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Original filing (PDF)20250801140019NAL0003225731001
INFLUXDATA INC.
Form 5500
FILING_RECEIVED
INFLUXDATA INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
122
Accounts w/ balance
170
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
38 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 INFLUXDATA INC..
Plan sponsor
Name
INFLUXDATA INC.
EIN
46-1726908
Address
548 MARKET ST. PMB 77953 · SAN FRANCISCO, CA · 94104
Phone
(415) 295-1901
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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
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 | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $2K | — |
Investments
32 direct securities · 6 pooled funds· $10.1M(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
$9.4M
32 holdings
Common Collective Trust
$622K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.8M | 18.1% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $996K | 9.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $978K | 9.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $752K | 7.5% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $646K | 6.4% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $589K | 5.9% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $513K | 5.1% | |
| Fidelity Freedom Index Income Fund Mutual Fund 134 * Fidelity Large Cap Growth Fund Mutual Fund | — | — | — | $472K | 4.7% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $433K | 4.3% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $395K | 3.9% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $359K | 3.6% | |
| BlackRock High Yield Bond Portfolio Mutual Fund | — | — | — | $221K | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $204K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $193K | 1.9% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $188K | 1.9% | |
| Key Guaranteed Portfolio Fund Fixed Annuity | — | — | — | $175K | 1.7% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund | — | — | — | $172K | 1.7% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $120K | 1.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $116K | 1.2% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $114K | 1.1% | |
| PIMCO RAE US Small Fund Mutual Fund | — | — | — | $88K | 0.9% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $75K | 0.7% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $64K | 0.6% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $47K | 0.5% | |
| American Funds Bond Fund of America Fund Mutual Fund | — | — | — | $42K | 0.4% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $40K | 0.4% | |
| American Century Small Cap Growth Fund Mutual Fund | — | — | — | $38K | 0.4% | |
| MFS Value Fund Mutual Fund | — | — | — | $35K | 0.4% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $34K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $32K | 0.3% | |
| American Century Real Estate Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| JPMorgan International Equity Fund Mutual Fund | — | — | — | $17K | 0.2% | |
| Participant Loans/Notes receivable from participants 9.50% | — | — | — | $16K | 0.2% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $14K | 0.1% | |
| Fidelity U.S. Sustainability Index Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| PGIM Global Total Return Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| American Century Mid Cap Value Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $4K | <0.1% |
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