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Original filing (PDF)20250512095629NAL0011268099001
INSTABASE
Form 5500
FILING_RECEIVED
INSTABASE 401(K) PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
215
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTABASE.
Plan sponsor
Name
INSTABASE
EIN
47-3401215
Address
ONE FRONT STREET · SUITE 2600 · SAN FRANCISCO, CA · 94111
Phone
(415) 935-4899
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
2025-05-12
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
24 direct securities· $11.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Investor Fund " | — | — | — | $2.4M | 20.2% | |
| Fidelity 500 Index Fund " | — | — | — | $2.1M | 17.1% | |
| Fidelity Freedom Index 2050 Investor Fund " | — | — | — | $1.9M | 15.6% | |
| Fidelity Freedom Index 2060 Investor Fund " | — | — | — | $1.9M | 15.5% | |
| Fidelity Freedom Index 2045 Investor Fund " | — | — | — | $894K | 7.4% | |
| Fidelity Freedom Index 2065 Investor Fund " | — | — | — | $586K | 4.9% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $426K | 3.5% | |
| Fidelity Extended Market Index Fund " | — | — | — | $402K | 3.3% | |
| Fidelity Total Market Index Fund " | — | — | — | $377K | 3.1% | |
| Fidelity Freedom Index 2040 Investor Fund " | — | — | — | $198K | 1.7% | |
| Fidelity Freedom Index 2035 Investor Fund " | — | — | — | $183K | 1.5% | |
| Fidelity Freedom Index 2030 Investor Fund " | — | — | — | $147K | 1.2% | |
| Fidelity International Index Fund " | — | — | — | $127K | 1.1% | |
| DFA U.S. Small Cap Portfolio Institutional Class Mutual fund | — | — | — | $77K | 0.6% | |
| Putnam Large Cap Value Fund Class R6 " | — | — | — | $70K | 0.6% | |
| Dodge & Cox Income Fund Class X " | — | — | — | $63K | 0.5% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $52K | 0.4% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $50K | 0.4% | |
| The Gabelli U.S. Treasury Money Market Fund Interest bearing cash | — | — | — | $20K | 0.2% | |
| American Funds New World Fund Class R-6 " | — | — | — | $17K | 0.1% | |
| Self directed brokerage account Self directed brokerage account | — | — | — | $10K | <0.1% | |
| BlackRock International Fund of BlackRock Series, Inc. Investor A Shares " | — | — | — | $7K | <0.1% | |
| JPMorgan Large Cap Growth Fund Class R6 " | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Investor Fund " | — | — | — | $2K | <0.1% |
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