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Original filing (PDF)20251003053109NAL0001074049001
MONDAY.COM INC.
Form 5500
FILING_RECEIVED
MONDAY.COM INC. 401(K) RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
591
Accounts w/ balance
677
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONDAY.COM INC..
Plan sponsor
Name
MONDAY.COM INC.
EIN
36-4869970
Address
225 PARK AVENUE SOUTH · 13TH FLOOR · NEW YORK, NY · 10003
Phone
(917) 626-7441
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $42K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $48K | — |
Investments
35 direct securities · 1 pooled fund· $43.3M(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.
Registered Investment Companies
$27.9M
15 holdings
Uncategorized
$15.3M
20 holdings
Common Collective Trust
$97K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $8.1M | 26.1% | |
| Vanguard Target Retirement 2060 Fund Investor Cl Mutual Fund | — | — | — | $5.9M | 19.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $5.9M | 19.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $5.1M | 16.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $5.1M | 16.2% | |
| Vanguard Target Retirement 2050 Fund Investor Cl Mutual Fund | Registered Investment Companies | — | — | $4.0M | 12.9% | |
| Vanguard Target Retirement 2045 Fund Investor Cl Mutual Fund | Registered Investment Companies | — | — | $2.0M | 6.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.0M | 3.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $924K | 3.0% | |
| Vanguard Target Retirement 2065 Fund Investor Cl Mutual Fund | — | — | — | $924K | 3.0% | |
| BNY Mellon International Stock Fund - Class I Mutual Fund | Registered Investment Companies | — | — | $852K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $693K | 2.2% | |
| PGIM Total Return Bond Fund - Class R6 Mutual Fund | — | — | — | $444K | 1.4% | |
| Invesco Developing Markets Fund - Class Y Mutual Fund | Registered Investment Companies | — | — | $276K | 0.9% | |
| Pioneer Fundamental Growth Fund - Class Y Mutual Fund | — | — | — | $246K | 0.8% | |
| Vanguard Target Retirement 2035 Fund Investor Cl Mutual Fund | Registered Investment Companies | — | — | $242K | 0.8% | |
| AB Small Cap Growth Portfolio - Class K Mutual Fund | — | — | — | $238K | 0.8% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $227K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Investor Cl Mutual Fund | — | — | — | $227K | 0.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $180K | 0.6% | |
| Notes receivable from participants per annum $0 | — | — | — | $146K | 0.5% | |
| JPMorgan U.S Value Fund - Class R6 Mutual Fund | — | — | — | $136K | 0.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $115K | 0.4% | |
| New York Life Anchor Account Series I - Class 0 CCT | — | — | — | $97K | 0.3% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $97K | 0.3% | |
| Virtus KAR Small-Cap Value Fund - Class I Mutual Fund | — | — | — | $93K | 0.3% | |
| BlackRock High Yield Portfolio - Institutional Cl Mutual Fund | — | — | — | $38K | 0.1% | |
| Vanguard Target Retirement Income Fund Investor Mutual Fund | — | — | — | $28K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $28K | <0.1% | |
| MFS Mid Cap Growth Fund - Class R3 Mutual Fund | — | — | — | $20K | <0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $17K | <0.1% | |
| JH Disciplined Value Mid Cap Fund - Cl Mutual Fund | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Investor Cl Mutual Fund | Registered Investment Companies | — | — | $16K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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