2023 Form 5500 filing — The Trade Desk 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015140256NAL0056545570001) for The Trade Desk 401(K) Plan, reported by The Trade Desk, Inc. under EIN 27-1887399 and plan number 001. It reports 2,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140256NAL0056545570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Trade Desk, Inc.
- EIN
- 27-1887399
- Plan number
- 001
- Location
- Ventura, CA
- Participants
- 2,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,933,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $213,933,637
- Employer contributions
- $14,335,857
- Participant contributions
- $30,142,492
- Total income / additions
- $89,840,114
- Benefits paid
- $8,523,348
- Administrative expenses
- -$77,570
- Total expenses
- $8,480,530
- Net increase / (decrease)
- $81,359,584
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $79,812 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$90,162 | $0 |