Original filing (PDF)20251009105922NAL0003512211001

KOMODO HEALTH, INC.

Name: KOMODO HEALTH, INC. — KOMODO HEALTH, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: KOMODO HEALTH, INC.

Form 5500

FILING_RECEIVED

KOMODO HEALTH, INC. RETIREMENT TRUST

401(k) retirement plan

Signals · 4

1 failed disclosureLate participant contributions27% in single holdingCorrective distributions issued

Active participants

628

Accounts w/ balance

933

Plan assets (EOY)

$78.2M

Net assets (EOY)

$78.2M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOMODO HEALTH, INC..

Plan sponsor

Name

KOMODO HEALTH, INC.

EIN

47-1785446

Address

75 HAWTHORNE ST · SUITE 500 · SAN FRANCISCO, CA · 94105

Phone

(908) 635-3553

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$71K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$16K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities· $78.2M(100% of reported assets)

Other securities

$76.2M

26 holdings

Cash / Money Market

$1.4M

1 holding

Bonds / Notes

$500K

2 holdings

Common Stock

$179K

1 holding

					% of plan
Fidelity Total Market Index Fund Mutual fund	Other securities	—	—	$21.4M	27.4%
Fidelity International Index Fund Mutual fund	Other securities	—	—	$11.1M	14.1%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$8.6M	10.9%
Fidelity U.S. Bond Index Fund Mutual fund	Other securities	—	—	$4.5M	5.8%
Vanguard Target Retirement 2055 Fund Mutual fund	Other securities	—	—	$4.0M	5.2%
Vanguard Target Retirement 2050 Fund Mutual fund	Other securities	—	—	$3.8M	4.9%
Fidelity Real Estate Index Fund Mutual fund	Other securities	—	—	$2.8M	3.5%
Vanguard Target Retirement 2060 Fund Mutual fund	Other securities	—	—	$2.5M	3.2%
Vanguard Target Retirement 2045 Fund Mutual fund	Other securities	—	—	$2.4M	3.0%
JPMorgan U.S. Equity Fund Class R6 Mutual fund	Other securities	—	—	$2.2M	2.9%
Vanguard Target Retirement 2040 Fund Mutual fund	Other securities	—	—	$2.2M	2.8%
Fidelity Mid Cap Index Fund Mutual fund	Other securities	—	—	$1.8M	2.3%
Vanguard Target Retirement 2035 Fund Mutual fund	Other securities	—	—	$1.4M	1.8%
Vanguard CR FED MM ADM Money market fund	Cash / Money Market	—	—	$1.4M	1.7%
Fidelity Small Cap Index Fund Mutual fund	Other securities	—	—	$1.3M	1.7%
Vanguard Target Retirement 2065 Fund Mutual fund	Other securities	—	—	$1.3M	1.7%
BrokerageLink Self-Directed Brokerage Accounts Brokerage account	Other securities	—	—	$1.3M	1.6%
Vanguard Target Retirement 2025 Fund Mutual fund	Other securities	—	—	$962K	1.2%
Vanguard Target Retirement 2030 Fund Mutual fund	Other securities	—	—	$670K	0.9%
Vanguard FTSE Social Index Fund Admiral Mutual fund	Other securities	—	—	$596K	0.8%
Fidelity Total Bond K6 Fund Mutual fund	Other securities	—	—	$515K	0.7%
Fidelity Emerging Markets Index Fund Mutual fund	Other securities	—	—	$498K	0.6%
Notes receivable from participants 8.50% and mature through October 2033 -	Bonds / Notes	—	—	$493K	0.6%
T. Rowe Price Small-Cap Value Fund Mutual fund	Other securities	—	—	$235K	0.3%
American Funds Intl Gr and Inc R6 Mutual fund	Common Stock	—	—	$179K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual fund	Other securities	—	—	$99K	0.1%
Vanguard Target Retirement 2020 Fund Mutual fund	Other securities	—	—	$23K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual fund	Other securities	—	—	$21K	<0.1%
BlackRock National Municipal Fund K Share Mutual fund	Bonds / Notes	—	—	$7K	<0.1%
Vanguard Target Retirement Income Fund Mutual fund	Other securities	—	—	$5K	<0.1%