Back to filter
Original filing (PDF)20251204163126NAL0002140497001
SHUTTERFLY, LLC
Form 5500
FILING_RECEIVED
SHUTTERFLY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.6 mo
Active participants
5,488
Accounts w/ balance
5,738
Plan assets (EOY)
$380.2M
Net assets (EOY)
$380.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHUTTERFLY, LLC.
Plan sponsor
Name
SHUTTERFLY, LLC
EIN
94-3330068
Address
10 ALMADEN BLVD · SUITE 900 · SAN JOSE, CA · 95113
Phone
(650) 610-5118
Industry
Other Services (ex. Public Admin)see 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
2025-12-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT 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 | $261K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $75K | — |
Investments
10 direct securities · 13 pooled funds· $376.9M(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.
Common Collective Trust
$255.1M
13 holdings
Uncategorized
$121.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $54.8M | 14.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $46.6M | 12.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $40.5M | 10.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $34.0M | 8.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $33.8M | 8.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $31.5M | 8.3% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $21.1M | 5.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.9% | |
| Vanguard U.S. Growth Fund Mutual Fund | — | — | — | $14.7M | 3.9% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $11.2M | 2.9% | |
| Fidelity BrokerageLink Account Various | — | — | — | $9.2M | 2.4% | |
| Vanguard Cash Reserve Federal Money Market Fund Mutual Fund | — | — | — | $8.2M | 2.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.0% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $7.4M | 1.9% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $7.1M | 1.9% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $6.8M | 1.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $6.5M | 1.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.6% | |
| JPMorgan U.S. Small Company Fund Mutual Fund | — | — | — | $4.8M | 1.3% | |
| DFA Real Estate Securities Fund Mutual Fund | — | — | — | $2.2M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $133K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Other Services (ex. Public Admin) plans
BOARD OF TRUSTEES OF LOCAL 966 PENSION PLAN
LOCAL 966 PENSION PLAN
$68.8M · 41 participants
CANDID COLOR SYSTEMS, INC.
CANDID COLOR SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$15.8M · 211 participants
MOM365 INC.
MOM365 INC. 401K RETIREMENT PLAN
$7.6M · 1,003 participants
STAN WILKINSON INC
STAN WILKINSON INC 401 K PROFIT SHARING PLAN AND TRUST
$6.1M · 22 participants
STEVEN MEISEL, INC.
STEVEN MEISEL, INC. PROFIT SHARING PLAN
$5.7M · 9 participants
AMERICAN COLOR IMAGING, INC.
AMERICAN COLOR IMAGING, INC. 401(K) PROFIT SHARING PLAN
$4.9M · 58 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B