How big is Broadbase Inc.'s plan?

Broadbase Inc.'s plan reported $2.9M in assets and 278 participants for 2024.

Original filing (PDF)20251013143945NAL0000728659001

Broadbase Inc.

Name: Broadbase Inc. — Broadbase Inc. 401(k) Profit, Form 5500 (2024)
Creator: Broadbase Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Broadbase Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Broadbase Inc.'s Broadbase Inc. 401(k) Profit Sharing Plan & Trust held $2.9M in plan assets for 278 participants in 2024, with Paychex as recordkeeper.

Signals · 2

25% in single holding~81 bps in Sched C fees

Active participants

278

Accounts w/ balance

552

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Robert Labrash signed Broadbase Inc.'s 2024 Form 5500 as plan administrator.

Robert Labrash — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Broadbase Inc.'s EIN is 68-0067886.

EIN 68-0067886

Plan number 001

Plan year 2024

ACK ID 20251013143945NAL0000728659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Broadbase Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Broadbase Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROADBASE INC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (25th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

BROADBASE INC

EIN

all filings

Address

1471 SHORE ST · WEST SACRAMENTO, CA · 956913512

Phone

(916) 375-1155

Industry

Other Services (ex. Public Admin)

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

2025-10-13

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEVELIZED COMPENSATION ADVISOR	—	—	INVESTMENT ADVISORY	$13K	—

Investments

27 direct securities· $2.9M(100% of reported assets)

Other securities

$2.0M

10 holdings

Mutual Funds

$404K

15 holdings

Cash / Money Market

$363K

1 holding

Bonds / Notes

$141K

1 holding

					% of plan
T. Rowe Price U.S. Equity Research Fund R Class Mutual fund	Other securities	—	—	$739K	25.2%
JP Morgan U.S. GARP Equity Fund Class R2 Mutual fund	Other securities	—	—	$391K	13.3%
Federated Hermes U.S. Treasury Cash Reserves Fund Interest-bearing cash	Cash / Money Market	—	—	$363K	12.4%
Voya Corporate Leaders 100 Fund Class A Mutual fund	Other securities	—	—	$340K	11.6%
Fidelity Advisor Stock Select Mid Cap M Mutual fund	Mutual Funds	—	—	$168K	5.7%
Goldman Sachs Small Cap Value Insights Fund Class R Mutual fund	Other securities	—	—	$154K	5.2%
Notes receivable from participants Loans (4.25% - 9.50%)	Bonds / Notes	—	—	$141K	4.8%
BlackRock Advantage International Fund R Mutual fund	Other securities	—	—	$104K	3.5%
T. Rowe Price International Stock Fund Class R Mutual fund	Other securities	—	—	$99K	3.4%
Voya Intermediate Bond Fund Class R Mutual fund	Other securities	—	—	$76K	2.6%
Invesco Main Street Small Cap Fund Class R Mutual fund	Mutual Funds	—	—	$67K	2.3%
Goldman Sachs Inflation Protected Securities Fund Mutual fund	Other securities	—	—	$57K	1.9%
Carillon Eagle Mid Cap Growth Fund Class R3 Mutual fund	Other securities	—	—	$57K	1.9%
Templeton Developing Markets Trust Class Retirement Mutual fund	Mutual Funds	—	—	$47K	1.6%
Putnam International Value Fund Class R Mutual fund	Mutual Funds	—	—	$34K	1.2%
American Funds Mortgage Fund Class R3 Mutual fund	Mutual Funds	—	—	$28K	1.0%
American Funds 2045 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$20K	0.7%
American Funds American High-Income Trust Class R-3 Mutual fund	Mutual Funds	—	—	$19K	0.6%
Columbia Large Cap Enhanced Core Fund Class R Mutual fund	Other securities	—	—	$15K	0.5%
American Funds 2050 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$4K	0.1%
American Funds 2055 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$4K	0.1%
American Funds 2040 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2035 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2030 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2025 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2020 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds 2010 Target Date Retirement Fund Class R-3 Mutual fund	Mutual Funds	—	—	$2K	<0.1%