Back to filter
Original filing (PDF)20251010064840NAL0004394019001
CYBERARK SOFTWARE, INC.
Form 5500
FILING_RECEIVED
CYBERARK SOFTWARE, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,082
Accounts w/ balance
1,349
Plan assets (EOY)
$186.1M
Net assets (EOY)
$186.1M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CYBERARK SOFTWARE, INC..
Plan sponsor
Name
CYBERARK SOFTWARE, INC.
EIN
52-2215591
Address
60 WELLS AVENUE · NEWTON, MA · 02459
Phone
(617) 965-1544
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | — | ADVISORS BROKER DEALER | $128K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | PROGRAM ACCOUNTS | $95K | — |
Investments
46 direct securities · 1 pooled fund· $186.1M(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
$168.0M
44 holdings
Mutual Funds
$15.5M
2 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Blue Chip Growth Fund N/R | Mutual Funds | — | — | $15.4M | 8.3% | |
| Fidelity Growth Company Fund N/R | — | — | — | $15.3M | 8.2% | |
| Fidelity Freedom 2040 K N/R | — | — | — | $14.3M | 7.7% | |
| Fidelity Contrafund Fund N/R | — | — | — | $14.0M | 7.5% | |
| Fidelity Total Market Index Fund N/R | — | — | — | $11.7M | 6.3% | |
| Fidelity Freedom 2050 K N/R | — | — | — | $11.7M | 6.3% | |
| Fidelity 500 Index Fund N/R | — | — | — | $11.1M | 6.0% | |
| Fidelity Freedom 2055 K N/R | — | — | — | $10.8M | 5.8% | |
| Fidelity Freedom 2045 K N/R | — | — | — | $9.2M | 4.9% | |
| Fidelity Freedom 2035 K N/R | — | — | — | $7.6M | 4.1% | |
| Fidelity Freedom 2060 K N/R | — | — | — | $6.3M | 3.4% | |
| MFS International Growth Fund Class R6 N/R | — | — | — | $4.9M | 2.6% | |
| PGIM Total Return Bond Fund Class R6 N/R | — | — | — | $4.4M | 2.4% | |
| Fidelity Freedom 2030 K N/R | — | — | — | $4.2M | 2.2% | |
| Fidelity Equity Dividend Income Fund N/R | — | — | — | $4.0M | 2.2% | |
| MFS Value Fund Class R6 N/R | — | — | — | $3.2M | 1.7% | |
| American Funds American Funds New World Fund - Class R6 N/R | — | — | — | $2.5M | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 1.4% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund I Class N/R | — | — | — | $2.4M | 1.3% | |
| DFA International Core Equity Portfolio Institutional Class N/R | — | — | — | $2.4M | 1.3% | |
| Fidelity Growth Strategies Fund N/R | — | — | — | $2.4M | 1.3% | |
| Fidelity Extended Market Index Fund N/R | — | — | — | $2.1M | 1.1% | |
| Fidelity US Bond Index Fund N/R | — | — | — | $1.7M | 0.9% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $1.7M | 0.9% | |
| Participant Loans Notes receivable from participants, with interest rates ranging $0 | — | — | — | $1.7M | 0.9% | |
| Fidelity Freedom 2065 K N/R | — | — | — | $1.6M | 0.9% | |
| Fidelity Overseas Fund N/R | — | — | — | $1.4M | 0.8% | |
| Fidelity Total International Index Fund N/R | — | — | — | $1.4M | 0.7% | |
| Fidelity Puritan Fund N/R | — | — | — | $1.4M | 0.7% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.3M | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund N/R | — | — | — | $1.3M | 0.7% | |
| Fidelity Freedom 2025 K N/R | — | — | — | $1.3M | 0.7% | |
| American Funds American Funds The Bond Fund of America R6 Class N/R | — | — | — | $1.2M | 0.7% | |
| Fidelity Small Cap Value Fund N/R | — | — | — | $1.1M | 0.6% | |
| Fidelity Mid-Cap Stock Fund N/R | — | — | — | $1.1M | 0.6% | |
| Fidelity Low-Priced Stock Fund N/R | — | — | — | $963K | 0.5% | |
| American Century American Century Mid Cap Value Fund R6 Class N/R | — | — | — | $807K | 0.4% | |
| BlackRock High Yield Bond Portfolio Class K N/R | — | — | — | $771K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z N/R | — | — | — | $675K | 0.4% | |
| Nationwide Geneva Small Cap Growth Fund Instl N/R | — | — | — | $625K | 0.3% | |
| Fidelity Freedom 2020 K N/R | — | — | — | $491K | 0.3% | |
| Fidelity Freedom Income K N/R | — | — | — | $354K | 0.2% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6 N/R | — | — | — | $252K | 0.1% | |
| s (continued) BrandywineGLOBAL - Global Opportunities Bond Fund Class N/R | Mutual Funds | — | — | $136K | <0.1% | |
| IS * Fidelity Freedom 2015 K N/R | — | — | — | $99K | <0.1% | |
| Fidelity Freedom 2070 K N/R | — | — | — | $44K | <0.1% | |
| Fidelity Freedom 2010 K N/R | — | — | — | $41K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Software Publishers plans
IFS NORTH AMERICA, INC.
IFS NORTH AMERICA 401(K) PLAN
$195.6M · 721 participants
SHOPIFY (USA), INC.
SHOPIFY (USA), INC. 401(K) PLAN
$175.7M · 2,044 participants
PING IDENTITY CORPORATION
PING IDENTITY CORPORATION 401(K) PLAN
$172.5M · 1,075 participants
TENABLE INC.
TENABLE INC. 401(K) PLAN AND TRUST
$202.6M · 1,029 participants
LEVI, RAY & SHOUP, INC.
LEVI RAY & SHOUP 401K MATCHING CONTRIBUTION PLAN
$164.5M · 555 participants
ALTERYX, INC.
ALTERYX, INC. RETIREMENT SAVINGS PLAN
$208.2M · 1,101 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B