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Original filing (PDF)20251013161135NAL0000817539002
BIRDEYE INC.
Form 5500
FILING_RECEIVED
BIRDEYE INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
243
Accounts w/ balance
344
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Inv "" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRDEYE INC..
Plan sponsor
Name
BIRDEYE INC.
EIN
45-4835337
Address
2479 E BAYSHORE RD · SUITE 175 · PALO ALTO, CA · 94303
Phone
(800) 561-3357
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
2025-10-13
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL, INC. | — | SAN FRANCISCO, CA | THIRD-PARTY RECORDKEEPER | $35K | — |
Investments
40 direct securities· $10.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv " | — | — | — | $2.6M | 24.9% | |
| Vanguard Target Retirement 2050 Inv " | — | — | — | $1.2M | 11.1% | |
| Vanguard Target Retirement 2045 Inv " | — | — | — | $1.2M | 10.9% | |
| Vanguard 500 Index Admiral " | — | — | — | $1.1M | 10.7% | |
| Vanguard Target Retirement 2040 Inv " | — | — | — | $1.0M | 9.6% | |
| Vanguard Growth Index Admiral " | — | — | — | $714K | 6.8% | |
| Vanguard Federal Money Market Investor Mutual fund | — | — | — | $546K | 5.2% | |
| Vanguard Info Tech ETF " | — | — | — | $520K | 4.9% | |
| Vanguard Target Retirement 2035 Inv " | — | — | — | $391K | 3.7% | |
| Vanguard Total Stock Mkt Idx Adm " | — | — | — | $212K | 2.0% | |
| Vanguard Value Index Adm " | — | — | — | $150K | 1.4% | |
| Vanguard Energy ETF " | — | — | — | $68K | 0.6% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares " ** 3 Vanguard Mid-Cap Growth Index Admiral " | — | — | — | $47K | 0.4% | |
| Vanguard FTSE Pacific ETF " | — | — | — | $46K | 0.4% | |
| Vanguard FTSE Developed Markets ETF " | — | — | — | $42K | 0.4% | |
| Vanguard Small Cap Value Index Admiral " | — | — | — | $36K | 0.3% | |
| Vanguard FTSE Emerging Market ETF " | — | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2025 Inv " | — | — | — | $33K | 0.3% | |
| Vanguard Small Cap Index Adm " | — | — | — | $31K | 0.3% | |
| Vanguard Utilities ETF " | — | — | — | $28K | 0.3% | |
| Vanguard FTSE European ETF " | — | — | — | $26K | 0.2% | |
| Vanguard Financials ETF " | — | — | — | $23K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $22K | 0.2% | |
| Vanguard Inflation-Protected Secs Inv " ** 962 Vanguard Interm-Term Bond Index Adm " | — | — | — | $21K | 0.2% | |
| Vanguard FTSE All-World Ex-US ETF " | — | — | — | $21K | 0.2% | |
| Vanguard Industrials ETF " | — | — | — | $21K | 0.2% | |
| Vanguard Total Bond Market Index Adm " | — | — | — | $20K | 0.2% | |
| Vanguard Materials ETF " | — | — | — | $14K | 0.1% | |
| Vanguard Consumer Discretionary ETF " | — | — | — | $14K | 0.1% | |
| Vanguard Consumer Staples ETF " | — | — | — | $14K | 0.1% | |
| Vanguard Total Intl Stock Index Admiral " | — | — | — | $12K | 0.1% | |
| Vanguard Short-Term Bond Index Adm " | — | — | — | $12K | 0.1% | |
| Vanguard Communication Service ETF Exchange traded fund | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2030 Inv " | — | — | — | $11K | <0.1% | |
| Vanguard Real Estate ETF " | — | — | — | $10K | <0.1% | |
| Vanguard FTSE All-World Ex-US Small Cap ETF " | — | — | — | $8K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral " | — | — | — | $8K | <0.1% | |
| Vanguard Mid Cap Index Admiral " | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2060 Inv " ** 313 Vanguard Target Retirement Income Inv " | — | — | — | $6K | <0.1% | |
| Vanguard Real Estate Index Admiral " | — | — | — | $4K | <0.1% |
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