Balaji Gandhi signed Phreesia, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phreesia, Inc.'s EIN is 20-2275479.
Download the official 2024 Form 5500 (PDF) for Phreesia, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phreesia, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $49K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Large-Cap Stocks (1) | Common Collective Trusts | — | — | $11.2M | 22.5% | |
| T. Rowe Price Retirement 2055 (1) | Other securities | — | — | $5.2M | 10.4% | |
| T. Rowe Price Retirement 2050 (1) | Other securities | — | — | $4.5M | 9.1% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.1M | 6.2% | |
| T. Rowe Price Retirement 2040 (1) | Other securities | — | — | $3.0M | 6.0% | |
| T. Rowe Price Retirement 2060 (1) | Other securities | — | — | $2.8M | 5.6% | |
| T. Rowe Price Retirement 2045 (1) | Other securities | — | — | $2.3M | 4.6% | |
| T. Rowe Price Retirement 2035 (1) | Other securities | — | — | $2.1M | 4.1% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $1.4M | 2.8% | |
| Fidelity Mid Cap Index Fund Mid-Cap Stocks (1) | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| Allspring Special Mid Cap Value Fund - Class Institutional Mid-Cap Stocks (1) | Other securities | — | — | $1.2M | 2.4% | |
| T. Rowe Price Retirement 2030 (1) | Other securities | — | — | $1.2M | 2.4% | |
| Fidelity Small Cap Index Fund Small-Cap Stocks (1) | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| American Century Small Cap Growth Fund R6 Small-Cap Stocks (1) | Other securities | — | — | $1.1M | 2.1% | |
| Fidelity International Index Fund International Stocks (1) | Common Collective Trusts | — | — | $941K | 1.9% | |
| MFS Value Fund R6 Large-Cap Stocks (1) | Mutual Funds | — | — | $860K | 1.7% | |
| DFA Global Equity Portfolio Institutional Class International Stocks (1) | Mutual Funds | — | — | $847K | 1.7% | |
| T. Rowe Price Retirement 2065 (1) | Other securities | — | — | $841K | 1.7% | |
| JPMorgan International Equity Fund Class R6 International Stocks (1) | Other securities | — | — | $608K | 1.2% | |
| John Hancock Bond Fund Class R6 Bonds (1) | Other securities | — | — | $589K | 1.2% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $571K | 1.1% | |
| Principal High Yield Institutional Class Bonds (1) | Other securities | — | — | $540K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $425K | 0.9% | |
| Franklin Small Cap Value Fund Advisor Class Small-Cap Stocks (1) | Mutual Funds | — | — | $406K | 0.8% | |
| Notes receivable from participants Participant loans at interest rates ranging from 5.25% to 10.5%; maturities through 2032 | Bonds / Notes | — | — | $356K | 0.7% | |
| T. Rowe Price Retirement 2020 (1) | Other securities | — | — | $334K | 0.7% | |
| T. Rowe Price Retirement 2025 (1) | Other securities | — | — | $276K | 0.6% | |
| Fidelity Emerging Markets Fund Class K International Stocks (1) | Mutual Funds | — | — | $227K | 0.5% | |
| Fidelity U.S. Bond Index Fund Bonds (1) | Common Collective Trusts | — | — | $175K | 0.4% | |
| T. Rowe Price Retirement 2010 (1) | Other securities | — | — | $100K | 0.2% | |
| T. Rowe Price Retirement 2015 (1) | Other securities | — | — | $65K | 0.1% | |
| PIMCO Income Fund Institutional Class Bonds (1) | Mutual Funds | — | — | $52K | 0.1% | |
| T. Rowe Price Retirement 2005 (1) | Other securities | — | — | $21K | <0.1% | |
| Fidelity Government Market K6 Money Market (1) | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
