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Original filing (PDF)20251015125418NAL0004901697001
THOUGHTWORKS, INC
Form 5500
FILING_RECEIVED
THOUGHTWORKS, INC 401(K) PLAN
401(k) retirement plan
Active participants
670
Accounts w/ balance
1,339
Plan assets (EOY)
$226.3M
Net assets (EOY)
$226.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOUGHTWORKS, INC.
Plan sponsor
Name
THOUGHTWORKS, INC
EIN
36-3888809
Address
200 E RANDOLPH ST. · 25TH FLOOR · CHICAGO, IL · 60601
Phone
(312) 373-1000
Industry
Custom Computer Programming· 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
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 | -$43K | — |
Investments
34 direct securities· $225.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $39.4M | 17.4% | |
| American Funds Target Date 2050 | — | — | — | $20.7M | 9.2% | |
| American Funds Target Date 2055 | — | — | — | $18.7M | 8.3% | |
| American Funds Target Date 2045 | — | — | — | $17.0M | 7.5% | |
| Fidelity Contrafund K6 | — | — | — | $15.5M | 6.8% | |
| Fidelity OTC K6 | — | — | — | $15.2M | 6.7% | |
| American Funds Target Date 2040 | — | — | — | $13.9M | 6.1% | |
| Vanguard Information Technology Idx Adm (VITAX) | — | — | — | $9.6M | 4.2% | |
| American Funds Target Date 2035 | — | — | — | $9.5M | 4.2% | |
| American Funds Target Date 2060 | — | — | — | $8.9M | 3.9% | |
| Parnassus Value Equity Fund | — | — | — | $7.5M | 3.3% | |
| Fidelity International Discovery K6 Fund | — | — | — | $5.4M | 2.4% | |
| Loomis Sayles Investment Grade Bond Fund Class N | — | — | — | $5.2M | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $5.1M | 2.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $4.9M | 2.1% | |
| American Funds Target Date 2030 | — | — | — | $4.2M | 1.9% | |
| Parnassus Core Equity Fund - Investor Shares | — | — | — | $3.5M | 1.5% | |
| American Funds Target Date 2025 | — | — | — | $2.8M | 1.2% | |
| Fidelity Investments Fidelity Low Priced Short Term K6 Fund | — | — | — | $2.7M | 1.2% | |
| Fidelity Investments Money market fund - Fidelity Government Money Market Fund K6 | — | — | — | $2.6M | 1.1% | |
| Fidelity International Index Fund | — | — | — | $2.2M | 1.0% | |
| Fidelity Select Energy Portfolio | — | — | — | $1.6M | 0.7% | |
| Ariel Investments Ariel Fund Institutional Class | — | — | — | $1.5M | 0.7% | |
| Cohen & Steers Realty Cohen & Steers Realty Shares Fund Class Z | — | — | — | $1.4M | 0.6% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio - Institutional Class | — | — | — | $1.3M | 0.6% | |
| Participants Participant notes receivable - Bearing interest rates ranging from 4.25 percent to 9.50 percent - | — | — | — | $1.1M | 0.5% | |
| American Funds Target Date 2065 | — | — | — | $1.1M | 0.5% | |
| BlackRock Equity Dividend Fund - Institutional Shares | — | — | — | $1.1M | 0.5% | |
| Virtus Multi-Sector Short Term Bond Fund - Class I | — | — | — | $744K | 0.3% | |
| Gabelli Multi-Sector Short Term Bond Fund - Class I | — | — | — | $611K | 0.3% | |
| American Funds Target Date 2020 | — | — | — | $361K | 0.2% | |
| American Funds American Funds Target Date 2010 | — | — | — | $297K | 0.1% | |
| American Funds Target Date 2015 | — | — | — | $88K | <0.1% | |
| Fidelity Intermediate Bond Fund | — | — | — | $53K | <0.1% |