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Original filing (PDF)20251006170725NAL0003840401001
PLANET LABS PBC
Form 5500
FILING_RECEIVED
PLANET LABS 401(K) PLAN
401(k) retirement plan
Active participants
511
Accounts w/ balance
631
Plan assets (EOY)
$57.6M
Net assets (EOY)
$57.6M
How this plan invests
This plan
29 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLANET LABS PBC.
Plan sponsor
Name
PLANET LABS PBC
EIN
84-4299396
Address
645 HARRISON STREET · 4TH FLOOR · SAN FRANCISCO, CA · 94107
Phone
(617) 733-8337
Industry
Other Services (ex. Public Admin)see 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
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 | $8K | — |
Investments
29 direct securities· $57.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Target Retirement 2050 Registered Investment Company | — | — | — | $10.5M | 18.2% | |
| Vanguard Instl Target Retirement 2055 Registered Investment Company | — | — | — | $8.5M | 14.7% | |
| Vanguard Instl Target Retirement 2045 Registered Investment Company | — | — | — | $5.3M | 9.2% | |
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $5.0M | 8.7% | |
| Vanguard Total Stock Market Index Adm Registered Investment Company | — | — | — | $4.8M | 8.3% | |
| Vanguard Instl Target Retirement 2060 Registered Investment Company | — | — | — | $3.9M | 6.8% | |
| Vanguard Instl Target Retirement 2040 Registered Investment Company | — | — | — | $3.1M | 5.4% | |
| Vanguard Instl Target Retirement 2035 Registered Investment Company | — | — | — | $2.6M | 4.5% | |
| Vanguard Instl Target Retirement 2030 Registered Investment Company | — | — | — | $2.4M | 4.2% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $1.7M | 2.9% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | — | — | — | $1.2M | 2.1% | |
| Self-Directed Brokerage Accounts * Brokeragelink Self-Directed Brokerage Account | — | — | — | $1.2M | 2.1% | |
| Vanguard Small-Cap Index Adm Registered Investment Company | — | — | — | $955K | 1.7% | |
| Vanguard Total Bond Market Adm Registered Investment Company | — | — | — | $866K | 1.5% | |
| Vanguard US Growth Fund Registered Investment Company | — | — | — | $770K | 1.3% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $740K | 1.3% | |
| DFA World ex US Core Equity Instl Registered Investment Company | — | — | — | $642K | 1.1% | |
| Vanguard Instl Target Retirement 2065 Registered Investment Company | — | — | — | $618K | 1.1% | |
| Registered Investment Companies BlackRock Equity Dividend I Registered Investment Company | — | — | — | $539K | 0.9% | |
| Interest-Bearing Cash Vanguard Cash Reserves Federal Money Market Interest-Bearing Cash | — | — | — | $405K | 0.7% | |
| PIMCO Total Return Instl Registered Investment Company | — | — | — | $344K | 0.6% | |
| Participant Loans Interest rates at (3.25% ~ 8.50%) $0 | — | — | — | $305K | 0.5% | |
| Vanguard Instl Target Retirement 2025 Registered Investment Company | — | — | — | $285K | 0.5% | |
| Vanguard Real Estate Index Fund Registered Investment Company | — | — | — | $249K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I Registered Investment Company | — | — | — | $249K | 0.4% | |
| Vanguard Instl Target Retirement 2020 Registered Investment Company | — | — | — | $246K | 0.4% | |
| Calvert US Large Cap Core Rspnb Idx R6 Registered Investment Company | — | — | — | $175K | 0.3% | |
| Vanguard Target Retirement Inc. Registered Investment Company | — | — | — | $69K | 0.1% | |
| Vanguard Instl Target Retirement 2070 Registered Investment Company | — | — | — | $15K | <0.1% |
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