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Original filing (PDF)20251008100545NAL0002906243001
SYSDIG, INC.
Form 5500
FILING_RECEIVED
SYSDIG 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
255
Accounts w/ balance
391
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSDIG, INC..
Plan sponsor
Name
SYSDIG, INC.
EIN
46-2395866
Address
135 MAIN STREET · 21ST FLOOR · SAN FRANCISCO, CA · 94105
Phone
(415) 872-9473
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
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SORREN CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT INSURANCE SERVICES | 80-0833114 | — | INVESTMENT ADVISOR | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PISENTI & BRINKER LLP | 94-1585562 | — | ACCOUNTANT/AUDITOR | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities· $36.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $5.6M | 15.6% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $3.6M | 10.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.2M | 8.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $3.2M | 8.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.9M | 8.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.8M | 7.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.8M | 7.6% | |
| Vanguard Extended Market Index Admiral | — | — | — | $2.7M | 7.6% | |
| JPMorgan Growth Advantage | — | — | — | $2.1M | 5.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.4M | 3.7% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.1M | 3.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.1M | 3.0% | |
| Vanguard Treasury Money Market Investor | — | — | — | $788K | 2.2% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $592K | 1.6% | |
| Various Self-directed brokerage accounts | — | — | — | $518K | 1.4% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $492K | 1.4% | |
| Notes receivable from participants Interest rates from 4.25% to 9.00% | — | — | — | $269K | 0.7% | |
| Vanguard Real Estate Index Admiral | — | — | — | $268K | 0.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $257K | 0.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $242K | 0.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $90K | 0.3% | |
| Vanguard Target Retirement 2070 | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement Income | — | — | — | $7K | <0.1% |