Databricks, Inc. 401(k) Plan & Trust
Sponsored by Databricks, Inc. · EIN 462972184 · Plan #001 · San Francisco, CA
- Total assets
- $419M
- Net assets
- $419M
- Active participants
- 4,704
- With balances
- 5,010
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $271,136 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $69,106 |
| Sageview Advisory Group, Llc | Investment advisory (participants) | $9,392 |