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Original filing (PDF)20251008153925NAL0003399891001
ATOMWISE INC.
Form 5500
FILING_RECEIVED
ATOMWISE 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
111
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATOMWISE INC..
Plan sponsor
Name
ATOMWISE INC.
EIN
47-4869801
Address
250 SUTTER STREET · #650 · SAN FRANCISCO, CA · 94108
Phone
(650) 449-7925
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & 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
22 direct securities· $8.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Inv Fund " | — | — | — | $2.0M | 23.2% | |
| Fidelity 500 Index Fund " | — | — | — | $1.5M | 17.1% | |
| Fidelity Freedom Index 2055 Inv Fund " | — | — | — | $1.0M | 11.8% | |
| Fidelity Freedom Index 2040 Inv Fund " | — | — | — | $893K | 10.2% | |
| Fidelity Freedom Index 2045 Inv Fund " | — | — | — | $621K | 7.1% | |
| Fidelity Freedom Index 2035 Inv Fund " | — | — | — | $595K | 6.8% | |
| Fidelity Freedom Index 2030 Inv Fund " | — | — | — | $473K | 5.4% | |
| BrokerageLink Unit Self-directed brokerage account | — | — | — | $395K | 4.5% | |
| JP Morgan Growth Advantage R6 Fund " | — | — | — | $298K | 3.4% | |
| Fidelity Freedom Index 2025 Inv Fund " | — | — | — | $150K | 1.7% | |
| Fidelity Freedom Index 2065 Inv Fund " | — | — | — | $139K | 1.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $125K | 1.4% | |
| Fidelity Freedom Index 2060 Inv Fund " | — | — | — | $114K | 1.3% | |
| Dodge & Cox Stock X Fund " | — | — | — | $54K | 0.6% | |
| Dodge & Cox Income X Fund " | — | — | — | $40K | 0.5% | |
| Fidelity Freedom Index 2020 Inv Fund " | — | — | — | $34K | 0.4% | |
| T. Rowe Price Small Cap Value I Fund Mutual fund | — | — | — | $32K | 0.4% | |
| Fidelity International Index Fund " | — | — | — | $28K | 0.3% | |
| Fidelity US Bond Index Fund " | — | — | — | $27K | 0.3% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $19K | 0.2% | |
| American Funds International Growth & Income R6 Fund " | — | — | — | $16K | 0.2% | |
| Gabelli US Money Market I Fund " | — | — | — | $6K | <0.1% |