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Original filing (PDF)20250821074831NAL0007812802001
SAILPOINT TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
1,592
Accounts w/ balance
1,862
Plan assets (EOY)
$195.1M
Net assets (EOY)
$195.1M
How this plan invests
This plan
19 pooled trusts
Schedule D
30 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
- 14 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 SAILPOINT TECHNOLOGIES, INC..
Plan sponsor
Name
SAILPOINT TECHNOLOGIES, INC.
EIN
90-0187685
Address
11305 FOUR POINTS DR # 100 · AUSTIN, TX · 78726
Phone
(512) 346-2000
Industry
Custom Computer Programming· 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
2025-08-21
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KBFALK, PLLC
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 | $127K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $59K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBFALK, PLLC | 82-3097971 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
11 direct securities · 19 pooled funds· $195.1M(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.
Common Collective Trust
$109.6M
19 holdings
Uncategorized
$85.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $38.4M | 19.7% | |
| JPM Large Cap Growth R6 Mutual Funds | — | — | — | $20.6M | 10.6% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $17.6M | 9.0% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $15.8M | 8.1% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $14.5M | 7.4% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $12.1M | 6.2% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $10.9M | 5.6% | |
| Fidelity Brokerage Link Accounts Self-Directed Brokerage Accounts | — | — | — | $6.1M | 3.1% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $6.0M | 3.1% | |
| Fidelity International Index Fund Mutual Funds | — | — | — | $5.6M | 2.9% | |
| TRP RET HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $5.3M | 2.7% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $5.2M | 2.6% | |
| Fidelity Small Cap Growth Mutual Funds | — | — | — | $4.8M | 2.4% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $4.5M | 2.3% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.7M | 1.9% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Fidelity Extended Market Index Fund Mutual Funds | — | — | — | $3.4M | 1.7% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.3M | 1.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.1% | |
| Fidelity U.S. Bond Index Mutual Funds | — | — | — | $2.0M | 1.0% | |
| Pimco Income Fund Institutional Class Mutual Funds | — | — | — | $1.7M | 0.9% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | — | — | — | $1.6M | 0.8% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Allspring Special Small Cap Value Fund Mutual Funds | — | — | — | $1.1M | 0.6% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $201K | 0.1% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $67K | <0.1% | |
| TRP RET HYB 2005 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $13K | <0.1% | |
| TRP RET HYB 2010 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $8K | <0.1% |
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