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Original filing (PDF)20250925132205NAL0003559379001
UDACITY
Form 5500
FILING_RECEIVED
UDACITY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
362
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
34 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UDACITY.
Plan sponsor
Name
UDACITY
EIN
45-2674088
Address
2440 W. EL CAMINO REAL · SUITE 600 · MOUNTAIN VIEW, CA · 94040
Phone
(650) 938-9090
Industry
Educational 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
2025-09-25
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)
3H · Sponsor in controlled / affiliated group
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 | $6K | — |
Investments
34 direct securities· $20.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.0M | 14.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.9M | 14.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.7M | 13.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.3M | 11.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.4M | 7.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.2M | 6.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $821K | 4.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $752K | 3.8% | |
| Fidelity Contrafund Fund Fidelity 0 | — | — | — | $659K | 3.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $539K | 2.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $467K | 2.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $356K | 1.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $301K | 1.5% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $268K | 1.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $257K | 1.3% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $243K | 1.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $189K | 0.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $188K | 0.9% | |
| AMG Yacktman Fund I AMG 0 | — | — | — | $185K | 0.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $178K | 0.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $165K | 0.8% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $163K | 0.8% | |
| Vanguard FTSE Emerging Markets ETF Vanguard 0 | — | — | — | $157K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $120K | 0.6% | |
| Victory Sycamore Established Value I Victory 0 | — | — | — | $91K | 0.5% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $69K | 0.3% | |
| Buffalo Small Cap Growth Instl Buffalo 0 | — | — | — | $61K | 0.3% | |
| BlackRock Global Allocation Instl BlackRock 0 | — | — | — | $52K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $47K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $45K | 0.2% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $36K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $24K | 0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $3K | <0.1% |