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Original filing (PDF)20251003171935NAL0001629297001
ANCESTRY.COM OPERATIONS INC.
Form 5500
FILING_RECEIVED
ANCESTRY RETIREMENT SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
1,108
Accounts w/ balance
1,886
Plan assets (EOY)
$219.7M
Net assets (EOY)
$219.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCESTRY.COM OPERATIONS INC..
Plan sponsor
Name
ANCESTRY.COM OPERATIONS INC.
EIN
87-0392473
Address
1300 WEST TRAVERSE PARKWAY · LEHI, UT · 84043
Phone
(415) 795-6124
Industry
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
2025-10-03
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $183K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA | — | RALEIGH, NC | OTHER | $66K | — |
| BDO USA, LLP | — | GRAND RAPIDS, MI | OTHER | $26K | — |
Investments
27 direct securities · 1 pooled fund· $218.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$211.4M
27 holdings
Common Collective Trust
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard 500 Index Admiral Fund | — | — | — | $38.1M | 17.3% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $22.1M | 10.1% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $19.8M | 9.0% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $19.7M | 9.0% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $16.0M | 7.3% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $13.9M | 6.3% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $11.1M | 5.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $10.1M | 4.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.8M | 3.1% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $5.7M | 2.6% | |
| Vanguard Small Cap Index Fund | — | — | — | $5.6M | 2.6% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $5.4M | 2.5% | |
| Fidelity Total Bond K6 | — | — | — | $5.4M | 2.4% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $5.3M | 2.4% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $5.0M | 2.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $4.8M | 2.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $3.8M | 1.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $3.6M | 1.6% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $3.5M | 1.6% | |
| Dodge & Cox Intl Stock X | — | — | — | $3.3M | 1.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $3.0M | 1.4% | |
| JPMorgan Equity Income R6 | — | — | — | $2.2M | 1.0% | |
| Principal Real Estate Securities FD R6 | — | — | — | $1.7M | 0.8% | |
| Franklin Small Cap Value R6 | — | — | — | $1.3M | 0.6% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $592K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $232K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $215K | <0.1% | |
| American Funds Europacific GR R6 | — | — | — | $89K | <0.1% |