David Fallis signed Salesloft, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Salesloft, Inc.'s EIN is 45-3274471.
Download the official 2024 Form 5500 (PDF) for Salesloft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Salesloft, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $113K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $10.8M | 18.1% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $9.2M | 15.4% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $7.0M | 11.8% | |
| Fidelity Management & Research Company LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.5M | 10.9% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $5.3M | 8.9% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $4.6M | 7.7% | |
| Fidelity Management & Research Company LLC Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $3.0M | 5.0% | |
| JPMorgan Investment Management Inc. JPMorgan Large Cap Growth Fund Class R6 | Common Stocks | — | — | $2.1M | 3.6% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $1.6M | 2.7% | |
| Dodge & Cox Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $1.2M | 2.1% | |
| Fidelity Management & Research Company LLC Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $958K | 1.6% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $949K | 1.6% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $945K | 1.6% | |
| Fidelity Management & Research Company LLC Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $601K | 1.0% | |
| Fidelity Management & Research Company LLC Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $586K | 1.0% | |
| SSGA Funds Management Inc. State Street Global All Cap Equity ex-U.S. Index Fund Class K | Common Collective Trusts | — | — | $531K | 0.9% | |
| Capital Research and Management Company American Fund New World Fund Class R-6 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $235K | 0.4% | |
| Carillon Tower Advisors Inc. Carillon Eagle Mid Cap Growth Fund Class R6 | Common Stocks | — | — | $232K | 0.4% | |
| PGIM Investments PGIM High Yield Fund Class R6 | Other securities | — | — | $201K | 0.3% | |
| Fidelity Management & Research Company LLC Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $193K | 0.3% | |
| various dates through 2029 -0- | Other securities | — | — | $169K | 0.3% | |
| Dimensional Fund Advisors LP DFA Inflation-Protected Securities I | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $40K | <0.1% | |
| AP BAL ESG I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $602 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $14K |
| — |
