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Original filing (PDF)20250820141252NAL0003361185001
DOMO, INC.
Form 5500
FILING_RECEIVED
DOMO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
687
Accounts w/ balance
942
Plan assets (EOY)
$123.4M
Net assets (EOY)
$123.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
38 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 DOMO, INC..
Plan sponsor
Name
DOMO, INC.
EIN
87-0554725
Address
802 EAST 1050 SOUTH · AMERICAN FORK, UT · 840035625
Phone
(801) 899-1000
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
2025-08-20
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)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $45K | — |
| LEAFHOUSE | 26-4311657 | — | INVESTMENT ADVISOR | $44K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Investments
28 direct securities · 10 pooled funds· $123.4M(100% 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
$89.7M
28 holdings
Common Collective Trust
$33.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Index 2050 IPR | — | — | — | $17.2M | 13.9% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $14.7M | 11.9% | |
| Fidelity Investments Fidelity Index 2040 IPR | — | — | — | $14.2M | 11.5% | |
| Fidelity Investments Fidelity Index 2045 IPR | — | — | — | $11.6M | 9.4% | |
| Fidelity Investments Fidelity Index 2055 IPR | — | — | — | $11.2M | 9.1% | |
| Fidelity Investments Fidelity Index 2030 IPR | — | — | — | $9.9M | 8.1% | |
| AMERICAN INNOVTN CIT ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.7% | |
| Fidelity Investments Fidelity Index 2060 IPR | — | — | — | $5.3M | 4.3% | |
| Fidelity Investments Fidelity Index 2035 IPR | — | — | — | $4.1M | 3.3% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.5M | 2.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| Columbia Funds Series Col Dividend Inc I3 | — | — | — | $2.2M | 1.8% | |
| Fidelity Investments Fidelity Index 2065 IPR | — | — | — | $2.0M | 1.6% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| Franklin Templeton Investments ClearBridge Intl Grth IS Fd | — | — | — | $1.8M | 1.5% | |
| AMERICAN STABLE VAL ALTA TRUST COMPANY · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| Fidelity Brokeragelink Common Stocks | — | — | — | $1.4M | 1.1% | |
| Fidelity Investments Fidelity Index 2025 IPR | — | — | — | $1.2M | 1.0% | |
| Lord Abbett Lord Abbett Total Return R6 Fd | — | — | — | $1.2M | 0.9% | |
| Fidelity Brokeragelink Unit Investment Trusts Self-Directed Accounts | — | — | — | $1.1M | 0.9% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.1M | 0.9% | |
| Maturing From 2023 Through 2031 -0- | — | — | — | $900K | 0.7% | |
| American Funds JPM Emerging Markets EQ R6 | — | — | — | $727K | 0.6% | |
| JPMorgan Fidelity Fund Self-Directed Accounts | — | — | — | $686K | 0.6% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $686K | 0.6% | |
| Fidelity Brokeragelink Cash and Cash Equivalents | — | — | — | $607K | 0.5% | |
| Cohen & Steers AF infl Linked Bond R6 | — | — | — | $544K | 0.4% | |
| Fidelity Brokeragelink C&S Real Estate Z | — | — | — | $518K | 0.4% | |
| Janus Henderson JH Mlt-Sector Inc N | — | — | — | $431K | 0.3% | |
| Fidelity Investments External Fund Self-Directed Accounts | — | — | — | $423K | 0.3% | |
| FE SMALL CAP OPP 3 BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335 | Common Collective Trust | — | — | $254K | 0.2% | |
| PGIM Funds (Prudential) Fidelity Index 2020 IPR | — | — | — | $152K | 0.1% | |
| Fidelity Investments PGIM GLB Tot Rtn R6 | — | — | — | $86K | <0.1% | |
| Fidelity Brokeragelink Fidelity Index Inc IPR | — | — | — | $64K | <0.1% | |
| Fidelity Brokeragelink Option | — | — | — | $23K | <0.1% | |
| Fidelity Investments Fidelity Index 2015 IPR | — | — | — | $19K | <0.1% | |
| Fidelity Brokeragelink Non Interest Bearing Cash | — | — | — | $6K | <0.1% |
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