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Original filing (PDF)20251015004941NAL0007887634001
LABELBOX, INC.
Form 5500
FILING_RECEIVED
LABELBOX 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
103
Accounts w/ balance
135
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund" is 32% of plan.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LABELBOX, INC..
Plan sponsor
Name
LABELBOX, INC.
EIN
82-4724328
Address
510 TREAT AVENUE · A · SAN FRANCISCO, CA · 94110
Phone
(415) 294-0791
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
2025-10-15
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
23 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $2.0M | 32.0% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $825K | 13.1% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $670K | 10.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $653K | 10.4% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $581K | 9.3% | |
| Fidelity Small Cap Index Fund Mutual Fund ** 220 * Fidelity Total Market Index Fund Mutual Fund | — | — | — | $548K | 8.7% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $264K | 4.2% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class Mutual Fund ** 242 * Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $250K | 4.0% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $145K | 2.3% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $120K | 1.9% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $78K | 1.2% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $33K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $28K | 0.4% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $24K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $12K | 0.2% | |
| Gabelli U.S. Treasury Money Market Fund Class I Mutual Fund | — | — | — | $10K | 0.2% | |
| American Funds New World Fund Class R6 Mutual Fund | — | — | — | $10K | 0.2% | |
| PIMCO RAE US Small Fund Institutional Class Mutual Fund | — | — | — | $3K | <0.1% | |
| Voya Small Cap Growth Fund Class R6 Mutual Fund ** 994 MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $2K | <0.1% | |
| Participant Loans to participants, bearing interest at 4.25% | — | — | — | $2K | <0.1% | |
| American Funds Bond Fund of America R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| American Century High Income Fund R6 Mutual Fund ** 217 Principal MidCap Fund Class R6 Mutual Fund | — | — | — | $1K | <0.1% |