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Original filing (PDF)20251015093656NAL0008558642001
COHESITY, INC.
Form 5500
FILING_RECEIVED
COHESITY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,153
Accounts w/ balance
1,659
Plan assets (EOY)
$142.7M
Net assets (EOY)
$142.7M
How this plan invests
This plan
25 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
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHESITY, INC..
Plan sponsor
Name
COHESITY, INC.
EIN
46-3052057
Address
300 PARK AVE · SUITE 1700 · SAN JOSE, CA · 95110
Phone
(408) 836-8385
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN, CO, 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 | $24K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $37K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
25 direct securities· $142.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $33.2M | 23.2% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $15.4M | 10.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $13.7M | 9.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $13.2M | 9.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $12.5M | 8.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $11.1M | 7.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $9.0M | 6.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $5.1M | 3.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $3.8M | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $3.3M | 2.3% | |
| Fidelity International Index Fund | — | — | — | $3.1M | 2.2% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $2.8M | 1.9% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral | — | — | — | $2.7M | 1.9% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $2.5M | 1.7% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $2.4M | 1.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 1.1% | |
| Participant loans receivable - 151 loans outstanding with interest rates from 4.25% to .950% - | — | — | — | $1.4M | 1.0% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $1.2M | 0.9% | |
| Janus Henderson Triton Fund Class N | — | — | — | $1.2M | 0.8% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $1.2M | 0.8% | |
| MFS Value Fund Class R6 | — | — | — | $1.2M | 0.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $522K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $273K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $203K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $136K | <0.1% |
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