The Sphere Institute 401(k) Plan: Login, Facts & Contact Information

The Sphere Institute 401(k) Plan Facts

Plan name
THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE SPHERE INSTITUTE
Participants
997 (618 active employees)
Former employees with a balance
292
Plan assets
$74,927,659 at Dec 31, 2024
Average account balance
$82,885 across 904 accounts
Employer contributions
$1,555,449 in plan year 2024 (20% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.95 million went into the plan in contributions, $1.56 million of it from the employer (20%).
  • $2.83 million was paid out to participants.
  • Investment and other income added $9.94 million.
  • Administrative expenses were $77,770, about $86 per account.

How the The Sphere Institute 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019662$33.8 million$1.92 million$1.49 million
2020686$43.3 million$1.01 million$1.30 million
2021794$52.0 million$457,879$3.76 million
2022810$45.8 million$691,079$2.02 million
2023894$59.9 million$1.34 million$3.14 million
2024997$74.9 million$1.56 million$2.83 million

The Sphere Institute 401(k) Contact Information

Phone
650-558-8882
Mailing address
500 AIRPORT BOULEVARD SUITE 100, BURLINGAME CA 94010
Plan sponsor
THE SPHERE INSTITUTE
Employer identification number (EIN)
91-1748201
Plan number
001

Questions about the The Sphere Institute 401(k)

Does The Sphere Institute contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.56 million, 20% of all contributions.

Does the The Sphere Institute 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Sphere Institute 401(k) plan?

997 participants at the start of plan year 2024, 618 of them active employees, and 292 former employees who still had money in the plan.

What is the average 401(k) balance at The Sphere Institute?

About $82,885 per account: $74.9 million in plan assets across 904 accounts with a balance at the end of plan year 2024.

Who manages the The Sphere Institute 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Sphere Institute. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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