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Original filing (PDF)20250822142639NAL0005371617001
AISERA, INC.
Form 5500
FILING_RECEIVED
AISERA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
320
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
28 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 (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AISERA, INC..
Plan sponsor
Name
AISERA, INC.
EIN
82-2039488
Address
2953 BUNKER HILL LANE · SUITE 305 · SANTA CLARA, CA · 95054
Phone
(650) 667-4301
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
2025-08-22
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
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
28 direct securities· $8.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 15.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $893K | 10.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $880K | 10.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $753K | 8.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $749K | 8.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $684K | 8.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $497K | 5.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $461K | 5.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $362K | 4.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $260K | 3.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $258K | 3.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $234K | 2.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $182K | 2.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $129K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $113K | 1.3% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $109K | 1.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $94K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $76K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $69K | 0.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $56K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $54K | 0.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $34K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 155 Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $31K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $16K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $2K | <0.1% |
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