — | — | — | $1.3M | 1.4% | |
| Dodge & Cox Stock Fund Class X " | — | — | — | $896K | 1.0% | |
| Victory Sycamore Established Value Fund " | — | — | — | $784K | 0.9% | |
| Fidelity Advisor Small Cap Growth Fund " | — | — | — | $686K | 0.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $497K | 0.6% | |
| American Funds Target Date 2025 Fund " | — | — | — | $471K | 0.5% | |
| American Funds New World Fund " | — | — | — | $433K | 0.5% | |
| Victory Sycamore Small Cap Opportunities Fund Mutual fund | — | — | — | $343K | 0.4% | |
| American Funds Europacific Growth Fund " | — | — | — | $309K | 0.4% | |
| Fidelity Advisor Total Bond Fund " | — | — | — | $229K | 0.3% | |
| American Funds Target Date 2010 Fund " | — | — | — | $124K | 0.1% | |
| Neuberger Berman Strategic Income Fund " | — | — | — | $114K | 0.1% | |
| American Funds Target Date 2015 Fund " | — | — | — | $73K | <0.1% |
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