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Original filing (PDF)20250714121532NAL0002560434001
SERVICETITAN, INC.
Form 5500
FILING_RECEIVED
SERVICETITAN 401(K) PLAN
401(k) retirement plan
Active participants
2,297
Accounts w/ balance
2,924
Plan assets (EOY)
$168.7M
Net assets (EOY)
$168.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICETITAN, INC..
Plan sponsor
Name
SERVICETITAN, INC.
EIN
26-0331862
Address
801 BRAND BLVD. SUITE 700 · GLENDALE, CA · 91203
Phone
(855) 899-0970
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $40K | — |
Investments
27 direct securities · 5 pooled funds· $170.3M(100% of reported assets)
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.
Uncategorized
$164.7M
27 holdings
Common Collective Trust
$5.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Premier II Class Mutual Fund | — | — | — | $31.0M | 18.4% | |
| Fidelity Freedom Index 2050 Fund Premier II Class Mutual Fund | — | — | — | $26.9M | 16.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $26.2M | 15.6% | |
| Fidelity Freedom Index 2060 Fund Premier II Class Mutual Fund | — | — | — | $15.8M | 9.4% | |
| Fidelity Freedom Index 2045 Fund Premier II Class Mutual Fund | — | — | — | $13.5M | 8.0% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $9.1M | 5.4% | |
| Fidelity Freedom Index 2040 Fund Premier II Class Mutual Fund | — | — | — | $8.6M | 5.1% | |
| Fidelity Freedom Index 2035 Fund Premier II Class Mutual Fund | — | — | — | $5.0M | 3.0% | |
| BlackRock Technology Opportunities Fund Institutional Shares Mutual Fund | — | — | — | $4.8M | 2.9% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $4.3M | 2.5% | |
| Fidelity Freedom Index 2065 Fund Premier II Class Mutual Fund | — | — | — | $3.0M | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $2.9M | 1.7% | |
| Fidelity Freedom Index 2030 Fund Premier II Class Mutual Fund | — | — | — | $2.4M | 1.4% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | — | — | — | $2.1M | 1.3% | |
| Columbia Dividend Income Fund Institutional 3 Class Common/Collective Trust | — | — | — | $2.0M | 1.2% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $2.0M | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.7M | 1.0% | |
| Dodge & Cox Income Fund Class Mutual Fund | — | — | — | $1.6M | 0.9% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| Fidelity U.S, Bond Index Mutual Fund | — | — | — | $960K | 0.6% | |
| MFS MID CAP GROWTH S GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $711K | 0.4% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $661K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Premier II Class Mutual Fund | — | — | — | $562K | 0.3% | |
| Allspring Special Small Cap Value Fund - Class R6 Mutual Fund | — | — | — | $507K | 0.3% | |
| C&S US REALTY S SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $452K | 0.3% | |
| Brokerage Securities Participant-Directed Brokerage Accounts | — | — | — | $339K | 0.2% | |
| Principal Small Cap Growth Fund I Class R-6 Mutual Fund | — | — | — | $317K | 0.2% | |
| Fidelity Freedom Index 2010 Fund Premier II Class Mutual Fund ** 8 * Fidelity Freedom Index 2015 Fund Premier II Class Mutual Fund ** 658 * Fidelity Freedom Index 2020 Fund Premier II Class Mutual Fund | — | — | — | $121K | <0.1% | |
| Fidelity Freedom Index Income Fund Premier II Class Mutual Fund | — | — | — | $62K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Premier II Class Mutual Fund ** 580 * Fidelity Freedom Index 2070 Fund Investor Class Mutual Fund | — | — | — | $1K | <0.1% |
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