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Original filing (PDF)20250724072649NAL0002472787001
THOUGHTSPOT, INC.
Form 5500
FILING_RECEIVED
THOUGHTSPOT INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
326
Accounts w/ balance
449
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.5M
How this plan invests
This plan
42 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 THOUGHTSPOT, INC..
Plan sponsor
Name
THOUGHTSPOT, INC.
EIN
45-5341442
Address
440 CASTRO STREET, SUITE 1000 · MOUNTAIN VIEW, CA · 94041
Phone
(408) 425-1404
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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COMYNS SMITH MCCLEARY & DEAVER L
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 | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
Investments
42 direct securities· $35.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $5.1M | 14.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $4.1M | 11.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $3.7M | 10.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 8.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.5M | 7.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 5.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 4.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 4.4% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $1.0M | 2.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $869K | 2.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $864K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $762K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $727K | 2.0% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $674K | 1.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $615K | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $504K | 1.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $464K | 1.3% | |
| PRINCIPAL BLUE CHIP FUND R6 | Registered Investment Companies | — | — | $446K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $438K | 1.2% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $381K | 1.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $329K | 0.9% | |
| FID ADV COMM SERVICES Z | Registered Investment Companies | — | — | $302K | 0.8% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $289K | 0.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $280K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $253K | 0.7% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $241K | 0.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $235K | 0.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $205K | 0.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $203K | 0.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $197K | 0.6% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $195K | 0.5% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $138K | 0.4% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $136K | 0.4% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $102K | 0.3% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $96K | 0.3% | |
| GS INT'L SM CAP INSIGHTS - R6 | Registered Investment Companies | — | — | $87K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $83K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $73K | 0.2% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $51K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $45K | 0.1% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $11K | <0.1% |