Plan5500

The Trade Desk 401(K) Plan — Form 5500 plan (The Trade Desk, Inc.)

Plain-English plan 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, The Trade Desk 401(K) Plan is a benefit plan reported by The Trade Desk, Inc. under EIN 27-1887399 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,012 participants and $213,933,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Trade Desk, Inc.
EIN
27-1887399
Plan number
001
Plan type
2
Location
Ventura, CA
Latest filing year
2023
Participants
2,012
End-of-year plan assets
$213,933,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,012H, C20241015140256NAL0056545570001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$213,933,637
Total liabilities (EOY)
$0
Net assets (EOY)
$213,933,637
Net assets (BOY)
$132,574,053

Income & contributions

Employer contributions
$14,335,857
Participant contributions
$30,142,492
Total contributions
$56,872,313
Total income / additions
$89,840,114

Expenses & distributions

Benefits paid
$8,523,348
Administrative expenses
-$77,570
Total expenses
$8,480,530
Net increase / (decrease)
$81,359,584

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$79,8122023
Pension Assurance LlpACCOUNTANT/AUDITOR$13,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$90,162$02023

Related Form 5500 pages