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Original filing (PDF)20251010150527NAL0013385600001
SALESLOFT, INC.
Form 5500
FILING_RECEIVED
SALESLOFT 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
642
Accounts w/ balance
923
Plan assets (EOY)
$59.4M
Net assets (EOY)
$59.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALESLOFT, INC..
Plan sponsor
Name
SALESLOFT, INC.
EIN
45-3274471
Address
1180 W PEACHTREE ST NW SUITE 2400 · ATLANTA, GA · 30309
Phone
(770) 756-8026
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
2025-10-10
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $113K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 6 pooled funds· $59.4M(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
$58.0M
25 holdings
Common Collective Trust
$1.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $10.8M | 18.1% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $9.2M | 15.4% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $7.0M | 11.8% | |
| Fidelity Management & Research Company LLC Fidelity 500 Index Fund | — | — | — | $6.5M | 10.9% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $5.3M | 8.9% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $4.6M | 7.7% | |
| Fidelity Management & Research Company LLC Fidelity Total Market Index Fund | — | — | — | $3.0M | 5.0% | |
| JPMorgan Investment Management Inc. JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $2.1M | 3.6% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $1.6M | 2.7% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I | — | — | — | $1.2M | 2.1% | |
| Fidelity Management & Research Company LLC Fidelity Mid Cap Index Fund | — | — | — | $958K | 1.6% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $949K | 1.6% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $945K | 1.6% | |
| Fidelity Management & Research Company LLC Fidelity Small Cap Index Fund | — | — | — | $601K | 1.0% | |
| Fidelity Management & Research Company LLC Fidelity Total Bond K6 Fund | — | — | — | $586K | 1.0% | |
| SSGA Funds Management Inc. State Street Global All Cap Equity ex-U.S. Index Fund Class K | — | — | — | $531K | 0.9% | |
| Capital Research and Management Company American Fund New World Fund Class R-6 | — | — | — | $530K | 0.9% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $486K | 0.8% | |
| Capital Research and Management Company American Funds New Perspective Fund R6 | — | — | — | $453K | 0.8% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $447K | 0.8% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $267K | 0.4% | |
| Dimensional Fund Advisors LP DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $235K | 0.4% | |
| Carillon Tower Advisors Inc. Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $232K | 0.4% | |
| PGIM Investments PGIM High Yield Fund Class R6 | — | — | — | $201K | 0.3% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $193K | 0.3% | |
| various dates through 2029 -0- | — | — | — | $169K | 0.3% | |
| Dimensional Fund Advisors LP DFA Inflation-Protected Securities I | — | — | — | $118K | 0.2% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $111K | 0.2% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $75K | 0.1% | |
| Janus Henderson Investors Janus Henderson Balanced Fund Class N | — | — | — | $40K | <0.1% | |
| AP BAL ESG I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $602 | <0.1% |
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