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Original filing (PDF)20251014125055NAL0001369475001
VERKADA, INC.
Form 5500
FILING_RECEIVED
VERKADA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,735
Accounts w/ balance
1,622
Plan assets (EOY)
$53.4M
Net assets (EOY)
$53.4M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERKADA, INC..
Plan sponsor
Name
VERKADA, INC.
EIN
81-3505155
Address
406 E 3RD AVE · SAN MATEO, CA · 94401
Phone
(888) 829-0668
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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $30K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
Investments
31 direct securities· $52.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $11.5M | 21.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $7.7M | 14.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $7.4M | 13.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $6.9M | 12.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $3.7M | 7.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.1M | 5.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.3M | 4.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.2M | 4.0% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $841K | 1.6% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $838K | 1.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $753K | 1.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $750K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $683K | 1.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $613K | 1.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $452K | 0.8% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $393K | 0.7% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $386K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $377K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $369K | 0.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $262K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $252K | 0.5% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $252K | 0.5% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $235K | 0.4% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $204K | 0.4% | |
| DFA U.S. Vector Equity Instl DFA 0 | — | — | — | $149K | 0.3% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $135K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $96K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $76K | 0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $67K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $12K | <0.1% |