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Original filing (PDF)20251013194541NAL0001891969001
JUPITERONE, INC.
Form 5500
FILING_RECEIVED
JUPITERONE RETIREMENT PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
104
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
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)
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUPITERONE, INC..
Plan sponsor
Name
JUPITERONE, INC.
EIN
85-1643254
Address
600 OFFICE PARK DRIVE · SUITE 250 · DURHAM, NC · 27709
Phone
(704) 578-0956
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, 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 | $28K | — |
Investments
28 direct securities· $5.3M(100% of reported assets)
Uncategorized
$5.2M
27 holdings
Mutual Funds
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $1.2M | 22.2% | |
| Fidelity FID FREEDOM 2060 K6 | — | — | — | $834K | 15.9% | |
| Fidelity FID FREEDOM 2045 K6 | — | — | — | $775K | 14.8% | |
| Fidelity FID FREEDOM 2055 K6 | — | — | — | $632K | 12.0% | |
| Fidelity FID BLUE CHIP GR K6 | — | — | — | $392K | 7.5% | |
| Fidelity FID FREEDOM 2050 K6 | — | — | — | $331K | 6.3% | |
| Fidelity FID MID CAP IDX | — | — | — | $147K | 2.8% | |
| Fidelity FID FREEDOM 2065 K6 | — | — | — | $118K | 2.2% | |
| Money Market * Fidelity FID GOVT MMKT K6 | — | — | — | $115K | 2.2% | |
| Fidelity FID GLB EX US IDX | — | — | — | $105K | 2.0% | |
| Fidelity FID FREEDOM 2035 K6 | — | — | — | $91K | 1.7% | |
| Fidelity FID US BOND IDX | — | — | — | $82K | 1.6% | |
| Columbia COL CONTRAN CORE I3 | — | — | — | $68K | 1.3% | |
| Notes receivable from participants Interest rates was 9.50% per annum | — | — | — | $64K | 1.2% | |
| Fidelity FID SM CAP IDX | — | — | — | $56K | 1.1% | |
| Fidelity FID FREEDOM 2030 K6 | — | — | — | $48K | 0.9% | |
| Fidelity FID FREEDOM 2040 K6 | — | — | — | $46K | 0.9% | |
| Cohen & Steers C&S REALTY SHARES Z | — | — | — | $33K | 0.6% | |
| JP Morgan JPM GOVT BOND R6 | Mutual Funds | — | — | $31K | 0.6% | |
| Fidelity FID TOTAL BOND K6 | — | — | — | $27K | 0.5% | |
| American Funds AF AMER MUTUAL R6 | — | — | — | $24K | 0.5% | |
| MFS MID CAP VALUE R6 | — | — | — | $21K | 0.4% | |
| Fidelity FID EMERGING MKTS K | — | — | — | $21K | 0.4% | |
| Fidelity FID INTL CAP APPR K6 | — | — | — | $13K | 0.2% | |
| Fidelity FID SMALL CAP GR K6 | — | — | — | $5K | <0.1% | |
| Columbia COL SM CAP VAL II I3 | — | — | — | $4K | <0.1% | |
| Carillon Eagle CRLN E MID CAP GR R6 | — | — | — | $3K | <0.1% | |
| Fidelity FID INFL PR BD IDX | — | — | — | $3K | <0.1% |
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