Retirement plan

INFLUXDATA INC. RETIREMENT TRUST

Name: INFLUXDATA INC. - INFLUXDATA INC. RETIREMENT TRUST (2024) Form 5500
Creator: INFLUXDATA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFLUXDATA INC. RETIREMENT TRUST, INFLUXDATA INC.

INFLUXDATA INC.EIN 46-1726908Plan #001PY 2024

548 MARKET ST. PMB 77953 - SAN FRANCISCO, CA 94104415-295-1901influxdata.comLinkedIn201-500 employeescomputer software

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$10.1M

+15.7% from 2023

Total participants

183

-20.4% from 2023

Average account balance

$59,129

+49.7% from 2023

Annual return

16.64%

-3.48 pp from 2023

Benchmarks

See 1,009 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,009 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.05M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

170

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.

89.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$195

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$31,217
JP MORGAN INVESTMENT MANAGEMENT INC4 years Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101	Investment Management	$1,883

Plan features & details

Pension benefit codes2E2F2H2J2S2T3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$33K

$271 / participant

Recordkeeping$31K94.3%
Investment mgmt$2K5.7%

% of EOY assets

0.329%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SILICON VALLEY ACCOUNTANCY CORPORAT
Auditor EIN: 770573994
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,129

$79,169-25.3%

$100,415-41.1%

$74,478-20.6%

Participation rate

89.3%

79.4%+9.9pp

81.5%+7.8pp

67.2%+22.1pp

Annual return

16.64%

20.51%-3.9pp

49.47%-32.8pp

1370.56%-1353.9pp

Employer contribution / active EE

$3,017-100.0%

$3,943-100.0%

$2,626-100.0%

Participant deferral / active EE

$14,127

$7,751+82.3%

$8,091+74.6%

$4,350+224.7%

Admin fee / account holder

$195

$1,337-85.4%

$7,906-97.5%

$1,946-90.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$31,217

JP MORGAN INVESTMENT MANAGEMENT INC4 years

Filed as: COTA STREET INVESTMENT MANAGEMENT

Service code 28

24 E. COTA STREET · SANTA BARBARA, CA 93101

Investment Management

$1,883

INFLUXDATA INC. RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFLUXDATA INC. RETIREMENT TRUST

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