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Original filing (PDF)20251014185818NAL0003531745001
FIVETRAN INC.
Form 5500
FILING_RECEIVED
FIVETRAN INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
646
Accounts w/ balance
792
Plan assets (EOY)
$69.1M
Net assets (EOY)
$69.1M
How this plan invests
This plan
29 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 "Fidelity Freedom Index 2055 Fund" is 25% of plan.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVETRAN INC..
Plan sponsor
Name
FIVETRAN INC.
EIN
46-1571767
Address
405 14TH STREET · SUITE 1050 · OAKLAND, CA · 94612
Phone
(720) 363-5226
Industry
Software Publishers· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FRANKRIMERMAN COLLP
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 | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $23K | — |
Investments
29 direct securities· $69.1M(100% of reported assets)
Uncategorized
$68.4M
28 holdings
Mutual Funds
$747K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund | — | — | — | $17.3M | 25.0% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $10.7M | 15.5% | |
| Fidelity 500 Index Fund | — | — | — | $9.7M | 14.0% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $8.5M | 12.3% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $4.6M | 6.7% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $3.7M | 5.3% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $3.3M | 4.8% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $2.8M | 4.0% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $1.4M | 2.0% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $1.0M | 1.5% | |
| Fidelity International Index Fund | — | — | — | $826K | 1.2% | |
| s: ** Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $747K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $729K | 1.1% | |
| Vanguard Equity Income Fund | — | — | — | $690K | 1.0% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $655K | 0.9% | |
| Participant loans receivable - 26 loans outstanding with interest rates ranging from 4.25% to 9.50% - | — | — | — | $480K | 0.7% | |
| Fidelity Government Money Market Fund | — | — | — | $394K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $379K | 0.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $300K | 0.4% | |
| Victory Government Securities Fund | — | — | — | $187K | 0.3% | |
| Fidelity Brokeragelink Common Stock | — | — | — | $165K | 0.2% | |
| American Funds New World Fund | — | — | — | $153K | 0.2% | |
| Fidelity Brokeragelink External Fund | — | — | — | $142K | 0.2% | |
| Allspring Small Company Growth Fund | — | — | — | $101K | 0.1% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $81K | 0.1% | |
| Fidelity Brokeragelink Unit | — | — | — | $79K | 0.1% | |
| Fidelity Brokeragelink Fidelity Fund | — | — | — | $53K | <0.1% | |
| Fidelity Freedom Index Income Fund | — | — | — | $10K | <0.1% | |
| Fidelity Brokeragelink Cash | — | — | — | $7K | <0.1% |