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Original filing (PDF)20250701165547NAL0007136931001
INFORMATICA LLC
Form 5500
FILING_RECEIVED
INFORMATICA LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,654
Accounts w/ balance
2,776
Plan assets (EOY)
$613.3M
Net assets (EOY)
$613.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 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 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INFORMATICA LLC.
Plan sponsor
Name
INFORMATICA LLC
EIN
77-0333710
Address
2100 SEAPORT BLVD · REDWOOD CITY, CA · 94063
Phone
(650) 385-5000
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
2025-07-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
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
BAKER TILLY US, 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 | $188K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT/ADVISOR | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT/AUDITOR | $30K | — |
Investments
31 direct securities · 14 pooled funds· $849.3M(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
$608.5M
31 holdings
Common Collective Trust
$240.8M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Companies | — | — | — | $117.2M | 19.1% | |
| Fidelity Contrafund Fund Registered Investment Companies | — | — | — | $50.0M | 8.1% | |
| Fidelity Brokeragelink Self-directed Brokerage Accounts | — | — | — | $47.7M | 7.8% | |
| T. Rowe Price Retirement 2045 Trust Class E Collective Trust | — | — | — | $43.1M | 7.0% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $43.1M | 7.0% | |
| T. Rowe Price Retirement 2035 Trust Class E Collective Trust | — | — | — | $42.0M | 6.9% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $42.0M | 6.9% | |
| T. Rowe Price Retirement 2040 Trust Class E Collective Trust | — | — | — | $37.1M | 6.1% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $37.1M | 6.1% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $32.3M | 5.3% | |
| T. Rowe Price Retirement 2030 Trust Class E Collective Trust | — | — | — | $32.3M | 5.3% | |
| T. Rowe Price Retirement 2050 Trust Class E Collective Trust | — | — | — | $27.1M | 4.4% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $27.1M | 4.4% | |
| T. Rowe Price Mid Cap Growth Fund Registered Investment Companies | — | — | — | $22.8M | 3.7% | |
| Vanguard Treasury Money Market Fund Money Market Fund | — | — | — | $22.1M | 3.6% | |
| T. Rowe Price Retirement 2055 Trust Class E Collective Trust | — | — | — | $21.0M | 3.4% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $21.0M | 3.4% | |
| T. Rowe Price Retirement 2025 Trust Class E Collective Trust | — | — | — | $17.6M | 2.9% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $17.6M | 2.9% | |
| Janus Henderson Enterprise N Fund Registered Investment Companies | — | — | — | $15.8M | 2.6% | |
| T. Rowe Price Value Fund Registered Investment Companies | — | — | — | $12.9M | 2.1% | |
| Vanguard Mid Cap Index Fund Registered Investment Companies | — | — | — | $11.2M | 1.8% | |
| T. Rowe Price Mid Cap Value Fund Registered Investment Companies | — | — | — | $10.7M | 1.7% | |
| Janus Henderson Balanced Fund Registered Investment Companies | — | — | — | $10.5M | 1.7% | |
| Vanguard Small Cap Index Fund Registered Investment Companies | — | — | — | $10.3M | 1.7% | |
| J.P. Morgan Core Plus Bond Fund Registered Investment Companies | — | — | — | $10.0M | 1.6% | |
| T. Rowe Price Retirement 2060 Trust Class E Collective Trust | — | — | — | $7.9M | 1.3% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.9M | 1.3% | |
| Vanguard Total International Stock Fund Registered Investment Companies | — | — | — | $7.5M | 1.2% | |
| Dodge and Cox International Stock Fund Registered Investment Companies | — | — | — | $7.5M | 1.2% | |
| Fidelity US Bond Index Fund Registered Investment Companies | — | — | — | $6.3M | 1.0% | |
| American Funds Europacific Growth Fund Registered Investment Companies | — | — | — | $4.8M | 0.8% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $4.8M | 0.8% | |
| T. Rowe Price Retirement 2020 Trust Class E Collective Trust | — | — | — | $4.7M | 0.8% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.8% | |
| maturing through April 2034 | — | — | — | $3.3M | 0.5% | |
| MFS New Discovery Value Fund Registered Investment Companies | — | — | — | $1.9M | 0.3% | |
| T. Rowe Price Retirement 2005 Trust Class E Collective Trust | — | — | — | $1.3M | 0.2% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| T. Rowe Price Retirement 2015 Trust Class E Collective Trust | — | — | — | $822K | 0.1% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $822K | 0.1% | |
| T. Rowe Price Retirement 2010 Trust Class E Collective Trust | — | — | — | $649K | 0.1% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $649K | 0.1% | |
| T. Rowe Price Retirement 2065 Trust Class E Collective Trust | — | — | — | $402K | <0.1% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $402K | <0.1% |