Original filing (PDF)20250710151613NAL0008805760001

CALENDLY, LLC

Name: CALENDLY, LLC — CALENDLY 401(K) PLAN, Form 5500 (2024)
Creator: CALENDLY, LLC

Form 5500

FILING_RECEIVED

CALENDLY 401(K) PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure28% in single holding

Active participants

532

Accounts w/ balance

731

Plan assets (EOY)

$39.3M

Net assets (EOY)

$39.3M

How this plan invests

This plan

6 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Top holding "Fidelity Freedom Index 2055 Fund - Investor Class Mutual fund n/a n/a n/a n/a" is 28% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALENDLY, LLC.

Plan sponsor

Name

CALENDLY, LLC

EIN

27-2763491

Address

115 E MAIN STREET · STE A1B · BUFORD, GA · 30518

Phone

(800) 979-9850

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

JOHNSON O'CONNOR FERON & CARUCCI

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$81K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

29 direct securities · 6 pooled funds· $40.0M(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

$39.1M

29 holdings

Common Collective Trust

$908K

6 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2055 Fund - Investor Class Mutual fund n/a	—	—	—	$11.1M	28.1%
Fidelity Freedom Index 2050 Fund - Investor Class Mutual fund n/a	—	—	—	$7.1M	18.2%
Fidelity 500 Index Fund - Premium Class Mutual fund n/a	—	—	—	$5.0M	12.8%
Fidelity Freedom Index 2060 Fund - Investor Class Mutual fund n/a	—	—	—	$4.6M	11.8%
Fidelity Freedom Index 2045 Fund - Investor Class Mutual fund n/a	—	—	—	$2.8M	7.2%
Fidelity Freedom Index 2040 Fund - Investor Class Mutual fund n/a	—	—	—	$1.6M	4.1%
Fidelity Freedom Index 2035 Fund - Investor Class Mutual fund n/a	—	—	—	$1.2M	3.0%
American Century Growth Fund R6 Class Mutual fund n/a	—	—	—	$718K	1.8%
Fidelity Freedom Index 2065 Fund - Investor Class Mutual fund n/a	—	—	—	$715K	1.8%
Fidelity Total International Index Mutual fund n/a	—	—	—	$609K	1.5%
Fidelity Freedom Index 2030 Fund - Investor Class Mutual fund n/a	—	—	—	$587K	1.5%
Putnam Large Cap Value Fund Common collective trust n/a	—	—	—	$392K	1.0%
PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$392K	1.0%
Fidelity U.S. Bond Index Fund Mutual fund n/a	—	—	—	$388K	1.0%
Fidelity Mid Cap Index Fund Mutual fund n/a	—	—	—	$365K	0.9%
Fidelity Small Cap Index Fund - Premium Class Mutual fund n/a	—	—	—	$306K	0.8%
The Goldman Sachs Stable Value Collective Trust Common collective trust n/a	—	—	—	$269K	0.7%
GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$269K	0.7%
JPMorgan International Equity Fund Class R6 Mutual fund n/a	—	—	—	$245K	0.6%
Participant Loans Participant loans varies 7.25%-9.50% n/a -0-	—	—	—	$226K	0.6%
Fidelity Emerging Markets Index Fund Mutual fund n/a	—	—	—	$202K	0.5%
WT FAM CORE PL FI S GG FIDELITY INSTITUTIONAL AM CORE PLUS FIXED INCOME CIT · EIN 38-7275325 / PN 001	Common Collective Trust	—	—	$173K	0.4%
Victory Sycamore Established Value Fund Class R6 Mutual fund n/a	—	—	—	$146K	0.4%
PGIM High Yield Fund- Class R6 Mutual fund n/a	—	—	—	$109K	0.3%
Fidelity Freedom Index 2070 Fund - Investor Class Mutual fund n/a	—	—	—	$67K	0.2%
Columbia Small Cap Value II Inst3 Mutual fund n/a	—	—	—	$67K	0.2%
Calvert US Large Cap Core Rspnb Index R6 Mutual fund n/a	—	—	—	$65K	0.2%
IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050	Common Collective Trust	—	—	$48K	0.1%
Fidelity Freedom Index 2025 Fund - Investor Class Mutual Fund n/a	—	—	—	$40K	0.1%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund n/a	—	—	—	$32K	<0.1%
WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134	Common Collective Trust	—	—	$27K	<0.1%
Fidelity Government Money Market Fund K6 Mutual fund n/a	—	—	—	$22K	<0.1%
Loomis Sayles Inflation Protected Secs I Mutual fund n/a	—	—	—	$17K	<0.1%
Fidelity Freedom Index Income Investor Class Mutual fund n/a	—	—	—	$10K	<0.1%
GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$0	<0.1%