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Original filing (PDF)20250805142035NAL0001276019001
CLOUDBEES INC.
Form 5500
FILING_RECEIVED
CLOUDBEES 401(K) PLAN
401(k) retirement plan
Active participants
221
Accounts w/ balance
311
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
33 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
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOUDBEES INC..
Plan sponsor
Name
CLOUDBEES INC.
EIN
46-0524790
Address
16192 COASTAL HIGHWAY · LEWES, DE · 19958
Phone
(408) 805-3552
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
2025-08-05
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
SILICON VALLEY ACCOUNTANCY CORPORAT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | — | SAN JOSE, CA | AUDITOR | $9K | — |
Investments
32 direct securities· $25.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.5M | 13.2% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $3.0M | 11.2% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $2.4M | 9.2% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $2.2M | 8.3% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $2.0M | 7.4% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $1.6M | 6.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $1.6M | 5.9% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $1.5M | 5.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $1.3M | 5.0% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $1.1M | 4.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $766K | 2.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $619K | 2.3% | |
| Putnam Large Cap Value Fund Mutual Fund | — | — | — | $434K | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $411K | 1.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $400K | 1.5% | |
| Empower Investments Fixed Account Fixed Account | — | — | — | $364K | 1.4% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $334K | 1.3% | |
| American Funds Bond Fund of America Fd Mutual Fund | — | — | — | $317K | 1.2% | |
| MFS International Equity Fund Mutual Fund | — | — | — | $286K | 1.1% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $233K | 0.9% | |
| PARTICIPANT LOANS VARIOUS | — | — | $209K | $209K | 0.8% | |
| participants 9.50% | — | — | — | $209K | 0.8% | |
| PIMCO RAE US Small Fund Mutual Fund | — | — | — | $202K | 0.8% | |
| American Funds New World Fund Mutual Fund | — | — | — | $181K | 0.7% | |
| American Funds Inflation Linked Bond Fd Mutual Fund | — | — | — | $134K | 0.5% | |
| Cohen & Steers Realty Shares Fund Mutual Fund | — | — | — | $119K | 0.4% | |
| Principal MidCap Value Fund Mutual Fund | — | — | — | $108K | 0.4% | |
| Buffalo Small Cap Institutional Fund Mutual Fund | — | — | — | $89K | 0.3% | |
| PGIM High-Yield Fund Mutual Fund | — | — | — | $48K | 0.2% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $47K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $44K | 0.2% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $7K | <0.1% |
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