Leanna Lilly signed Servicetitan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Servicetitan, Inc.'s EIN is 26-0331862.
Download the official 2024 Form 5500 (PDF) for Servicetitan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Servicetitan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $40K | — |
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 Freedom Index 2055 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $31.0M | 18.4% | |
| Fidelity Freedom Index 2050 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $26.9M | 16.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $26.2M | 15.6% | |
| Fidelity Freedom Index 2060 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $15.8M | 9.4% | |
| Fidelity Freedom Index 2045 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $13.5M | 8.0% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $9.1M | 5.4% | |
| Fidelity Freedom Index 2040 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $8.6M | 5.1% | |
| Fidelity Freedom Index 2035 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $5.0M | 3.0% | |
| BlackRock Technology Opportunities Fund Institutional Shares Mutual Fund | Other securities | — | — | $4.8M | 2.9% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.3M | 2.5% | |
| Fidelity Freedom Index 2065 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $3.0M | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.9M | 1.7% | |
| Fidelity Freedom Index 2030 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $2.4M | 1.4% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $2.1M | 1.3% | |
| Columbia Dividend Income Fund Institutional 3 Class Common/Collective Trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $1.7M | 1.0% | |
| Dodge & Cox Income Fund Class Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $661K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $562K | 0.3% | |
| Allspring Special Small Cap Value Fund - Class R6 Mutual Fund | Other securities | — | — | $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 | Self-Directed Brokerage | — | — | $339K | 0.2% | |
| Principal Small Cap Growth Fund I Class R-6 Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $121K | <0.1% | |
| Fidelity Freedom Index Income Fund Premier II Class Mutual Fund | Mutual Funds | — | — | $62K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Premier II Class Mutual Fund ** 580 * Fidelity Freedom Index 2070 Fund Investor Class Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
