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Original filing (PDF)20251010155309NAL0019016786001
AMPLITUDE, INC.
Form 5500
FILING_RECEIVED
AMPLITUDE, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
562
Accounts w/ balance
681
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
32 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMPLITUDE, INC..
Plan sponsor
Name
AMPLITUDE, INC.
EIN
45-3937349
Address
201 3RD ST., STE. 200 · SAN FRANCISCO, CA · 94103
Phone
(817) 718-4093
Industry
Professional & Technical 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $25K | — |
Investments
32 direct securities· $44.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2055 K6 Mutual fund | — | — | — | $9.2M | 20.6% | |
| FID 500 INDEX Mutual fund | — | — | — | $8.9M | 20.0% | |
| FID FREEDOM 2060 K6 Mutual fund | — | — | — | $7.3M | 16.4% | |
| FID FREEDOM 2050 K6 Mutual fund | — | — | — | $4.8M | 10.7% | |
| FID FREEDOM 2040 K6 Mutual fund | — | — | — | $2.2M | 5.0% | |
| FID FREEDOM 2045 K6 Mutual fund | — | — | — | $2.1M | 4.7% | |
| FID FREEDOM 2035 K6 Mutual fund | — | — | — | $2.0M | 4.5% | |
| FID FREEDOM 2065 K6 Mutual fund | — | — | — | $1.6M | 3.7% | |
| FID MID CAP IDX Mutual fund | — | — | — | $971K | 2.2% | |
| MFS GROWTH R6 Mutual fund | — | — | — | $887K | 2.0% | |
| FID SM CAP IDX Mutual fund | — | — | — | $644K | 1.4% | |
| FID GLB EX US IDX Mutual fund | — | — | — | $621K | 1.4% | |
| AF AMER MUTUAL R6 Mutual fund | — | — | — | $492K | 1.1% | |
| FID SM CAP VAL IDX Mutual fund | — | — | — | $296K | 0.7% | |
| FID FREEDOM 2030 K6 Mutual fund | — | — | — | $287K | 0.6% | |
| TRP COMM & TECHN I Mutual fund | — | — | — | $265K | 0.6% | |
| HOOD RIVER SMCP GR R Mutual fund | — | — | — | $263K | 0.6% | |
| AF NEW WORLD R6 Mutual fund | — | — | — | $207K | 0.5% | |
| MFS MID CAP GRTH R6 Mutual fund | — | — | — | $194K | 0.4% | |
| FID GOVT MMKT K6 Money market fund | — | — | — | $182K | 0.4% | |
| Notes receivable from participants interest rates ranging from 4.25% to 9.50% - | — | — | — | $160K | 0.4% | |
| DODGE & COX INCOME X Mutual fund | — | — | — | $148K | 0.3% | |
| MFS MID CAP VALUE R6 Mutual fund | — | — | — | $139K | 0.3% | |
| C&S REALTY SHARES Z Mutual fund | — | — | — | $113K | 0.3% | |
| PGIM J UTILITY R6 Mutual fund | — | — | — | $95K | 0.2% | |
| BNYM NAT RES Y Mutual fund | — | — | — | $94K | 0.2% | |
| VRS INTL FUND Y Mutual fund | — | — | — | $84K | 0.2% | |
| PIM REAL RETURN INST Mutual fund | — | — | — | $80K | 0.2% | |
| FID FREEDOM 2025 K6 Mutual fund | — | — | — | $78K | 0.2% | |
| DFA INTL SMALL CO I Mutual fund | — | — | — | $69K | 0.2% | |
| FID FREEDOM INC K6 Mutual fund | — | — | — | $56K | 0.1% | |
| TA SHORT-TERM BND R6 Mutual fund | — | — | — | $6K | <0.1% |
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