Ellen Anderson signed Twilio Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Twilio Inc.'s EIN is 26-2574840.
Download the official 2024 Form 5500 (PDF) for Twilio Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Twilio Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 | $244K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL | 45-3567626 | — | ADVISOR | $72K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARY ROEPCKE MULCHAEY, P.C. | 52-2370901 | — | ACCOUNTANT/AUDITOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $117.8M | 18.7% | |
| FIAM Trust Company Fidelity Freedom 2055 Commingled Pool | Common Collective Trusts | — | — | $91.3M | 14.5% | |
| FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $91.3M | 14.5% | |
| FIAM Trust Company Fidelity Freedom 2050 Commingled Pool | Common Collective Trusts | — | — | $83.6M | 13.3% | |
| FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $83.6M | 13.3% | |
| FIAM Trust Company Fidelity Freedom 2045 Commingled Pool | Common Collective Trusts | — | — | $56.4M | 9.0% | |
| FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $56.4M | 9.0% | |
| Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $49.4M | 7.9% | |
| FIAM Trust Company Fidelity Freedom 2040 Commingled Pool | Common Collective Trusts | — | — | $43.3M | 6.9% | |
| FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $43.3M | 6.9% | |
| FIAM Trust Company Fidelity Freedom 2060 Commingled Pool | Common Collective Trusts | — | — | $40.7M | 6.5% | |
| FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $40.7M | 6.5% | |
| FIAM Trust Company Fidelity Freedom 2035 Commingled Pool | Common Collective Trusts | — | — | $23.2M | 3.7% | |
| FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $23.2M | 3.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $14.1M | 2.2% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $13.2M | 2.1% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $12.8M | 2.0% | |
| BrokerageLink Self-directed brokerage | Self-Directed Brokerage | — | — | $12.8M | 2.0% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $11.8M | 1.9% | |
| FIAM Trust Company Fidelity Freedom 2030 Commingled Pool | Common Collective Trusts | — | — | $10.9M | 1.7% | |
| FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $10.9M | 1.7% | |
| FIAM Trust Company Fidelity Freedom 2065 Commingled Pool | Common Collective Trusts | — | — | $8.2M | 1.3% | |
| FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $8.2M | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $8.2M | 1.3% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $5.2M | 0.8% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $3.8M | 0.6% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $3.7M | 0.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $3.6M | 0.6% | |
| Notes receivable from participants with interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $3.5M | 0.6% | |
| Goldman Sachs Trust Company Stable Value | Stable Value | — | — | $2.6M | 0.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.6M | 0.4% | |
| FIAM Trust Company Fidelity Freedom 2025 Commingled Pool | Common Collective Trusts | — | — | $2.5M | 0.4% | |
| FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| Fidelity International Small Cap Fund | Mutual Funds | — | — | $1.3M | 0.2% | |
| Calvert Bond Fund | U.S. Treasuries | — | — | $1.1M | 0.2% | |
| FIAM Trust Company Fidelity Freedom 2020 Commingled Pool | Common Collective Trusts | — | — | $1.1M | 0.2% | |
| FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| FIAM Trust Company Fidelity Freedom Income Commingled Pool | Common Collective Trusts | — | — | $959K | 0.2% | |
| FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $959K | 0.2% | |
| PIMCO International Bond US H Fund | Mutual Funds | — | — | $877K | 0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $206K | <0.1% | |
| FIAM Trust Company Fidelity Freedom 2015 Commingled Pool | Common Collective Trusts | — | — | $188K | <0.1% | |
| FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $188K | <0.1% | |
| FIAM Trust Company Fidelity Freedom 2010 Commingled Pool | Common Collective Trusts | — | — | $142K | <0.1% | |
| FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $142K | <0.1% | |
| FMTC Fidelity Managed Income Portfolio | Mutual Funds | — | — | $73K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $73K | <0.1% |
