Original filing (PDF)20250925113235NAL0008468321001

UIPATH, INC.

Name: UIPATH, INC. — UIPATH, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: UIPATH, INC.

Form 5500

FILING_RECEIVED

UIPATH, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

1,139

Accounts w/ balance

1,657

Plan assets (EOY)

$202.2M

Net assets (EOY)

$202.2M

How this plan invests

This plan

38 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 (4 bps vs 10 bps peer median).

Decision-maker contacts

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

Plan sponsor

Name

UIPATH, INC.

EIN

47-4333187

Address

ONE VANDERBILT AVENUE · 60TH FLOOR · NEW YORK, NY · 10017

Phone

(844) 432-0455

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

SENSIBA LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$56K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$51K	—
SEQUOIA FINANCIAL ADVISORS LLC	34-1913859	—	INVESTMENT ADVISOR	$40K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENSIBA LLP	94-2370906	—	ACCOUNTANT	$37K	—

Investments

38 direct securities· $200.2M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Party-In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity 500 Index Fund Mutual Fund	—	—	—	$30.6M	15.1%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	—	—	—	$20.0M	9.9%
Fidelity Balanced Fund Class K Mutual Fund	—	—	—	$15.5M	7.7%
Fidelity Freedom Index 2055 Fund Premier Class Mutual Fund	—	—	—	$14.5M	7.2%
Fidelity Freedom Index 2050 Fund Premier Class Mutual Fund	—	—	—	$12.3M	6.1%
Fidelity Freedom Index 2060 Fund Premier Class Mutual Fund	—	—	—	$11.0M	5.4%
Fidelity Large Cap Growth Index Fund Mutual Fund	—	—	—	$10.9M	5.4%
Fidelity Freedom Index 2040 Fund Premier Class Mutual Fund	—	—	—	$10.2M	5.0%
Fidelity Freedom Index 2045 Fund Premier Class Mutual Fund	—	—	—	$9.8M	4.9%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$9.1M	4.5%
Fidelity International Index Fund Mutual Fund	—	—	—	$6.5M	3.2%
Fidelity Freedom Index 2035 Fund Premier Class Mutual Fund	—	—	—	$6.3M	3.1%
Dodge & Cox Stock Fund Mutual Fund	—	—	—	$5.7M	2.8%
Fidelity Freedom Index 2030 Fund Premier Class Mutual Fund	—	—	—	$4.9M	2.4%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$4.1M	2.0%
Money market fund * Fidelity Government Money Market Fund Class K6 Money Market Fund	—	—	—	$3.8M	1.9%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$3.4M	1.7%
Money market funds, cash, common * Fidelity Brokerage Link Account stocks, options	—	—	—	$3.4M	1.7%
Fidelity Emerging Markets Index Fund Mutual Fund	—	—	—	$2.3M	1.1%
DFA US Targeted Value I Mutual Fund	—	—	—	$2.0M	1.0%
Voya Intermediate Bond Fund Class R6 Mutual Fund	—	—	—	$1.8M	0.9%
Fidelity Freedom Index 2065 Fund Premier Class Mutual Fund	—	—	—	$1.8M	0.9%
Allspring Special Mid Cap Value R6 Mutual Fund	—	—	—	$1.5M	0.7%
Fidelity Strategic Dividend & Income Fund Mutual Fund	—	—	—	$1.4M	0.7%
Fidelity US Bond Index Fund Mutual Fund	—	—	—	$1.3M	0.6%
Fidelity Freedom Index 2025 Fund Premier Class Mutual Fund	—	—	—	$1.2M	0.6%
BlackRock High Yield Bond K Mutual Fund	—	—	—	$1.1M	0.6%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	—	—	—	$1.1M	0.5%
Fidelity Strategic Income Fund 0 Mutual Fund	—	—	—	$759K	0.4%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	—	—	—	$606K	0.3%
Vanguard FTSE Social Index Admiral Mutual Fund	—	—	—	$417K	0.2%
Janus Henderson Triton Fund Class N Mutual Fund	—	—	—	$353K	0.2%
PGIM Total Return Bond Fund Class R6 Mutual Fund	—	—	—	$259K	0.1%
American Century Short Duration R6 Mutual Fund	—	—	—	$256K	0.1%
Fidelity Freedom Index 2020 Fund Premier Class Mutual Fund	—	—	—	$181K	<0.1%
Fidelity Freedom Index 2015 Fund Premier Class Mutual Fund	—	—	—	$62K	<0.1%
Fidelity Freedom Index Income Fund Premier Class Mutual Fund	—	—	—	$16K	<0.1%
Fidelity Freedom Index 2070 Fund Premier Class Mutual Fund	—	—	—	$9K	<0.1%