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Original filing (PDF)20251015213449NAL0011316962001
ZENDESK, INC.
Form 5500
FILING_RECEIVED
ZENDESK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,053
Accounts w/ balance
3,351
Plan assets (EOY)
$352.2M
Net assets (EOY)
$352.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENDESK, INC..
Plan sponsor
Name
ZENDESK, INC.
EIN
26-4411091
Address
989 MARKET STREET · SAN FRANCISCO, CA · 94103
Phone
(415) 704-7457
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
15 direct securities · 12 pooled funds· $352.2M(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.
Common Collective Trust
$240.3M
12 holdings
Uncategorized
$111.8M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $62.3M | 17.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $60.5M | 17.2% | |
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $49.1M | 13.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $34.7M | 9.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $27.3M | 7.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $25.8M | 7.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $15.5M | 4.4% | |
| Fidelity Contrafund K6 Mutual Fund | — | — | — | $12.2M | 3.5% | |
| BrokerageLink Self-directed brokerage accounts | — | — | — | $9.9M | 2.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $8.6M | 2.4% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $7.8M | 2.2% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | — | — | — | $6.8M | 1.9% | |
| Vanguard Total International Stock Admiral Mutual Fund | — | — | — | $6.4M | 1.8% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $2.8M | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $2.8M | 0.8% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $2.6M | 0.7% | |
| BlackRock Equity Dividend K Fund Mutual Fund | — | — | — | $2.6M | 0.7% | |
| Notes receivable from participants 9.50%, maturing through August 2034 - | — | — | — | $2.2M | 0.6% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $2.0M | 0.6% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $1.9M | 0.5% | |
| American Funds Intl Gr and Inc R6 Mutual Fund | — | — | — | $1.5M | 0.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| Loomis Sayles Core Plus Bond Mutual Fund | — | — | — | $1.3M | 0.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $595K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $426K | 0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $221K | <0.1% |
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