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Original filing (PDF)20251002101239NAL0000234979001
CRUNCHBASE, INC.
Form 5500
FILING_RECEIVED
CRUNCHBASE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
249
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRUNCHBASE, INC..
Plan sponsor
Name
CRUNCHBASE, INC.
EIN
47-1679370
Address
564 MARKET ST #500 · SAN FRANCISCO, CA · 94104
Phone
(415) 849-0002
Industry
Information / Tech / Mediasee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | NONE | $23K | — |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $9K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
33 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.4M | 22.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.7M | 17.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.8M | 12.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.5M | 10.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.5M | 9.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $706K | 4.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $399K | 2.7% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $364K | 2.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $342K | 2.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $302K | 2.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $274K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $234K | 1.6% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $222K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $187K | 1.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $179K | 1.2% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $178K | 1.2% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $118K | 0.8% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $109K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $63K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $63K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $49K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $48K | 0.3% | |
| MassMutual Mid Cap Growth I MassMutual 0 | — | — | — | $43K | 0.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $41K | 0.3% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $35K | 0.2% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $29K | 0.2% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | 0.1% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $17K | 0.1% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $15K | <0.1% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | — | — | — | $12K | <0.1% | |
| American Eupac R6 American Eupac 0 | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | <0.1% |
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