Original filing (PDF)20251015093654NAL0004196753001

GRAMMARLY, INC.

Name: GRAMMARLY, INC. — GRAMMARLY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GRAMMARLY, INC.

Form 5500

FILING_RECEIVED

GRAMMARLY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

797

Accounts w/ balance

995

Plan assets (EOY)

$58.9M

Net assets (EOY)

$58.9M

How this plan invests

This plan

1 pooled trust

Schedule D

29 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 (7 bps vs 16 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAMMARLY, INC..

Plan sponsor

Name

GRAMMARLY, INC.

EIN

45-3823133

Address

548 MARKET · UNIT 35410 · SAN FRANCISCO, CA · 94104

Phone

(719) 251-5434

Industry

Software Publishers· 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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$41K	—

Investments

29 direct securities · 1 pooled fund· $58.7M(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

$58.6M

29 holdings

Common Collective Trust

$39K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual Fund	—	—	—	$12.7M	21.6%
Fidelity Freedom Index 2055 Fund Asset Allocation Mutual Fund	—	—	—	$12.7M	21.5%
Fidelity Freedom Index 2050 Fund Asset Allocation Mutual Fund	—	—	—	$10.8M	18.3%
Fidelity Freedom Index 2045 Fund Asset Allocation Mutual Fund	—	—	—	$5.7M	9.6%
Fidelity Freedom Index 2060 Fund Asset Allocation Mutual Fund	—	—	—	$5.6M	9.5%
Fidelity Freedom Index 2040 Fund Asset Allocation Mutual Fund	—	—	—	$2.5M	4.2%
Fidelity Freedom Index 2035 Fund Asset Allocation Mutual Fund	—	—	—	$2.0M	3.3%
Fidelity Freedom Index 2065 Fund Asset Allocation Mutual Fund	—	—	—	$1.1M	1.8%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$1.1M	1.8%
T. Rowe Price Growth Stock Fund Mutual Fund	—	—	—	$979K	1.7%
Fidelity Total International Index Fund Mutual Fund	—	—	—	$900K	1.5%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$684K	1.2%
Vanguard Equity Income Fund Mutual Fund	—	—	—	$674K	1.1%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$337K	0.6%
Vanguard Treasury Money Market Fund Money Market Mutual Fund	—	—	—	$224K	0.4%
DFA Global Real Estate Securities Fund Mutual Fund	—	—	—	$115K	0.2%
American Funds Europacific Growth Fund Mutual Fund	—	—	—	$111K	0.2%
Baron Discovery Institutional Fund Mutual Fund	—	—	—	$109K	0.2%
PIMCO Total Return Fund Mutual Fund	—	—	—	$95K	0.2%
PIMCO High Yield Fund Mutual Fund	—	—	—	$83K	0.1%
Victory Small Cap Index Fund Mutual Fund	—	—	—	$78K	0.1%
Vanguard Total International Bond Fund Mutual Fund	—	—	—	$44K	<0.1%
Fidelity Inflation Prevention Bond Index Fund Mutual Fund	—	—	—	$44K	<0.1%
Fidelity Freedom Index 2030 Fund Asset Allocation Mutual Fund	—	—	—	$41K	<0.1%
Investments Invesco Stable Value Fund Collective Trust	—	—	—	$39K	<0.1%
INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$39K	<0.1%
Fidelity Freedom Index Income Fund Asset Allocation Mutual Fund	—	—	—	$30K	<0.1%
Fidelity Freedom Index 2015 Fund Asset Allocation Mutual Fund 614 * Fidelity Freedom Index 2020 Fund Asset Allocation Mutual Fund 929 * Fidelity Freedom Index 2025 Fund Asset Allocation Mutual Fund	—	—	—	$25K	<0.1%
Fidelity Freedom Index 2010 Fund Asset Allocation Mutual Fund	—	—	—	$3K	<0.1%
Fidelity Freedom Index 2070 Fund Asset Allocation Mutual Fund	—	—	—	$2K	<0.1%