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Original filing (PDF)20250725104150NAL0003351763001
PANDADOC, INC
Form 5500
FILING_RECEIVED
PANDADOC, INC 401(K) PLAN
401(k) retirement plan
Active participants
181
Accounts w/ balance
226
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
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 (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
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANDADOC, INC.
Plan sponsor
Name
PANDADOC, INC
EIN
45-3821815
Address
548 MARKET STREET PMB 185308 · SAN FRANCISCO, CA · 94104
Phone
(312) 399-4084
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-07-25
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
SILICON VALLEY ACCOUNTANCY CORPORAT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Investments
31 direct securities· $7.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $1.4M | 18.7% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $1.3M | 16.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 14.9% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $507K | 6.6% | |
| JPMorgan International Equity Fund Mutual Fund | — | — | — | $372K | 4.9% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $346K | 4.5% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $258K | 3.4% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $243K | 3.2% | |
| Columbia Dividend Income Fund Mutual Fund | — | — | — | $200K | 2.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $197K | 2.6% | |
| PGIM High-Yield Fund Mutual Fund | — | — | — | $193K | 2.5% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $184K | 2.4% | |
| DFA Emerging Markets Value Fund Mutual Fund 456 * DFA Investment Grade Portfolio Mutual Fund | — | — | — | $182K | 2.4% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $131K | 1.7% | |
| Fidelity Freedom Index Income Fund Mutual Fund 5 * Fidelity International Index Fund Mutual Fund | — | — | — | $111K | 1.5% | |
| Cohen & Steers Institutional Realty Fund Mutual Fund | — | — | — | $111K | 1.5% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $104K | 1.4% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $90K | 1.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $84K | 1.1% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $63K | 0.8% | |
| MFS Global Opportunistic Bond Fund Mutual Fund | — | — | — | $56K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $50K | 0.6% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $41K | 0.5% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $29K | 0.4% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $28K | 0.4% | |
| PIMCO RAE US Small Fund Mutual Fund | — | — | — | $21K | 0.3% | |
| Loomis Sayles Inflation Protected Securities Fd Mutual Fund | — | — | — | $15K | 0.2% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| Fidelity Advisor Small Cap Growth Fund Mutual Fund | — | — | — | $12K | 0.2% | |
| Goldman Sachs Technology Opportunities Fd Mutual Fund | — | — | — | $8K | 0.1% |
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