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Original filing (PDF)20250911102256NAL0000227601001
THE SPHERE INSTITUTE
Form 5500
FILING_RECEIVED
THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN
401(k) retirement plan
Active participants
618
Accounts w/ balance
904
Plan assets (EOY)
$74.9M
Net assets (EOY)
$74.9M
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 (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 (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SPHERE INSTITUTE.
Plan sponsor
Name
THE SPHERE INSTITUTE
EIN
91-1748201
Address
500 AIRPORT BOULEVARD · SUITE 100 · BURLINGAME, CA · 94010
Phone
(650) 558-8882
Industry
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
2025-09-11
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
Accountant / Auditor
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $13.3M | 17.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $8.8M | 11.7% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $8.4M | 11.3% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $7.8M | 10.5% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $5.8M | 7.7% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $5.8M | 7.7% | |
| ` Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $5.4M | 7.2% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $3.3M | 4.4% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $1.9M | 2.6% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $1.6M | 2.2% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $1.3M | 1.8% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $1.3M | 1.7% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $954K | 1.3% | |
| Fidelity Mid Cap Growth Index Fund Mutual Fund | — | — | — | $908K | 1.2% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $829K | 1.1% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund | — | — | — | $795K | 1.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $743K | 1.0% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $694K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $658K | 0.9% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $652K | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $632K | 0.8% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $573K | 0.8% | |
| Fidelity US Sustainability Index Fund Mutual Fund | — | — | — | $527K | 0.7% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $520K | 0.7% | |
| Fidelity Small Cap Value Index Fund Mutual Fund | — | — | — | $453K | 0.6% | |
| Fidelity Mid Cap Value Index Fund Mutual Fund | — | — | — | $434K | 0.6% | |
| maturing through August 2034 | — | — | — | $349K | 0.5% | |
| Vanguard Intermediate Bond Index Fund Mutual Fund | — | — | — | $201K | 0.3% | |
| Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $136K | 0.2% | |
| Fidelity International Bond Index Fund Mutual Fund | — | — | — | $64K | <0.1% | |
| Fidelity Short-Term Bond Index Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $6K | <0.1% |