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Original filing (PDF)20250918140604NAL0000698451001
DATAROBOT, INC
Form 5500
FILING_RECEIVED
DATAROBOT 401(K) PLAN
401(k) retirement plan
Active participants
353
Accounts w/ balance
778
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATAROBOT, INC.
Plan sponsor
Name
DATAROBOT, INC
EIN
46-2709418
Address
225 FRANKLIN STREET · 13TH FLOOR · BOSTON, MA · 02110
Phone
(617) 765-4500
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
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
GRAY GRAY GRAY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORD KEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | BROKER DEALER OF ADVISOR | $80K | — |
Investments
37 direct securities· $47.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $6.4M | 13.5% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $6.3M | 13.2% | |
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $5.9M | 12.4% | |
| Vanguard Total Stock Market Index Adm Registered Investment Company | — | — | — | $5.5M | 11.4% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $4.3M | 9.1% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $3.2M | 6.7% | |
| JPMorgan Growth Advantage R6 Registered Investment Company | — | — | — | $2.8M | 5.8% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $2.5M | 5.3% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $2.2M | 4.6% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $1.3M | 2.6% | |
| Vanguard Small-Cap Index Adm Registered Investment Company | — | — | — | $1.2M | 2.5% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $616K | 1.3% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $588K | 1.2% | |
| Vanguard Federal Money Market Inv Registered Investment Company | — | — | — | $545K | 1.1% | |
| Vanguard Equity Income Adm Registered Investment Company | — | — | — | $419K | 0.9% | |
| Allspring Special Small Cap Value R6 Registered Investment Company | — | — | — | $414K | 0.9% | |
| Janus Henderson Enterprise N Registered Investment Company | — | — | — | $291K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $280K | 0.6% | |
| Vanguard Real Estate Index Adm Registered Investment Company | — | — | — | $242K | 0.5% | |
| Vanguard Windsor II Adm Registered Investment Company | — | — | — | $207K | 0.4% | |
| MFS Global Equity R6 Registered Investment Company | — | — | — | $189K | 0.4% | |
| MFS Mid Cap Value R6 Registered Investment Company | — | — | — | $184K | 0.4% | |
| through 2051 $ - | — | — | — | $184K | 0.4% | |
| BlackRock Total Return K Registered Investment Company | — | — | — | $160K | 0.3% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $141K | 0.3% | |
| Janus Henderson Venture N Registered Investment Company | — | — | — | $121K | 0.3% | |
| Federated Hermes Instl Hiyd Bd IS Registered Investment Company | — | — | — | $114K | 0.2% | |
| PIMCO Income Instl Registered Investment Company | — | — | — | $99K | 0.2% | |
| Hartford Schroders Intl Stock SDR Registered Investment Company | — | — | — | $80K | 0.2% | |
| PIMCO Low Duration Income Instl Registered Investment Company | — | — | — | $58K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $44K | <0.1% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $38K | <0.1% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $19K | <0.1% | |
| DFA Intl Core Equity Portfolio Instl Registered Investment Company | — | — | — | $12K | <0.1% | |
| PGIM Global Total Return R6 Registered Investment Company | — | — | — | $8K | <0.1% |
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