Retirement plan

THE TRADE DESK 401(K) PLAN

Name: THE TRADE DESK, INC. - THE TRADE DESK 401(K) PLAN (2024) Form 5500
Creator: THE TRADE DESK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TRADE DESK 401(K) PLAN, THE TRADE DESK, INC.

THE TRADE DESK, INC.EIN 27-1887399Plan #001PY 2024

42 N. CHESTNUT STREET - VENTURA, CA 93001805-212-5517thetradedesk.comLinkedIn1001-5000 employeesinternet

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$298.5M

+39.5% from 2023

Total participants

2,713

+14.5% from 2023

Average account balance

$112,035

+22.1% from 2023

Annual return

23.29%

-10.96 pp from 2023

Benchmarks

See 951 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort951 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$298.46M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$112K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,664

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-69

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY9 years Service code 55 · EIN 26-4310632	Other Commissions	$110,448
PENSION ASSURANCE LLP6 years Service code 10 · EIN 30-0840934	Accounting	$14,000
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$197,626

Plan features & details

Pension benefit codes2F2E2G2J2K2S2T3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: $14,000
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,035

$122,186-8.3%

$146,958-23.8%

$199,593-43.9%

Participation rate

97.8%

78.3%+19.5pp

82.2%+15.6pp

72.0%+25.8pp

Annual return

23.29%

30.56%-7.3pp

418.34%-395.0pp

34.25%-11.0pp

Employer contribution / active EE

$7,479

$4,093+82.7%

$4,933+51.6%

$3,034+146.5%

Participant deferral / active EE

$16,358

$8,502+92.4%

$8,070+102.7%

$5,087+221.6%

Admin fee / account holder

-$69

$179-138.7%

$12,998-100.5%

$269-125.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY9 years

Service code 55 · EIN 26-4310632

Other Commissions

$110,448

PENSION ASSURANCE LLP6 years

Service code 10 · EIN 30-0840934

Accounting

$14,000

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$197,626

THE TRADE DESK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TRADE DESK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion