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Original filing (PDF)20250822181815NAL0002649027001
SAILDRONE, INC.
Form 5500
FILING_RECEIVED
SAILDRONE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
251
Accounts w/ balance
246
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
26 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
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAILDRONE, INC..
Plan sponsor
Name
SAILDRONE, INC.
EIN
90-1117059
Address
1050 W TOWER AVE · ALAMEDA, CA · 94501
Phone
(415) 670-9700
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
2025-08-22
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
26 direct securities· $11.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.9M | 17.4% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.6M | 14.7% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.4M | 13.1% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.4M | 12.9% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.1M | 9.6% | |
| Calvert US Large Cap Core Responsible Index Fund Class R6 Mutual Fund | — | — | — | $788K | 7.1% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $656K | 5.9% | |
| PIMCO RAE US Small Fund Institutional Class Mutual Fund | — | — | — | $268K | 2.4% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $264K | 2.4% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $244K | 2.2% | |
| Fidelity International Sustainability Index Fund Mutual Fund | — | — | — | $230K | 2.1% | |
| Calvert Bond Fund Class R6 Mutual Fund | — | — | — | $222K | 2.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $143K | 1.3% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $118K | 1.1% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund ** 865 * Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $108K | 1.0% | |
| Gabelli US Treasury Money Market Fund Class I Mutual Fund | — | — | — | $100K | 0.9% | |
| Amana Mutual Funds Trust Developing World Fund Institutional Mutual Fund | — | — | — | $82K | 0.7% | |
| Calvert Equity Fund Class R6 Mutual Fund | — | — | — | $77K | 0.7% | |
| Calvert US Mid Cap Core Responsible Index Fund Class I Mutual Fund | — | — | — | $70K | 0.6% | |
| Putnam Small Cap Growth Fund Class R6 Mutual Fund | — | — | — | $64K | 0.6% | |
| Carillon Eagle Growth & Income Fund Class R6 Mutual Fund | — | — | — | $45K | 0.4% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $45K | 0.4% | |
| Principal MidCap Value Fund I R-6 Class Mutual Fund | — | — | — | $32K | 0.3% | |
| Calvert Small Cap Fund Class R6 Mutual Fund | — | — | — | $23K | 0.2% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class Mutual Fund | — | — | — | $2K | <0.1% |
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