How big is Checkr Inc.'s plan?

Checkr Inc.'s plan reported $69.0M in assets and 652 participants for 2024.

Original filing (PDF)20251014111611NAL0002727617001

Checkr Inc.

Name: Checkr Inc. — Checkr Inc. 401(k) Plan, Form 5500 (2024)
Creator: Checkr Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Checkr Inc. 401(k) Plan

401(k) retirement plan · Checkr Inc.'s Checkr Inc. 401(k) Plan held $69.0M in plan assets for 652 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

652

Accounts w/ balance

1,157

Plan assets (EOY)

$69.0M

Net assets (EOY)

$69.0M

People on this filing

Ashlyn Fonstad signed Checkr Inc.'s 2024 Form 5500 as plan administrator.

Ashlyn Fonstad — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Checkr Inc.'s EIN is 46-5213376.

EIN 46-5213376

Plan number 001

Plan year 2024

ACK ID 20251014111611NAL0002727617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Checkr Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Checkr Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (2nd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CHECKR INC.

EIN

all filings

Address

1 MONTGOMERY STREET STE 2400 · SAN FRANCISCO, CA · 94104

Phone

(844) 824-3257

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-14

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$15K	—

Investments

35 direct securities· $69.0M(100% of reported assets)

Mutual Funds

$48.2M

20 holdings

Common Collective Trusts

$17.0M

6 holdings

Other securities

$1.8M

6 holdings

Self-Directed Brokerage

$1.6M

2 holdings

Participant loans

$405K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$13.0M	18.8%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$12.0M	17.4%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$11.5M	16.7%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$5.8M	8.4%
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$5.1M	7.4%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$3.9M	5.7%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$3.7M	5.4%
Brokerage Link Accounts Brokerage link accounts	Self-Directed Brokerage	—	—	$1.6M	2.3%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.5M	2.2%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$1.0M	1.5%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$1.0M	1.5%
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$939K	1.4%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$921K	1.3%
Columbia Dividend Income Fund Mutual fund	Other securities	—	—	$797K	1.2%
Fidelity Global ex U.S. Index Fund Mutual fund	Common Collective Trusts	—	—	$766K	1.1%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$750K	1.1%
MFS International Diversification Fund Mutual fund	Mutual Funds	—	—	$722K	1.0%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$583K	0.8%
Fidelity Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$516K	0.7%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$460K	0.7%
Victory Sophus Emerging Markets Fund Mutual fund	Other securities	—	—	$422K	0.6%
Participant loans maturities through 2033	Participant loans	—	—	$405K	0.6%
Fidelity International Capital Appreciation Fund Mutual fund	Mutual Funds	—	—	$281K	0.4%
MFS Mid Cap Growth Fund Mutual fund	Mutual Funds	—	—	$261K	0.4%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$247K	0.4%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$225K	0.3%
John Hancock Funds Disciplined Value Mid Cap Fund Mutual fund	Other securities	—	—	$193K	0.3%
American Century Large Cap Equity Mutual fund	Other securities	—	—	$84K	0.1%
Allspring Special Small Cap Value Fund Mutual fund	Other securities	—	—	$70K	0.1%
Fidelity Inflation-Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$63K	<0.1%
Brokerage Link Accounts - Fidelity Funds Brokerage link accounts	Self-Directed Brokerage	—	—	$22K	<0.1%
Fidelity Freedom 2010 Fund Mutual fund	Mutual Funds	—	—	$18K	<0.1%
Fidelity Freedom 2015 Fund Mutual fund	Mutual Funds	—	—	$14K	<0.1%
Fidelity Freedom Income Fund Mutual fund	Mutual Funds	—	—	$12K	<0.1%
Fidelity Freedom 2070 Fund Mutual fund	Mutual Funds	—	—	$3K	<0.1%