Back to filter
Original filing (PDF)20251007124758NAL0002684291001
SOUNDTHINKING, INC.
Form 5500
FILING_RECEIVED
SOUNDTHINKING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
323
Accounts w/ balance
213
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.1M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUNDTHINKING, INC..
Plan sponsor
Name
SOUNDTHINKING, INC.
EIN
47-0949915
Address
30300 CIVIC CENTER DR, SUITE 300 · FREMONT, CA · 94538
Phone
(510) 794-3134
Industry
All Other Professional Services· 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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C
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 | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED RETIREMENT SOLUTIONS | 46-2309236 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
43 direct securities· $17.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG 500 INDEX ADM Registered Investment Company - | — | — | — | $2.0M | 10.8% | |
| AF TRGT DATE 2035 R6 Registered Investment Company - | — | — | — | $1.7M | 9.6% | |
| AF TRGT DATE 2040 R6 Registered Investment Company - | — | — | — | $1.5M | 8.2% | |
| AF TRGT DATE 2055 R6 Registered Investment Company - | — | — | — | $1.4M | 7.4% | |
| AF TRGT DATE 2030 R6 Registered Investment Company - | — | — | — | $1.1M | 6.3% | |
| TRP BLUE CHIP GRTH Registered Investment Company - | — | — | — | $1.0M | 5.7% | |
| AF TRGT DATE 2045 R6 Registered Investment Company - | — | — | — | $931K | 5.1% | |
| DODGE & COX BAL I Registered Investment Company - | — | — | — | $868K | 4.8% | |
| AF TRGT DATE 2025 R6 Registered Investment Company - | — | — | — | $657K | 3.6% | |
| VANG VALUE IDX ADM Registered Investment Company - | — | — | — | $603K | 3.3% | |
| VANG GROWTH IDX ADM Registered Investment Company - | — | — | — | $576K | 3.2% | |
| AF TRGT DATE 2050 R6 Registered Investment Company - | — | — | — | $537K | 2.9% | |
| VANG TOT BD MKT ADM Registered Investment Company - | — | — | — | $522K | 2.9% | |
| FID GOVT MMKT Registered Investment Company - | — | — | — | $431K | 2.4% | |
| TB INTL VALUE Registered Investment Company - | — | — | — | $351K | 1.9% | |
| PGIM GLB TOT RTN R6 Registered Investment Company - 82 * Notes receivable from participants Interest Rates at 4.25% to 9.50% - | — | — | — | $345K | 1.9% | |
| VANG SM CAP IDX ADM Registered Investment Company - | — | — | — | $296K | 1.6% | |
| AF NEW WORLD R6 Registered Investment Company - | — | — | — | $295K | 1.6% | |
| JPM MID CAP GRTH R6 Registered Investment Company - | — | — | — | $290K | 1.6% | |
| AF NEW PERSPECT R5 Registered Investment Company - | — | — | — | $285K | 1.6% | |
| BLKRK HI YLD INST Registered Investment Company - | — | — | — | $247K | 1.4% | |
| AF AMER MUTUAL R6 Registered Investment Company - | — | — | — | $211K | 1.2% | |
| VANG GNMA ADM Registered Investment Company - | — | — | — | $175K | 1.0% | |
| VANG MDCPVAL IDX ADM Registered Investment Company - | — | — | — | $138K | 0.8% | |
| CB INTL GRTH I Registered Investment Company - | — | — | — | $131K | 0.7% | |
| similar party collateral, par, or maturity value Cost ** Current value AF TRGT DATE 2060 R6 Registered Investment Company - | — | — | — | $131K | 0.7% | |
| VANG MIDCAP IDX ADM Registered Investment Company - | — | — | — | $129K | 0.7% | |
| VANG EURO STK IDX AD Registered Investment Company - | — | — | — | $101K | 0.6% | |
| AF TRGT DATE 2020 R6 Registered Investment Company - | — | — | — | $93K | 0.5% | |
| VANG SMCP GR IDX ADM Registered Investment Company - | — | — | — | $81K | 0.4% | |
| FID INFL PR BD IDX Registered Investment Company - | — | — | — | $77K | 0.4% | |
| BLKRK TECH OP I Registered Investment Company - | — | — | — | $75K | 0.4% | |
| VANG MDCPGR IDX ADM Registered Investment Company - | — | — | — | $69K | 0.4% | |
| PIM STKPLUS SM IS Registered Investment Company - | — | — | — | $68K | 0.4% | |
| VANG SMCPVL IDX ADM Registered Investment Company - | — | — | — | $46K | 0.3% | |
| AB SM CAP GRTH Z Registered Investment Company - | — | — | — | $45K | 0.2% | |
| AS SPL MID CP VAL IS Registered Investment Company - | — | — | — | $25K | 0.1% | |
| PARNASSUS CORE EQ IV Registered Investment Company - | — | — | — | $20K | 0.1% | |
| NB REAL ESTATE R6 Registered Investment Company - | — | — | — | $19K | 0.1% | |
| VANG MATERIAL IDX AD Registered Investment Company - | — | — | — | $18K | <0.1% | |
| FKLN SM CAP VALUE A Registered Investment Company - | — | — | — | $13K | <0.1% | |
| BLKRK HLTH SCI OPP I Registered Investment Company - | — | — | — | $8K | <0.1% | |
| WA CORE PLS BOND IS Registered Investment Company - | — | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size All Other Professional Services plans
ECOLSCIENCES, INC.
ECOLSCIENCES, INC. PROFIT SHARING PLAN
$18.3M · 44 participants
FALVEY INSURANCE GROUP LTD
FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST
$18.2M · 176 participants
AES PUERTO RICO, LP
AES PUERTO RICO, LP RETIREMENT PLAN
$18.2M · 114 participants
WESTCHESTER GROUP INVESTMENT MANAGE MENT, INC.
WGIM 401(K) PROFIT SHARING PLAN
$18.2M · 41 participants
SHC DIRECT, LLC DBA INTE Q
SHC DIRECT, LLC DBA INTE Q 401(K) PS PLAN
$18.2M · 35 participants
HEALTHCARE MANAGEMENT SOLUTION
HEALTHCARE MANAGEMENT SOLUTION LLC 401(K) PLAN
$18.3M · 186 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B