How big is Formagrid Inc. DBA Airtable's plan?

Formagrid Inc. DBA Airtable's plan reported $72.2M in assets and 582 participants for 2024.

Original filing (PDF)20250826162632NAL0008856977001

Formagrid Inc. DBA Airtable

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

Form 5500

FILING_RECEIVED

Airtable 401(k) Plan

401(k) retirement plan · Formagrid Inc. DBA Airtable's Airtable 401(k) Plan held $72.2M in plan assets for 582 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate participant contributionsCorrective distributions issued

Active participants

582

Accounts w/ balance

1,090

Plan assets (EOY)

$72.2M

Net assets (EOY)

$72.2M

People on this filing

Javier Gonzalez signed Formagrid Inc. DBA Airtable's 2024 Form 5500 as plan administrator.

Javier Gonzalez — 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

Formagrid Inc. DBA Airtable's EIN is 46-2070030.

EIN 46-2070030

Plan number 001

Plan year 2024

ACK ID 20250826162632NAL0008856977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Formagrid Inc. DBA Airtable from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

FORMAGRID INC DBA AIRTABLE

EIN

all filings

Address

1 FRONT STREET · FLOOR-28 · SAN FRANCISCO, CA · 94111

Phone

(401) 439-6357

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

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total 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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

32 direct securities· $72.2M(100% of reported assets)

Mutual Funds

$49.4M

16 holdings

Common Collective Trusts

$19.5M

8 holdings

Other securities

$3.3M

8 holdings

					% of plan
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$16.3M	22.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$14.4M	20.0%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$11.8M	16.3%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$9.8M	13.5%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$6.0M	8.3%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.2M	3.0%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$2.0M	2.8%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.8M	2.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$945K	1.3%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$809K	1.1%
JPMorgan Equity Income Fund Class R6 Mutual Fund	Other securities	—	—	$471K	0.7%
PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$363K	0.5%
AB Small Cap Growth Portfolio Class Z Mutual Fund	Other securities	—	—	$352K	0.5%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$347K	0.5%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$311K	0.4%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$268K	0.4%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$211K	0.3%
Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$180K	0.2%
DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$171K	0.2%
Fidelity Government Money Market Fund Class K6 Money Market Fund	Mutual Funds	—	—	$156K	0.2%
MFS International Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$144K	0.2%
Cohen & Steers Instl Realty Shares Mutual Fund	Other securities	—	—	$140K	0.2%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$138K	0.2%
maturities through August 2029	Other securities	—	—	$77K	0.1%
American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$70K	<0.1%
Virtus NFJ Mid-Cap Value Fund Mutual Fund	Other securities	—	—	$40K	<0.1%
Victory Core Plus Intermediate Bond Class R6 Mutual Fund	Other securities	—	—	$20K	<0.1%
Fidelity Freedom Index Income Fund Investor Class Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Fidelity Freedom Index 2070 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Freedom Index 2015 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3K	<0.1%