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Original filing (PDF)20250821193049NAL0002256003001
GITLAB INC.
Form 5500
FILING_RECEIVED
GITLAB INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,060
Accounts w/ balance
1,300
Plan assets (EOY)
$101.1M
Net assets (EOY)
$101.1M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GITLAB INC..
Plan sponsor
Name
GITLAB INC.
EIN
47-1861035
Address
268 BUSH STREET · #350 · SAN FRANCISCO, CA · 94104
Phone
(415) 761-1791
Industry
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
2025-08-21
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $94K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
39 direct securities · 1 pooled fund· $101.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$101.1M
39 holdings
Common Collective Trust
$426K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Premier Class Registered Investment Company | — | — | — | $17.6M | 17.4% | |
| Fidelity Freedom Index 2055 Fund Premier Class Registered Investment Company | — | — | — | $16.9M | 16.7% | |
| Fidelity Freedom Index 2045 Fund Premier Class Registered Investment Company | — | — | — | $10.3M | 10.2% | |
| Fidelity Freedom Index 2040 Fund Premier Class Registered Investment Company | — | — | — | $8.7M | 8.6% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $8.3M | 8.2% | |
| Fidelity Freedom Index 2060 Fund Premier Class Registered Investment Company | — | — | — | $7.4M | 7.3% | |
| Fidelity Freedom Index 2035 Fund Premier Class Registered Investment Company | — | — | — | $6.6M | 6.6% | |
| Fidelity Total Market Index Fund Registered Investment Company | — | — | — | $4.0M | 4.0% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $3.9M | 3.8% | |
| Fidelity Freedom Index 2030 Fund Premier Class Registered Investment Company | — | — | — | $3.2M | 3.2% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $1.5M | 1.5% | |
| Fidelity Freedom Index 2025 Fund Premier Class Registered Investment Company | — | — | — | $1.4M | 1.3% | |
| Putnam Large Cap Value Fund Class R6 Registered Investment Company | — | — | — | $979K | 1.0% | |
| Fidelity Freedom Index 2065 Fund Premier Class Registered Investment Company | — | — | — | $937K | 0.9% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $919K | 0.9% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $838K | 0.8% | |
| PIMCO RAE US Small Fund Institutional Class Registered Investment Company | — | — | — | $719K | 0.7% | |
| T. Rowe Price All-Cap Opportunities Fund - I Class Registered Investment Company | — | — | — | $686K | 0.7% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $636K | 0.6% | |
| Fidelity Large Cap Value Index Fund Registered Investment Company | — | — | — | $601K | 0.6% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | — | — | — | $590K | 0.6% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $526K | 0.5% | |
| JPMorgan Core Bond Fund Class R6 Registered Investment Company | — | — | — | $465K | 0.5% | |
| Parnassus Core Equity Fund - Institutional Shares Registered Investment Company | — | — | — | $436K | 0.4% | |
| Great Gray T. Rowe Price Stable Value CIT Class S Collective Trust | — | — | — | $426K | 0.4% | |
| GG TRP STABLE VAL S GREAT GRAY TRUST COMPANY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $426K | 0.4% | |
| Victory Sycamore Established Value Fund Class R6 Registered Investment Company | — | — | — | $363K | 0.4% | |
| Fidelity Real Estate Index Fund Registered Investment Company | — | — | — | $344K | 0.3% | |
| PIMCO Income Fund Institutional Class Registered Investment Company | — | — | — | $316K | 0.3% | |
| Vanguard FTSE Social Index Fund Admiral Registered Investment Company | — | — | — | $308K | 0.3% | |
| maturing through January 2030 - | — | — | — | $251K | 0.2% | |
| Fidelity Mid Cap Growth Index Fund Registered Investment Company | — | — | — | $239K | 0.2% | |
| Fidelity Small Cap Value Index Fund Registered Investment Company | — | — | — | $237K | 0.2% | |
| AB Small Cap Growth Portfolio Class Z Registered Investment Company | — | — | — | $103K | 0.1% | |
| Macquarie Mid Cap Growth Fund Class R6 Registered Investment Company | — | — | — | $94K | <0.1% | |
| Fidelity Mid Cap Value Index Fund Registered Investment Company | — | — | — | $91K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Premier Class Registered Investment Company | — | — | — | $87K | <0.1% | |
| Fidelity Small Cap Growth Index Fund Registered Investment Company | — | — | — | $50K | <0.1% | |
| Fidelity Freedom Index Income Fund Premier Class Registered Investment Company | — | — | — | $48K | <0.1% | |
| Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $34K | <0.1% |
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