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Original filing (PDF)20251201141304NAL0005800243001
PAGERDUTY, INC.
Form 5500
FILING_RECEIVED
PAGERDUTY 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.5 mo
Active participants
697
Accounts w/ balance
1,003
Plan assets (EOY)
$87.6M
Net assets (EOY)
$87.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAGERDUTY, INC..
Plan sponsor
Name
PAGERDUTY, INC.
EIN
27-2793810
Address
600 TOWNSEND ST. #200 · SAN FRANCISCO, CA · 94103
Phone
(866) 935-1337
Industry
All Other Professional Services· 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
2025-12-01
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO, 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 | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
23 direct securities · 1 pooled fund· $87.9M(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
$87.6M
23 holdings
Common Collective Trust
$250K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $13.7M | 15.6% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $12.6M | 14.4% | |
| Party Maturity Value Cost Value Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $11.3M | 12.9% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $10.2M | 11.7% | |
| Fidelity Blue Chip Growth K Mutual Fund | — | — | — | $8.8M | 10.0% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $4.9M | 5.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $4.9M | 5.5% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $4.1M | 4.6% | |
| Vanguard Midcap Index Adm Mutual Fund | — | — | — | $3.0M | 3.4% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $2.7M | 3.0% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $2.6M | 3.0% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $2.1M | 2.4% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $1.4M | 1.6% | |
| MFS Value R6 Mutual Fund | — | — | — | $1.4M | 1.6% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $961K | 1.1% | |
| Baird Core Plus Inst Mutual Fund | — | — | — | $876K | 1.0% | |
| Vanguard Cash Reserves Federal MM Fund Adm Money Market | — | — | — | $747K | 0.9% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $741K | 0.8% | |
| Participant loans 9.50% - | — | — | — | $493K | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $250K | 0.3% | |
| Fidelity Managed Income Portfolio Class 2 Common Collective Trust | — | — | — | $250K | 0.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $28K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $6K | <0.1% |
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