Heather Tomlinson signed Dialpad Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dialpad Inc.'s EIN is 27-4944127.
Download the official 2023 Form 5500 (PDF) for Dialpad Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Dialpad Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $5.8M | 20.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $3.9M | 13.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.8M | 13.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.2M | 11.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 9.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 4.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.0M | 3.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $885K | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $781K | 2.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $764K | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $754K | 2.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $658K | 2.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $572K | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $432K | 1.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $256K | 0.9% | |
| BLACKROCK HIGH YIELD BOND K | Registered Investment Companies | — | — | $247K | 0.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $247K | 0.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $240K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $240K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $222K | 0.8% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $116K | 0.4% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $114K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $96K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $76K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.2% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $61K | 0.2% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $53K | 0.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $53K | 0.2% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $47K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $45K | 0.2% | |
| COLUMBIA CORPORATE INCOME - I3 | Registered Investment Companies | — | — | $43K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
