How big is Freshworks Inc.'s plan?

Freshworks Inc.'s plan reported $24.2M in assets and 373 participants for 2024.

Original filing (PDF)20251008175812NAL0013994146001

Freshworks Inc.

Name: Freshworks Inc. — Freshworks Inc. 401(k) Plan, Form 5500 (2024)
Creator: Freshworks Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Freshworks Inc. 401(k) Plan

Defined-contribution retirement plan · Freshworks Inc.'s Freshworks Inc. 401(k) Plan held $24.2M in plan assets for 373 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

373

Accounts w/ balance

630

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

People on this filing

Becky Bailey signed Freshworks Inc.'s 2024 Form 5500 as plan administrator.

Becky Bailey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Freshworks Inc.'s EIN is 33-1218825.

EIN 33-1218825

Plan number 001

Plan year 2024

ACK ID 20251008175812NAL0013994146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Freshworks Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Freshworks Inc.'s plan includes automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRESHWORKS INC..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FRESHWORKS INC.

EIN

all filings

Address

2950 SOUTH DELAWARE STREET · SAN MATEO, CA · 94403

Phone

(650) 513-0514

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-10-08

Pension benefit codes

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$44K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Investments

31 direct securities· $24.2M(100% of reported assets)

Mutual Funds

$18.8M

22 holdings

Common Collective Trusts

$3.4M

2 holdings

Other securities

$1.6M

6 holdings

Cash / Money Market

$322K

1 holding

					% of plan
VANGUARD TARGET RETIREMENT 2050 INV MUTUAL FUND	Mutual Funds	—	—	$3.0M	12.5%
VANGUARD TARGET RETIREMENT 2055 INV MUTUAL FUND	Mutual Funds	—	—	$3.0M	12.3%
VANGUARD TARGET RETIREMENT 2040 INV MUTUAL FUND	Mutual Funds	—	—	$2.9M	12.0%
VANGUARD TARGET RETIREMENT 2035 INV MUTUAL FUND	Mutual Funds	—	—	$2.6M	10.9%
FIDELITY 500 INDEX MUTUAL FUND	Common Collective Trusts	—	—	$2.3M	9.7%
VANGUARD TARGET RETIREMENT 2045 INV MUTUAL FUND	Mutual Funds	—	—	$2.2M	9.0%
VANGUARD TARGET RETIREMENT 2060 INV MUTUAL FUND	Mutual Funds	—	—	$1.4M	5.9%
JPMORGAN LARGE CAP GROWTH R6 MUTUAL FUND	Other securities	—	—	$1.3M	5.6%
FIDELITY TOTAL MARKET INDEX MUTUAL FUND	Common Collective Trusts	—	—	$1.0M	4.3%
VANGUARD TARGET RETIREMENT 2030 INV MUTUAL FUND	Mutual Funds	—	—	$893K	3.7%
FIDELITY MID CAP INDEX MUTUAL FUND	Mutual Funds	—	—	$478K	2.0%
FIDELITY SMALL CAP INDEX MUTUAL FUND	Mutual Funds	—	—	$410K	1.7%
FIDELITY TOTAL INTERNATIONAL INDEX MUTUAL FUND	Mutual Funds	—	—	$340K	1.4%
FEDERATED HERMES GOVT OBL ADVISOR MONEY MARKET FUND	Cash / Money Market	—	—	$322K	1.3%
DODGE & COX STOCK - I MUTUAL FUND	Mutual Funds	—	—	$236K	1.0%
VANGUARD FTSE SOCIAL INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$233K	1.0%
VANGUARD TARGET RETIREMENT 2065 INV MUTUAL FUND	Mutual Funds	—	—	$227K	0.9%
FIDELITY US BOND INDEX MUTUAL FUND	Mutual Funds	—	—	$197K	0.8%
PIMCO INCOME INSTL MUTUAL FUND	Mutual Funds	—	—	$186K	0.8%
AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND	Mutual Funds	—	—	$185K	0.8%
VANGUARD TARGET RETIREMENT 2025 INV MUTUAL FUND	Mutual Funds	—	—	$111K	0.5%
AMERICAN FUNDS EUROPACIFIC GR R6 MUTUAL FUND	Mutual Funds	—	—	$90K	0.4%
COHEN & STEERS REAL ESTATE SECURITIES A MUTUAL FUND	Other securities	—	—	$82K	0.3%
PRINCIPAL SMALLCAP VALUE II INSTL MUTUAL FUND	Other securities	—	—	$72K	0.3%
JANUS HENDERSON ENTERPRISE N MUTUAL FUND	Mutual Funds	—	—	$71K	0.3%
ALLSPRING SPECIAL MID CAP VALUE R6 MUTUAL FUND	Other securities	—	—	$59K	0.2%
JANUS HENDERSON TRITON I MUTUAL FUND	Mutual Funds	—	—	$54K	0.2%
THROUGH MAY 2029 -0-	Other securities	—	—	$38K	0.2%
PIMCO COMMODITY REAL RET STRAT INSTL MUTUAL FUND	Mutual Funds	—	—	$15K	<0.1%
BLACKROCK HIGH YIELD BOND INSTL MUTUAL FUND	Other securities	—	—	$13K	<0.1%
VANGUARD TARGET RETIREMENT INCOME INV MUTUAL FUND	Mutual Funds	—	—	$12K	<0.1%