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Original filing (PDF)20250818050858NAL0000918577001
ITERABLE, INC.
Form 5500
FILING_RECEIVED
ITERABLE 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
481
Accounts w/ balance
698
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
34 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2055" is 28% of plan.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITERABLE, INC..
Plan sponsor
Name
ITERABLE, INC.
EIN
46-2289594
Address
2261 MARKET STREET #5212 · SAN FRANCISCO, CA · 94114
Phone
(415) 483-5375
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
2025-08-18
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)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
33 direct securities· $44.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $12.4M | 27.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $8.3M | 18.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $4.5M | 9.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.3M | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.2M | 7.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.9M | 6.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.3M | 5.0% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $955K | 2.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $833K | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $688K | 1.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $575K | 1.3% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $556K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $500K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $376K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $286K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $269K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $253K | 0.6% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $210K | 0.5% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $129K | 0.3% | |
| VAN TARGET RETIRE 2020 35 REGISTERED INVESTMENT COMPANY AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $114K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $87K | 0.2% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $72K | 0.2% | |
| IMPAX SUSTAINABLE ALLOC INST | Registered Investment Companies | — | — | $71K | 0.2% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $59K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $54K | 0.1% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $52K | 0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $47K | 0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $34K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $34K | <0.1% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $23K | <0.1% | |
| NUVEEN CORE IMPACT BOND R6 | Registered Investment Companies | — | — | $18K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $15K | <0.1% |