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Original filing (PDF)20251001090751NAL0012964273001
BIGPANDA, INC.
Form 5500
FILING_RECEIVED
BIGPANDA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure26% in single holding
Active participants
171
Accounts w/ balance
213
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Total Market Index Fund Mutual Fund" is 26% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIGPANDA, INC..
Plan sponsor
Name
BIGPANDA, INC.
EIN
99-0371778
Address
555 TWIN DOLPHIN DR · SUITE 155 · REDWOOD CITY, CA · 94065
Phone
(650) 562-6555
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
2025-10-01
Pension benefit codes
2G · Total participant-directed accounts
2E · Profit-sharing
2S · Automatic enrollment
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities· $11.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $3.0M | 25.7% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.2M | 9.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.1M | 9.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $819K | 7.0% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $745K | 6.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $508K | 4.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $477K | 4.1% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $467K | 4.0% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $460K | 3.9% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $457K | 3.9% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $426K | 3.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $349K | 3.0% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $288K | 2.5% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $279K | 2.4% | |
| Fidelity International Bond Index Fund Mutual Fund | — | — | — | $241K | 2.1% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $228K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $151K | 1.3% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $111K | 1.0% | |
| PIMCO RAE US Small Fund Institutional Class Mutual Fund | — | — | — | $76K | 0.7% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $72K | 0.6% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class Mutual Fund | — | — | — | $62K | 0.5% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $56K | 0.5% | |
| Gabelli U.S. Treasury Money Market Fund Class I Money Market | — | — | — | $53K | 0.5% | |
| Participant loans maturing through August 2029 - | — | — | — | $39K | 0.3% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $24K | 0.2% | |
| Principal MidCap Value Fund I R-6 Class Mutual Fund | — | — | — | $23K | 0.2% | |
| Buffalo Small Cap Growth Fund Institutional Class Mutual Fund | — | — | — | $22K | 0.2% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class Mutual Fund ** 485 * Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $2K | <0.1% |
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