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Original filing (PDF)20251014190601NAL0001763459001
OUSTER, INC.
Form 5500
FILING_RECEIVED
OUSTER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
194
Accounts w/ balance
304
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OUSTER, INC..
Plan sponsor
Name
OUSTER, INC.
EIN
86-2528989
Address
350 TREAT AVE · SAN FRANCISCO, CA · 94110
Phone
(415) 949-0108
Industry
Manufacturingsee 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
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | $23K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities· $25.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Fund Registered Investment Company | — | — | — | $3.8M | 15.2% | |
| Fidelity Freedom® Index 2050 Fund Institutional Premium Class Registered Investment Company | — | — | — | $3.7M | 14.8% | |
| Fidelity Freedom® Index 2055 Fund Institutional Premium Class Registered Investment Company | — | — | — | $2.3M | 9.3% | |
| Fidelity Freedom® Index 2060 Fund Institutional Premium Class Registered Investment Company | — | — | — | $2.3M | 9.0% | |
| Fidelity Freedom® Index 2030 Fund Institutional Premium Class Registered Investment Company | — | — | — | $2.2M | 8.6% | |
| Fidelity Freedom® Index 2045 Fund Institutional Premium Class Registered Investment Company | — | — | — | $1.9M | 7.4% | |
| Fidelity Freedom® Index 2040 Fund Institutional Premium Class Registered Investment Company | — | — | — | $1.8M | 7.0% | |
| Fidelity Freedom® Index 2025 Fund Institutional Premium Class Registered Investment Company | — | — | — | $1.6M | 6.3% | |
| Fidelity Freedom® Index 2035 Fund Institutional Premium Class Registered Investment Company | — | — | — | $1.5M | 6.0% | |
| Gabelli U.S. Treasury Money Market Fund Class AAA Registered Investment Company | — | — | — | $594K | 2.4% | |
| American Funds The Growth Fund of America® Class R-6 Registered Investment Company | — | — | — | $588K | 2.3% | |
| Vanguard Equity-Income Fund Admiral Shares Registered Investment Company | — | — | — | $482K | 1.9% | |
| Fidelity Freedom® Index 2065 Fund Institutional Premium Class Registered Investment Company | — | — | — | $400K | 1.6% | |
| Vanguard FTSE Social Index Fund Admiral Registered Investment Company | — | — | — | $333K | 1.3% | |
| maturing through November 2032 | — | — | — | $330K | 1.3% | |
| Fidelity® Extended Market Index Fund Registered Investment Company | — | — | — | $311K | 1.2% | |
| Fidelity Freedom® Index 2020 Fund Institutional Premium Class Registered Investment Company | — | — | — | $285K | 1.1% | |
| Fidelity BrokerageLink® Self-Directed Brokerage Accounts | — | — | — | $169K | 0.7% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K Registered Investment Company | — | — | — | $139K | 0.6% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $127K | 0.5% | |
| Fidelity® International Index Fund Registered Investment Company | — | — | — | $113K | 0.4% | |
| Fidelity® U.S. Bond Index Fund Registered Investment Company | — | — | — | $83K | 0.3% | |
| Fidelity Freedom® Index 2015 Fund Institutional Premium Class Registered Investment Company | — | — | — | $48K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $36K | 0.1% | |
| DFA Large Cap International Portfolio Institutional Class Registered Investment Company | — | — | — | $29K | 0.1% | |
| Dodge & Cox Income Fund Class I Registered Investment Company | — | — | — | $16K | <0.1% | |
| Fidelity® Emerging Markets Index Fund Registered Investment Company | — | — | — | $10K | <0.1% |
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