How big is The Sphere Institute's plan?

The Sphere Institute's plan reported $74.9M in assets and 618 participants for 2024.

Original filing (PDF)20250911102256NAL0000227601001

The Sphere Institute

Name: The Sphere Institute — The Sphere Institute/Acumen, Form 5500 (2024)
Creator: The Sphere Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Sphere Institute/Acumen LLC 401(k) Plan

401(k) retirement plan · The Sphere Institute's The Sphere Institute/Acumen LLC 401(k) Plan held $74.9M in plan assets for 618 participants in 2024, with Fidelity as recordkeeper.

Active participants

618

Accounts w/ balance

904

Plan assets (EOY)

$74.9M

Net assets (EOY)

$74.9M

People on this filing

GREG BORO signed The Sphere Institute's 2024 Form 5500 as plan administrator.

GREG BORO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Sphere Institute's EIN is 91-1748201.

EIN 91-1748201

Plan number 001

Plan year 2024

ACK ID 20250911102256NAL0000227601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Sphere Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Sphere Institute's plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SPHERE INSTITUTE.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

THE SPHERE INSTITUTE

EIN

all filings

Address

500 AIRPORT BOULEVARD · SUITE 100 · BURLINGAME, CA · 94010

Phone

(650) 558-8882

Industry

Professional & Technical Services

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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$62K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLER KAPLAN ARASE LLP	95-2036255	—	ACCOUNTANT/AUDITOR	$14K	—

Investments

32 direct securities· $74.9M(100% of reported assets)

Mutual Funds

$45.6M

13 holdings

Common Collective Trusts

$28.9M

18 holdings

Other securities

$349K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$13.3M	17.8%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$8.8M	11.7%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$8.4M	11.3%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$7.8M	10.5%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.8M	7.7%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$5.8M	7.7%
` Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.4M	7.2%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$3.3M	4.4%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	2.6%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	2.2%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	1.8%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	1.7%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$954K	1.3%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$908K	1.2%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$829K	1.1%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$795K	1.1%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$743K	1.0%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$694K	0.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$658K	0.9%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$652K	0.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$632K	0.8%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$573K	0.8%
Fidelity US Sustainability Index Fund Mutual Fund	Common Collective Trusts	—	—	$527K	0.7%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$520K	0.7%
Fidelity Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$453K	0.6%
Fidelity Mid Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$434K	0.6%
maturing through August 2034	Other securities	—	—	$349K	0.5%
Vanguard Intermediate Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$201K	0.3%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$136K	0.2%
Fidelity International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$64K	<0.1%
Fidelity Short-Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$14K	<0.1%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$6K	<0.1%