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Original filing (PDF)20251002154506NAL0000679873001
PALANTIR TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
PALANTIR TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
2,778
Accounts w/ balance
3,171
Plan assets (EOY)
$393.3M
Net assets (EOY)
$393.3M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s * Fidelity 500 Index" is 29% of plan.
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 PALANTIR TECHNOLOGIES INC..
Plan sponsor
Name
PALANTIR TECHNOLOGIES INC.
EIN
68-0551851
Address
1200 17TH STREET · FLOOR 15 · DENVER, CO · 80202
Phone
(650) 815-0200
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
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $146K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
| BPM LLP | 81-4234542 | — | ACCOUNTANT/AUDITOR | $7K | — |
Investments
45 direct securities · 1 pooled fund· $502.1M(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
$277.7M
44 holdings
Mutual Funds
$115.6M
1 holding
Common Collective Trust
$108.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index | Mutual Funds | — | — | $115.6M | 29.4% | |
| AC IN RETIRE TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $108.8M | 27.7% | |
| Common Collective Trusts Global Trust Company American Century Retirement Date 2055 TR XXII | — | — | — | $33.3M | 8.5% | |
| Global Trust Company American Century Retirement Date 2050 TR XXII | — | — | — | $31.5M | 8.0% | |
| Global Trust Company American Century Retirement Date 2060 TR XXII | — | — | — | $17.9M | 4.6% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $15.3M | 3.9% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Fidelity Self-Directed Brokerage Accounts | — | — | — | $14.8M | 3.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $14.6M | 3.7% | |
| Global Trust Company American Century Retirement Date 2045 TR XXII | — | — | — | $14.1M | 3.6% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $13.6M | 3.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $12.3M | 3.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $12.0M | 3.1% | |
| Vanguard Midcap Index Admiral | — | — | — | $11.3M | 2.9% | |
| Fidelity Small Cap Index | — | — | — | $10.7M | 2.7% | |
| T. Rowe Price New Horizons | — | — | — | $10.5M | 2.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $7.8M | 2.0% | |
| Global Trust Company American Century Retirement Date 2040 TR XXII | — | — | — | $5.7M | 1.4% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $5.5M | 1.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $5.4M | 1.4% | |
| American Funds New World R6 | — | — | — | $4.7M | 1.2% | |
| Vanguard Equity Inc. Admiral | — | — | — | $4.6M | 1.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $4.3M | 1.1% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Money Market Fund * Fidelity Government Money Market Fund | — | — | — | $3.0M | 0.8% | |
| DFA US Target Val I | — | — | — | $2.7M | 0.7% | |
| Victory Sycamore Established Value R6 | — | — | — | $2.5M | 0.6% | |
| Global Trust Company American Century Retirement Date 2035 TR XXII | — | — | — | $2.2M | 0.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.2M | 0.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.2M | 0.5% | |
| Fidelity International Growth | — | — | — | $2.0M | 0.5% | |
| Invesco Core Bond Class R6 | — | — | — | $1.9M | 0.5% | |
| Global Trust Company American Century Retirement TR XXII | — | — | — | $1.7M | 0.4% | |
| Global Trust Company American Century Retirement Date 2030 TR XXII | — | — | — | $1.5M | 0.4% | |
| Vanguard GNMA Admiral | — | — | — | $973K | 0.2% | |
| Fidelity Emerging Markets Index | — | — | — | $827K | 0.2% | |
| Global Trust Company American Century Retirement Date 2065 TR XXII | — | — | — | $703K | 0.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $606K | 0.2% | |
| American Funds New Perspect R6 | — | — | — | $551K | 0.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $480K | 0.1% | |
| Participants Notes Receivable from Participants Rates from 4.25% to 9.50% - | — | — | — | $452K | 0.1% | |
| Vanguard International Value | — | — | — | $378K | <0.1% | |
| Allspring Core Plus Bond R6 | — | — | — | $322K | <0.1% | |
| Vanguard Target Retirement INC | — | — | — | $252K | <0.1% | |
| Global Trust Company American Century Retirement Date 2025 TR XXII | — | — | — | $157K | <0.1% | |
| Calvert Balanced I | — | — | — | $153K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R6 | — | — | — | $92K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $44K | <0.1% |
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