Original filing (PDF)20251015151127NAL0002643603001

LACEWORK, INC.

Name: LACEWORK, INC. — LACEWORK, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: LACEWORK, INC.

Form 5500

FILING_RECEIVED

LACEWORK, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

77% in single holding~1239 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Knocking points off

Top holding "Fidelity Government Money Market Fund" is 77% of plan.
1239 bps in Schedule C fees — 684% above peer band of 158 bps.
No active participants reported but plan still holds assets.

Decision-maker contacts

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

Plan sponsor

Name

LACEWORK, INC.

EIN

47-2042554

Address

391 SAN ANTONIO RD, FLOOR 3 · MOUNTAIN VIEW, CA · 94040

Phone

(970) 214-1270

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

SILICON VALLEY ACCOUNTANCY CORPORAT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$19K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SILICON VALLEY ACCOUNTANCY CORP.,	77-0573994	—	ACCOUNTANT/AUDITOR	$23K	—

Investments

18 direct securities· $635K(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Government Money Market Fund	—	—	—	$487K	76.7%
JPMorgan U.S. Research Enhanced Equity Fund	—	—	—	$25K	4.0%
Fidelity Freedom Index 2050 Fund	—	—	—	$25K	3.9%
BrokerageLink Accounts	—	—	—	$23K	3.6%
Fidelity Large Cap Growth Index Fund	—	—	—	$12K	1.9%
Fidelity U.S. Bond Index Fund	—	—	—	$11K	1.8%
Principal MidCap Fund	—	—	—	$8K	1.3%
Fidelity Total International Index Fund	—	—	—	$7K	1.2%
Fidelity Small Cap Growth Fund	—	—	—	$7K	1.1%
American Funds New World Fund	—	—	—	$6K	1.0%
Fidelity Large Cap Value Index Fund	—	—	—	$6K	1.0%
DFA International Sustainability Core 1 Portfolio	—	—	—	$6K	0.9%
American Funds EuroPacific Growth Fund	—	—	—	$4K	0.6%
Fidelity 500 Index Fund	—	—	—	$2K	0.4%
Fidelity Short-Term Treasury Bond Index Fund	—	—	—	$1K	0.2%
Fidelity Emerging Markets Index Fund	—	—	—	$946	0.1%
Fidelity Freedom Index 2055 Fund	—	—	—	$941	0.1%
Fidelity Freedom Index 2045 Fund	—	—	—	$492	<0.1%