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Original filing (PDF)20251007161335NAL0002816355001
GOTO TECHNOLOGIES USA, LLC
Form 5500
FILING_RECEIVED
GOTO TECHNOLOGIES USA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,115
Accounts w/ balance
1,891
Plan assets (EOY)
$191.5M
Net assets (EOY)
$191.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOTO TECHNOLOGIES USA, LLC.
Plan sponsor
Name
GOTO TECHNOLOGIES USA, LLC
EIN
81-2216538
Address
333 SUMMER STREET 5TH FLOOR · BOSTON, MA · 02210
Phone
(781) 638-9065
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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, 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 | $152K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $67K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $57K | — |
Investments
29 direct securities · 1 pooled fund· $191.5M(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
$163.5M
28 holdings
Mutual Funds
$27.3M
1 holding
Common Collective Trust
$700K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity 500 Index Fund 133,754 | Mutual Funds | — | — | $27.3M | 14.3% | |
| Vanguard Target Retirement 2055 467,086 | — | — | — | $26.0M | 13.6% | |
| Vanguard Target Retirement 2045 809,351 | — | — | — | $24.0M | 12.5% | |
| Vanguard Target Retirement 2050 475,500 | — | — | — | $23.7M | 12.4% | |
| Vanguard Target Retirement 2035 730,413 | — | — | — | $17.5M | 9.1% | |
| Vanguard Target Retirement 2040 386,465 | — | — | — | $16.7M | 8.7% | |
| T. Rowe Price Institutional Large Cap Core Growth Fund 151,218 | — | — | — | $10.9M | 5.7% | |
| Fidelity Extended Market Index Fund 69,492 | — | — | — | $6.3M | 3.3% | |
| Vanguard Target Retirement 2030 120,663 | — | — | — | $4.6M | 2.4% | |
| Vanguard Equity Income Admiral 50,066 | — | — | — | $4.4M | 2.3% | |
| Fidelity Total International Index Fund 262,802 | — | — | — | $3.5M | 1.8% | |
| Fidelity Small Cap Growth Fund 196,243 | — | — | — | $3.5M | 1.8% | |
| Vanguard Target Retirement 2060 67,668 | — | — | — | $3.5M | 1.8% | |
| Fidelity Retirement Government Money Market Fund 3,047,553 | — | — | — | $3.0M | 1.6% | |
| MFS International Diversification Fund R6 130,520 | — | — | — | $3.0M | 1.6% | |
| Fidelity Total Bond Fund 261,919 | — | — | — | $2.3M | 1.2% | |
| Allspring Special Mid Cap Value Fund - Class Admin 38,268 | — | — | — | $1.8M | 1.0% | |
| Vanguard Target Retirement 2025 96,992 | — | — | — | $1.8M | 0.9% | |
| MFS MID Capital Growth Fund Class R6 46,000 | — | — | — | $1.4M | 0.8% | |
| PIMCO Total Return ESG Institutional Fund 184,756 | — | — | — | $1.4M | 0.7% | |
| and maturity dates through 2034 | — | — | — | $1.4M | 0.7% | |
| Vanguard Target Retirement 2065 22,931 | — | — | — | $771K | 0.4% | |
| Fidelity US Bond Index 74,646 | — | — | — | $763K | 0.4% | |
| MANAGED INCOME PORTFOLIO IP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $700K | 0.4% | |
| Vanguard Target Retirement 2020 13,361 | — | — | — | $354K | 0.2% | |
| American Century Small Cap Value Fund R6 26,631 | — | — | — | $281K | 0.1% | |
| Fidelity Government Money Market Fund 10,096 | — | — | — | $262K | 0.1% | |
| DFA International Sustainability Core 1 Portfolio 20,086 | — | — | — | $251K | 0.1% | |
| Vanguard Institutional Target Retirement Income Fund 2,708 | — | — | — | $35K | <0.1% | |
| Vanguard Target Retirement 2070 1,130 | — | — | — | $30K | <0.1% |
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