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Original filing (PDF)20250925114555NAL0009141536001
SISENSE, INC.
Form 5500
FILING_RECEIVED
SISENSE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
344
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 74% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SISENSE, INC..
Plan sponsor
Name
SISENSE, INC.
EIN
45-3944753
Address
1359 BROADWAY, 4TH FL. · NEW YORK, NY · 100188339
Phone
(646) 432-1507
Industry
Custom Computer Programming· 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
2025-09-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SVCS (WF ADVS) | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $103K | — |
Investments
27 direct securities · 3 pooled funds· $21.1M(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
$17.3M
27 holdings
Pooled Separate Account
$3.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2055 R6 Fund " | — | — | — | $3.7M | 18.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.9M | 14.3% | |
| American Funds Target Date Retirement 2050 R6 Fund " | — | — | — | $2.7M | 13.3% | |
| American Funds Target Date Retirement 2045 R6 Fund " | — | — | — | $2.2M | 10.7% | |
| American Funds Target Date Retirement 2060 R6 Fund " | — | — | — | $1.7M | 8.4% | |
| Fidelity Advisor Growth Opportunities Z Fund " | — | — | — | $1.5M | 7.5% | |
| American Funds Target Date Retirement 2040 R6 Fund " | — | — | — | $1.5M | 7.1% | |
| American Funds Target Date Retirement 2035 R6 Fund " | — | — | — | $758K | 3.7% | |
| Principal Global Investors Mid Cap S&P 400 Index " | — | — | — | $624K | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $624K | 3.1% | |
| MFS Research International R6 Fund " | — | — | — | $454K | 2.2% | |
| American Funds Target Date Retirement 2030 R6 Fund " | — | — | — | $245K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $239K | 1.2% | |
| American Funds Target Date Retirement 2065 R6 Fund " | — | — | — | $213K | 1.0% | |
| JP Morgan Equity Income R6 Fund " | — | — | — | $185K | 0.9% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $185K | 0.9% | |
| Vanguard Federal Money Market Fund Mutual fund | — | — | — | $184K | 0.9% | |
| Janus Henderson Enterprise N Fund " | — | — | — | $160K | 0.8% | |
| AB Small Cap Growth Portfolio Z Fund " | — | — | — | $157K | 0.8% | |
| JP Morgan Emerging Markets Equity R6 Fund " | — | — | — | $154K | 0.8% | |
| American Century Small Cap Value R6 Fund " | — | — | — | $129K | 0.6% | |
| American Funds Target Date Retirement 2020 R6 Fund " | — | — | — | $124K | 0.6% | |
| Participant Loans (6.50% - 9.50%) - | — | — | — | $76K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Fund " | — | — | — | $75K | 0.4% | |
| (E) | — | — | — | $56K | 0.3% | |
| Janus Henderson Balanced N Fund " | — | — | — | $56K | 0.3% | |
| Thornburg Strategic Income R6 Fund " | — | — | — | $52K | 0.3% | |
| American Funds Target Date Retirement 2025 R6 Fund " | — | — | — | $48K | 0.2% | |
| (E) | — | — | — | $48K | 0.2% | |
| American Funds The Bond Fund of America R6 Fund " | — | — | — | $39K | 0.2% |
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