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Original filing (PDF)20250902185554NAL0014539329001
SOURCEGRAPH, INC.
Form 5500
FILING_RECEIVED
SOURCEGRAPH, INC. 401(K) PLAN
Defined-contribution retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
113
Accounts w/ balance
229
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2060 Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOURCEGRAPH, INC..
Plan sponsor
Name
SOURCEGRAPH, INC.
EIN
46-2629472
Address
981 MISSION ST · SAN FRANCISCO, CA · 94103
Phone
(847) 347-8478
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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities · 1 pooled fund· $7.9M(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
$7.9M
24 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.2M | 28.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.2M | 28.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.5M | 19.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $401K | 5.1% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $337K | 4.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $307K | 3.9% | |
| Fidelity 500 Index Fund | — | — | — | $271K | 3.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $224K | 2.8% | |
| Fidelity Total Market Index Fund Stock | — | — | — | $67K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $61K | 0.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $52K | 0.7% | |
| Participant loans receivable - 1 loan outstanding with an interest rate of 9.00% - | — | — | — | $30K | 0.4% | |
| Fidelity International Index Fund | — | — | — | $21K | 0.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $20K | 0.2% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $17K | 0.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $13K | 0.2% | |
| American Funds New World Fund Class R-6 | — | — | — | $13K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $11K | 0.1% | |
| Gabelli US Treasury Money Market Fund | — | — | — | $11K | 0.1% | |
| Voya Small Cap Growth Fund Class R6 | — | — | — | $11K | 0.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $9K | 0.1% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $8K | 0.1% | |
| MFS International Equity Fund Class R6 | — | — | — | $6K | <0.1% | |
| PIMCO RAE US Small Instl Fund | — | — | — | $4K | <0.1% | |
| Principal MidCap Fund Class R6 | — | — | — | $4K | <0.1% |