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Original filing (PDF)20250801130243NAL0003791731001
MEDABLE, INC.
Form 5500
FILING_RECEIVED
MEDABLE 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
166
Accounts w/ balance
347
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
78
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual Fund" is 43% of plan.
- 45 bps in Schedule C fees — 55% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDABLE, INC..
Plan sponsor
Name
MEDABLE, INC.
EIN
46-0870262
Address
525 UNIVERSITY AVE · A70 · PALO ALTO, CA · 94301
Phone
(877) 820-6259
Industry
Data Processing, Hosting· 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
2025-08-01
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
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 | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $63K | — |
Investments
19 direct securities · 11 pooled funds· $20.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.8M
19 holdings
Common Collective Trust
$3.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9.0M | 43.4% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $3.7M | 17.9% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.2M | 6.0% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $1.0M | 4.9% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $966K | 4.7% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $572K | 2.8% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $549K | 2.6% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $482K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $233K | 1.1% | |
| FlexPATH Index Moderate Retirement Fund Common Collective Trust | — | — | — | $206K | 1.0% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $206K | 1.0% | |
| Participant loans Interest rates from 4.25% to 8.50% | — | — | — | $169K | 0.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $168K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $160K | 0.8% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $136K | 0.7% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $133K | 0.6% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | — | — | — | $90K | 0.4% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $89K | 0.4% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $66K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $59K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $49K | 0.2% | |
| Calvert Bond Fund Mutual Fund | — | — | — | $45K | 0.2% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $45K | 0.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $39K | 0.2% | |
| PIMCO Long-Term Credit Bond Fund Mutual Fund | — | — | — | $19K | <0.1% | |
| Calvert International Responsible Index Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $14K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |