Back to filter
Original filing (PDF)20251103114308NAL0015189458001
MITEK SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MITEK SYSTEMS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
175
Accounts w/ balance
226
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PIMCO COLLECTIVE INVESTMENT TRUST II (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITEK SYSTEMS, INC..
Plan sponsor
Name
MITEK SYSTEMS, INC.
EIN
87-0418827
Address
770 FIRST AVENUE · SUITE 425 · SAN DIEGO, CA · 92101
Phone
(619) 269-6800
Industry
Professional & Technical Servicessee 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
2025-11-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 36-4019175 | — | INVESTMENT ADVISOR | $67K | — |
Investments
1 pooled fund· $255K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO STABLE INC 3 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $255K | 1.0% |
Related plans
Other plans using WELLS FARGO ADVISORS
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
$7.9B · 11,088 participants
BOARD OF TRUSTEES ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO
ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO
$2.1B · 3,256 participants
SIDLEY AUSTIN LLP
SIDLEY AUSTIN LLP SAVINGS AND INVESTMENT PLAN
$1.9B · 3,442 participants
OLIN CORPORATION
OLIN CORPORATION EMPLOYEES PENSION PLAN
$1.8B · 1,813 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
OLIN CORPORATION
OLIN CORPORATION RETIREMENT SAVINGS PLAN
$1.4B · 6,731 participants
Similar-size Professional & Technical Services plans
FIREMON, LLC.
FIREMON, LLC 401(K) PLAN
$26.4M · 171 participants
ACTIVEHOURS INC.
ACTIVEHOURS 401(K) PLAN
$26.5M · 339 participants
GUNNISON CONSULTING GROUP, INC.
GUNNISON CONSULTING GROUP, INC. 401(K) PLAN
$26.5M · 315 participants
SENTINEL TECHNOLOGIES, INC.
SENTINEL TECHNOLOGIES INC. EMPLOYEE STOCK OWNERSHIP PLAN
$26.6M · 542 participants
BRANCH METRICS, INC.
BRANCH METRICS RETIREMENT TRUST
$26.6M · 197 participants
INFINIDAT, INC.
INFINIDAT, INC. 401(K) PROFIT SHARING PLAN
$26.2M · 149 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B