Back to filter
Original filing (PDF)20251014170557NAL0003466033001
SEMRUSH, INC.
Form 5500
FILING_RECEIVED
SEMRUSH, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
324
Accounts w/ balance
415
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEMRUSH, INC..
Plan sponsor
Name
SEMRUSH, INC.
EIN
90-0897948
Address
800 BOYLSTON STREET · SUITE 2475 · BOSTON, MA · 02199
Phone
(855) 814-4510
Industry
All Other Professional Services· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
27 direct securities · 3 pooled funds· $16.0M(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
$15.3M
27 holdings
Common Collective Trust
$738K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price Retirement I 2050 I " | — | — | — | $2.6M | 16.1% | |
| Fidelity 500 Index " | — | — | — | $2.0M | 12.1% | |
| T.Rowe Price Retirement I 2055 I " | — | — | — | $1.8M | 10.9% | |
| T.Rowe Price Retirement I 2060 I " | — | — | — | $1.7M | 10.6% | |
| T.Rowe Price Retirement I 2045 I " | — | — | — | $1.6M | 10.2% | |
| Fidelity International Index " | — | — | — | $876K | 5.4% | |
| T.Rowe Price Retirement I 2040 I " | — | — | — | $656K | 4.1% | |
| T.Rowe Price Retirement I 2035 I " | — | — | — | $515K | 3.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $505K | 3.1% | |
| T.Rowe Price Retirement I 2030 I " | — | — | — | $402K | 2.5% | |
| T.Rowe Price Retirement I 2065 I " | — | — | — | $395K | 2.4% | |
| T.Rowe Price Retirement I 2025 I " | — | — | — | $386K | 2.4% | |
| Fidelity Mid Cap Index " | — | — | — | $341K | 2.1% | |
| MassMutual Small Cap Opportunities Fund Clas " | — | — | — | $294K | 1.8% | |
| BlackRock 60/40 Target Allocation K " | — | — | — | $248K | 1.5% | |
| BlackRock 20/80 Target Allocation K " | — | — | — | $241K | 1.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $233K | 1.4% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $209K | 1.3% | |
| Fidelity Small Cap Index " | — | — | — | $189K | 1.2% | |
| BlackRock Technology Opportunities K " | — | — | — | $187K | 1.2% | |
| Fidelity Advisor total Bond Z " | — | — | — | $120K | 0.7% | |
| BlackRock 80/20 Target Allocation K " | — | — | — | $111K | 0.7% | |
| BlackRock 40/60 Target Allocation K " | — | — | — | $108K | 0.7% | |
| Participant Loans (8.50% - 9.50%) - | — | — | — | $104K | 0.6% | |
| T.Rowe Price Retirement I 2015 I " ** 445 T.Rowe Price Retirement I 2020 I " | — | — | — | $77K | 0.5% | |
| MassMutual Overseas Fund Class I " | — | — | — | $75K | 0.5% | |
| PIMCO Income Fund Institutional Class " | — | — | — | $41K | 0.3% | |
| EI Fixed Account - Series Class I Guaranteed account | — | — | — | $29K | 0.2% | |
| T. Rowe Price Mid-Cap Value Fund " | — | — | — | $16K | 0.1% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size All Other Professional Services plans
RUSSELL STANDARD CORPORATION
RUSSELL STANDARD CORPORATION 401 (K) PROFIT SHARING PLAN & TRUST
$16.2M · 205 participants
ASAHI REFINING USA, INC.
ASAHI SAVINGS PLAN
$16.2M · 152 participants
HANWHA Q CELLS USA CORP.
HANWHA Q CELLS USA CORP. 401(K) PLAN
$16.2M · 444 participants
PRINCETON PUBLIC AFFAIRS GROUP, INC.
PRINCETON PUBLIC AFFAIRS GROUP, INC. PROFIT SHARING PLAN AND TRUST
$16.2M · 15 participants
ZWJ INVESTMENT COUNSEL, INC.
ZWJ 401(K) PROFIT SHARING PLAN
$16.2M · 17 participants
PROVEN BUSINESS SYSTEMS, LLC
PROVEN BUSINESS SYSTEMS 401(K) PLAN
$16.1M · 286 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B