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Original filing (PDF)20251015130740NAL0002457075001
PREMISE DATA CORPORATION
Form 5500
FILING_RECEIVED
PREMISE DATA 401(K) PLAN
401(k) retirement plan
Active participants
55
Accounts w/ balance
298
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
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 PREMISE DATA CORPORATION.
Plan sponsor
Name
PREMISE DATA CORPORATION
EIN
45-5294131
Address
185 BERRY STREET · SUITE 6850 · SAN FRANCISCO, CA · 94107
Phone
(646) 532-9093
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SENSIBA SAN FILIPPO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | NONE | $18K | — |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $7K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
32 direct securities· $10.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.4M | 13.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 12.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 11.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.1M | 10.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.0M | 9.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $891K | 8.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $544K | 5.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $458K | 4.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $406K | 4.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $244K | 2.4% | |
| (CL) Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $230K | 2.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $229K | 2.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $187K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $153K | 1.5% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $128K | 1.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $114K | 1.1% | |
| Putnam International Value R6 Putnam 0 | — | — | — | $105K | 1.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $66K | 0.6% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $59K | 0.6% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $54K | 0.5% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $54K | 0.5% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $53K | 0.5% | |
| Calvert Balanced Fund I Calvert 0 | — | — | — | $49K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $41K | 0.4% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $32K | 0.3% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $29K | 0.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $25K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $21K | 0.2% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | 0.2% | |
| MFS Value R6 MFS 0 | — | — | — | $16K | 0.2% |
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