Retirement plan

SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: SAILPOINT TECHNOLOGIES, INC. - SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: SAILPOINT TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST, SAILPOINT TECHNOLOGIES, INC.

SAILPOINT TECHNOLOGIES, INC.EIN 90-0187685Plan #001PY 2025

11305 FOUR POINTS DR # 100 - AUSTIN, TX 78726512-346-2000

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$261.2M

+33.9% from 2024

Total participants

2,231

+13.1% from 2024

Average account balance

$121,891

+16.4% from 2024

Annual return

24.35%

+2.73 pp from 2024

Benchmarks

See 153 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort153 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$261.21M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

2,143

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.

95.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+24.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$130

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786	Loan Processing	$123,057
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524	Advisory (Plan)	$79,547
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143	Advisory (Plan)	$74,964

Plan features & details

Pension benefit codes2G2J2T2E2F3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

Admin total

$279K

$154 / participant

Recordkeeping$122K43.6%
Investment mgmt$155K55.4%
Other / not subdivided$3K1.1%

% of EOY assets

0.107%

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: KBFALK, PLLC
Auditor EIN: 823097971
Audit fees: $3,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$121,891

$150,541-19.0%

$145,433-16.2%

$103,975+17.2%

Participation rate

95.1%

81.1%+14.0pp

82.1%+13.0pp

72.5%+22.6pp

Annual return

24.35%

20.73%+3.6pp

66.58%-42.2pp

19.41%+4.9pp

Employer contribution / active EE

$4,718

$5,177-8.9%

$4,554+3.6%

$3,722+26.8%

Participant deferral / active EE

$16,299

$9,456+72.4%

$7,897+106.4%

$5,343+205.1%

Admin fee / account holder

$130

$165-21.0%

$13,129-99.0%

$332-60.8%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 37 · EIN 04-2647786

Loan Processing

$123,057

STRATEGIC ADVISORS, INC.1 year

Filed as: STRATEGIC ADVISERS LLC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$79,547

CAPFINANCIAL PARTNERS LLC5 years

Service code 27 · EIN 26-0058143

Advisory (Plan)

$74,964

SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND 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