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Original filing (PDF)20260206195935NAL0003424419001
SENSOR TOWER, INC.
Form 5500
FILING_RECEIVED
SENSORTOWER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.7 mo
Active participants
196
Accounts w/ balance
422
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
89
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENSOR TOWER, INC..
Plan sponsor
Name
SENSOR TOWER, INC.
EIN
46-2301305
Address
2261 MARKET STREET #4331 · SAN FRANCISCO, CA · 94114
Phone
(415) 867-6982
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2026-02-06
Pension benefit codes
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
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $8K | — |
Investments
30 direct securities · 6 pooled funds· $22.0M(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
$19.2M
30 holdings
Common Collective Trust
$2.8M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Instl Prem Fund | — | — | — | $3.9M | 17.6% | |
| Fidelity Freedom Index 2055 Instl Prem Fund | — | — | — | $2.7M | 12.4% | |
| Fidelity 500 Index Fund | — | — | — | $2.5M | 11.6% | |
| Fidelity Freedom Index 2045 Instl Prem Fund | — | — | — | $2.5M | 11.3% | |
| Fidelity Freedom Index 2060 Instl Prem Fund | — | — | — | $2.4M | 10.8% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $1.4M | 6.5% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $1.4M | 6.4% | |
| Fidelity Total Market Index Fund | — | — | — | $806K | 3.7% | |
| Fidelity Freedom Index 2040 Instl Prem Fund | — | — | — | $790K | 3.6% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $519K | 2.4% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $450K | 2.0% | |
| Fidelity Freedom Index 2035 Instl Prem Fund | — | — | — | $330K | 1.5% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $327K | 1.5% | |
| Empower Guaranteed Investment Contract | — | — | — | $224K | 1.0% | |
| JP Morgan Equity Income Fund R6 | — | — | — | $193K | 0.9% | |
| Fidelity Freedom Index 2065 Instl Prem Fund | — | — | — | $172K | 0.8% | |
| Fidelity US Bond Index Fund | — | — | — | $162K | 0.7% | |
| Fidelity International Index Fund | — | — | — | $158K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $128K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $125K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund Z | — | — | — | $118K | 0.5% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $108K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $107K | 0.5% | |
| Lord Abbett Developing Growth Fund | — | — | — | $85K | 0.4% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $74K | 0.3% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $51K | 0.2% | |
| Blackrock High Yield Bond Portfolio K | — | — | — | $46K | 0.2% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $39K | 0.2% | |
| maturities) | — | — | — | $39K | 0.2% | |
| PIMCO RAE US Small Instl Fund | — | — | — | $32K | 0.1% | |
| JP Morgan International Equity Fund R6 | — | — | — | $24K | 0.1% | |
| Blackrock Strategic Global Bond K | — | — | — | $22K | <0.1% | |
| Fidelity Freedom Index 2030 Instl Prem Fund | — | — | — | $21K | <0.1% | |
| Fidelity Freedom Index Income Instl Fund | — | — | — | $10K | <0.1% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2025 Instl Prem Fund | — | — | — | $4K | <0.1% |
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