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Original filing (PDF)20251015155703NAL0002590803001
TREASURE DATA, INC.
Form 5500
FILING_RECEIVED
TREASURE DATA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
223
Accounts w/ balance
325
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
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)
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREASURE DATA, INC..
Plan sponsor
Name
TREASURE DATA, INC.
EIN
45-2602506
Address
800 W EL CAMINO READ SUITE 180 · MOUNTAIN VIEW, CA · 94043
Phone
(866) 899-5386
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $16K | — |
Investments
29 direct securities · 1 pooled fund· $24.8M(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
$24.2M
29 holdings
Common Collective Trust
$615K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.9M | 19.7% | |
| MassMutual Select T.Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $3.4M | 13.6% | |
| MassMutual Select T.Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $2.2M | 8.9% | |
| MassMutual Select T.Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $2.0M | 8.3% | |
| MassMutual Select T.Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $1.8M | 7.4% | |
| MassMutual Select T.Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $1.5M | 6.1% | |
| JPMorgan International Equity Fund Mutual Fund | — | — | — | $1.0M | 4.1% | |
| MassMutual Select T.Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $966K | 3.9% | |
| MassMutual Select T.Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $767K | 3.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $722K | 2.9% | |
| MFS Growth Fund Mutual Fund | — | — | — | $698K | 2.8% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $615K | 2.5% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $544K | 2.2% | |
| Fidelity Mid-Cap Index Fund Mutual Fund | — | — | — | $522K | 2.1% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $450K | 1.8% | |
| MFS Mid-Cap Value Fund Mutual Fund | — | — | — | $436K | 1.8% | |
| Empower Investment Fixed Account Guaranteed investment contract | — | — | — | $380K | 1.5% | |
| JPMorgan Mid-Cap Growth Fund Mutual Fund | — | — | — | $347K | 1.4% | |
| MassMutual Select T.Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $269K | 1.1% | |
| Fidelity U.S. Bond Fund Mutual Fund | — | — | — | $241K | 1.0% | |
| BlackRock Total Return Fund Mutual Fund | — | — | — | $219K | 0.9% | |
| ABC Small Cap Growth Fund Mutual Fund | — | — | — | $188K | 0.8% | |
| JPMorgan Small Cap Value Fund Mutual Fund | — | — | — | $139K | 0.6% | |
| PGIM High-Yield Fund Mutual Fund | — | — | — | $117K | 0.5% | |
| Allspring Special Small Cap Value Fund Mutual Fund | — | — | — | $92K | 0.4% | |
| MassMutual Select T.Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $65K | 0.3% | |
| various maturities through 2027 | — | — | — | $57K | 0.2% | |
| MassMutual Select T.Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $38K | 0.2% | |
| MassMutual Select T.Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| MassMutual Select T.Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $13K | <0.1% |