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Original filing (PDF)20251003163435NAL0001616673001
SALSIFY, INC
Form 5500
FILING_RECEIVED
SALSIFY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
273
Accounts w/ balance
521
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALSIFY, INC.
Plan sponsor
Name
SALSIFY, INC
EIN
45-4561673
Address
101 FEDERAL STREET · SUITE 2600 · BOSTON, MA · 02110
Phone
(844) 725-7439
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
2025-10-03
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US 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 | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $35K | — |
Investments
32 direct securities· $37.5M(100% of reported assets)
Uncategorized
$29.7M
31 holdings
Mutual Funds
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $7.8M | 20.9% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $6.0M | 16.1% | |
| Fidelity 500 Index Fund N/R | — | — | — | $5.2M | 13.8% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $3.8M | 10.0% | |
| MFS Massachusetts Investors Growth Stock Class R6 N/R | — | — | — | $2.3M | 6.1% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $2.1M | 5.6% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $2.1M | 5.5% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $1.5M | 4.0% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $1.3M | 3.4% | |
| Fidelity International Index Fund N/R | — | — | — | $572K | 1.5% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $545K | 1.5% | |
| Vanguard Equity-Income Fund Admiral Shares N/R | — | — | — | $501K | 1.3% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $454K | 1.2% | |
| American Funds American Funds American Balanced Fund Class R6 N/R | — | — | — | $431K | 1.1% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $395K | 1.1% | |
| Fidelity Total Bond K6 Fund N/R | — | — | — | $363K | 1.0% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $349K | 0.9% | |
| American Funds American Funds New Perspective Fund Class R6 N/R | — | — | — | $265K | 0.7% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $240K | 0.6% | |
| Vanguard Explorer Fund Admiral Shares N/R | — | — | — | $236K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral N/R | — | — | — | $170K | 0.5% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N N/R | — | — | — | $162K | 0.4% | |
| PIMCO Income Fund Institutional Class N/R | — | — | — | $157K | 0.4% | |
| Participant Loans * Participant Loans Notes receivable from participants, with interest $0 | — | — | — | $147K | 0.4% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Insurance Funds Voya Fixed Account N/R | — | — | — | $123K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares N/R | — | — | — | $91K | 0.2% | |
| DFA U.S. Targeted Value Portfolio Institutional Cl N/R | — | — | — | $70K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 N/R | — | — | — | $68K | 0.2% | |
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Interest-Bearing Cash * Fidelity Stable Income Fund N/R | — | — | — | $65K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Inst. N/R | — | — | — | $60K | 0.2% | |
| American Century American Century Mid Cap Value Fund R6 Class N/R | — | — | — | $44K | 0.1% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $24K | <0.1% |