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Original filing (PDF)20250606122700NAL0012652977001
UBER TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
UBER TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
10,277
Accounts w/ balance
17,252
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
21 pooled trusts
Schedule D
26 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
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UBER TECHNOLOGIES, INC..
Plan sponsor
Name
UBER TECHNOLOGIES, INC.
EIN
45-2647441
Address
1725 3RD STREET · SAN FRANCISCO, CA · 94158
Phone
(415) 579-3346
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
GLOBAL BENEFITS COMMITTEE
EIN
45-2647441
City
SAN FRANCISCO, CA
Phone
(415) 579-3346
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-06
Pension benefit codes
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS 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 | $323K | — |
Investments
9 direct securities · 21 pooled funds· $1.5B(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.
Common Collective Trust
$1.3B
21 holdings
Uncategorized
$241.9M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $311.1M | 21.9% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $257.1M | 18.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $200.6M | 14.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $130.9M | 9.2% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $116.3M | 8.2% | |
| BrokerageLink Self-directed brokerage account | — | — | — | $77.7M | 5.5% | |
| Fidelity Contrafund K6 Fund Mutual Fund | — | — | — | $69.2M | 4.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $60.9M | 4.3% | |
| State Street Russell Small Mid Cap Index Common/collective Trust | — | — | — | $35.0M | 2.5% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $35.0M | 2.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $32.7M | 2.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $24.1M | 1.7% | |
| BlackRock Russell 2500 Index Fund Common/collective Trust | — | — | — | $20.8M | 1.5% | |
| BTC R2500 ALPH TLT T BLACKROCK INST. TRUST COMPANY, N. A · EIN 86-3745677 / PN 002 | Common Collective Trust | — | — | $20.8M | 1.5% | |
| State Street Global All Cap Equity Ex-U.S. Index Common/collective Trust | — | — | — | $19.5M | 1.4% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $19.5M | 1.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $13.4M | 0.9% | |
| BLACKROCK EQ DIVD BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4640003 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $10.6M | 0.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.5% | |
| Participant loans Interest rates ranging from 4.25% to 9.5% 0 | — | — | — | $5.0M | 0.4% | |
| Acadian All Country World ex U.S. Equity CIT Fund Common/collective Trust | — | — | — | $4.0M | 0.3% | |
| ACAD ACW EX-US EQ F SEI TRUST COMPANY · EIN 06-1271230 / PN 081 | Common Collective Trust | — | — | $4.0M | 0.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.2% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| FIAM CORE PLUS CL M FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $841K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $155K | <0.1% |