Original filing (PDF)20250729170719NAL0003699121001

JUMIO CORPORATION

Name: JUMIO CORPORATION — JUMIO 401(K) PLAN, Form 5500 (2024)
Creator: JUMIO CORPORATION

Form 5500

FILING_RECEIVED

JUMIO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

123

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

How this plan invests

This plan

31 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 (8 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUMIO CORPORATION.

Plan sponsor

Name

JUMIO CORPORATION

EIN

81-2548998

Address

100 MATHILDA PLACE · SUITE 100 · SUNNYVALE, CA · 94086

Phone

(650) 424-8545

Industry

All Other Professional Services· 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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

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

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

31 direct securities· $11.8M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual Fund	—	—	—	$2.2M	18.9%
Fidelity Freedom Index 2035 IPR Mutual Fund	—	—	—	$1.7M	14.9%
Fidelity Freedom Index 2055 IPR Mutual Fund	—	—	—	$1.6M	14.0%
Fidelity Freedom Index 2040 IPR Mutual Fund	—	—	—	$1.1M	9.3%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	—	—	—	$863K	7.3%
Fidelity Freedom Index 2050 IPR Mutual Fund	—	—	—	$545K	4.6%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$469K	4.0%
Fidelity Freedom Index 2045 IPR Mutual Fund	—	—	—	$317K	2.7%
Fidelity Freedom Index 2030 IPR Mutual Fund	—	—	—	$308K	2.6%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$293K	2.5%
Fidelity International Index Fund Mutual Fund	—	—	—	$257K	2.2%
Fidelity Freedom Index 2065 IPR Mutual Fund	—	—	—	$230K	2.0%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$211K	1.8%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$204K	1.7%
Fidelity Freedom Index 2060 IPR Mutual Fund	—	—	—	$181K	1.5%
American Funds New Perspective Fund Class R-6 Mutual Fund	—	—	—	$170K	1.4%
Fidelity Emerging Markets Index Fund Mutual Fund	—	—	—	$148K	1.3%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	—	—	—	$135K	1.1%
Gabelli US MM I Mutual Fund	—	—	—	$117K	1.0%
Participant Loans to participants, bearing interest at 8.75% to 9.50%.	—	—	—	$110K	0.9%
American Funds The Bond Fund of America Class R-6 Mutual Fund	—	—	—	$108K	0.9%
Dodge & Cox Stock Fund Class I Mutual Fund	—	—	—	$99K	0.8%
Fidelity Freedom Index 2025 IPR Mutual Fund	—	—	—	$77K	0.7%
Fidelity Freedom Index 2020 IPR Mutual Fund	—	—	—	$47K	0.4%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund	—	—	—	$46K	0.4%
American Century Small Cap Growth R6 Mutual Fund	—	—	—	$44K	0.4%
American Century Small Cap Value Fund R6 Class Mutual Fund	—	—	—	$18K	0.2%
JPMorgan International Equity Fund Class R6 Mutual Fund	—	—	—	$18K	0.2%
American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund	—	—	—	$17K	0.1%
American Century Mid Cap Value Fund R6 Class Mutual Fund	—	—	—	$15K	0.1%
Blackrock High Yield Bond K Mutual Fund	—	—	—	$4K	<0.1%