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Original filing (PDF)20251015132224NAL0002478067001
DATABRICKS, INC.
Form 5500
FILING_RECEIVED
DATABRICKS, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 2
1 failed disclosure28% in single holding
Active participants
4,704
Accounts w/ balance
5,010
Plan assets (EOY)
$418.9M
Net assets (EOY)
$418.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity 500 Index Fund Mutual Fund" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DATABRICKS, INC..
Plan sponsor
Name
DATABRICKS, INC.
EIN
46-2972184
Address
160 SPEAR ST FL 13 · SAN FRANCISCO, CA · 941051546
Phone
(866) 330-0121
Industry
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
2025-10-15
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
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 | $271K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $69K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 2 pooled funds· $421.2M(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
$417.6M
29 holdings
Common Collective Trust
$3.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $117.6M | 28.1% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $50.9M | 12.2% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $43.7M | 10.4% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $36.6M | 8.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $25.6M | 6.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $24.9M | 6.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $19.3M | 4.6% | |
| T. Rowe All-Cap Opportunities Fund Mutual Fund | — | — | — | $18.3M | 4.4% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $10.6M | 2.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $10.2M | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $10.1M | 2.4% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $8.4M | 2.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $7.3M | 1.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $6.2M | 1.5% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $4.1M | 1.0% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $4.1M | 1.0% | |
| American Funds New Perspective Fund R6 Mutual Fund | — | — | — | $3.7M | 0.9% | |
| maturing through July 2048 | — | — | — | $2.8M | 0.7% | |
| Goldman Sachs Small Cap Value R6 Fund Mutual Fund | — | — | — | $2.5M | 0.6% | |
| Delaware Ivy Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $2.4M | 0.6% | |
| Managed Income Portfolio Class 2 Common Collective Trust | — | — | — | $2.3M | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.6M | 0.4% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| American Century Mid Cap Value Fund R6 Mutual Fund | — | — | — | $1.3M | 0.3% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.1M | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund | — | — | — | $1.1M | 0.3% | |
| Victory Trivalent International Small Cap Fund R6 Mutual Fund | — | — | — | $565K | 0.1% | |
| Fidelity Freedom Index Fund Institutional Premium Class Mutual Fund | — | — | — | $112K | <0.1% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $83K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class Mutual Fund | — | — | — | $43K | <0.1% |
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