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Original filing (PDF)20260109152044NAL0011160115001
BETTERCLOUD, INC.
Form 5500
FILING_RECEIVED
BETTERCLOUD, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 1.8 mo
Active participants
83
Accounts w/ balance
182
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
35 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
93
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETTERCLOUD, INC..
Plan sponsor
Name
BETTERCLOUD, INC.
EIN
45-3693669
Address
169 MADISON AVENUE · SUITE 2674 · NEW YORK, NY · 10016
Phone
(303) 588-8297
Industry
Other Services (ex. Public Admin)see 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
2026-01-09
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
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
35 direct securities· $10.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 18.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.5M | 14.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 12.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.0M | 9.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $937K | 9.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $552K | 5.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $484K | 4.7% | |
| COL GLBL TECH GROWTH - I | Registered Investment Companies | — | — | $266K | 2.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $258K | 2.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $241K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $225K | 2.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $193K | 1.9% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $192K | 1.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $156K | 1.5% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $152K | 1.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $131K | 1.3% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $99K | 1.0% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $88K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $84K | 0.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $70K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $68K | 0.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $65K | 0.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $54K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $45K | 0.4% | |
| PRI MID CAP VALUE I - INST | Registered Investment Companies | — | — | $38K | 0.4% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $37K | 0.4% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $31K | 0.3% | |
| BUFFALO SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $21K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $14K | 0.1% | |
| AMERICAN FUNDS MORTGAGE R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| VOYA INTERM BOND I | Registered Investment Companies | — | — | $11K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $11K | 0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2K | <0.1% |
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