How big is Notion Labs, Inc.'s plan?

Notion Labs, Inc.'s plan reported $52.2M in assets and 660 participants for 2024.

Original filing (PDF)20251009115229NAL0006532529001

Notion Labs, Inc.

Name: Notion Labs, Inc. — Notion Labs, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Notion Labs, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Notion Labs, Inc. 401(k) Plan

401(k) retirement plan · Notion Labs, Inc.'s Notion Labs, Inc. 401(k) Plan held $52.2M in plan assets for 660 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

25% in single holdingCorrective distributions issued

Active participants

660

Accounts w/ balance

744

Plan assets (EOY)

$52.2M

Net assets (EOY)

$52.2M

People on this filing

VINA Levin signed Notion Labs, Inc.'s 2024 Form 5500 as plan administrator.

VINA Levin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Notion Labs, Inc.'s EIN is 45-5580473.

EIN 45-5580473

Plan number 001

Plan year 2024

ACK ID 20251009115229NAL0006532529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Notion Labs, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Notion Labs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

NOTION LABS, INC.

EIN

all filings

Address

2300 HARRISON ST · SAN FRANCISCO, CA · 941102013

Phone

(650) 825-5401

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-09

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)

2S · Automatic enrollment

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Investments

30 direct securities· $52.1M(100% of reported assets)

Mutual Funds

$37.5M

16 holdings

Common Collective Trusts

$14.1M

9 holdings

Other securities

$470K

5 holdings

					% of plan
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$13.0M	25.0%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$11.1M	21.2%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$7.8M	14.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.1M	11.6%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.3M	6.4%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	5.6%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	3.7%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	2.3%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	2.2%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$478K	0.9%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$442K	0.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$431K	0.8%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$418K	0.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$337K	0.6%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$223K	0.4%
PIMCO RAE US Small Fund Mutual Fund	Mutual Funds	—	—	$178K	0.3%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$157K	0.3%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$152K	0.3%
JPMorgan Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$111K	0.2%
MFS International Equity Fund Mutual Fund	Mutual Funds	—	—	$109K	0.2%
Fidelity International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$101K	0.2%
Principal MidCap Value Fund Mutual Fund	Other securities	—	—	$97K	0.2%
American Funds The Bond Fund of America Mutual Fund	Mutual Funds	—	—	$80K	0.2%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$73K	0.1%
Cohen & Steers Institutional Realty Shares Fd Mutual Fund	Other securities	—	—	$56K	0.1%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$55K	0.1%
Buffalo Small Cap Growth Fund Mutual Fund	Other securities	—	—	$48K	<0.1%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$18K	<0.1%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$15K	<0.1%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%