Brandy Heisler signed Thoughtspot, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thoughtspot, Inc.'s EIN is 45-5341442.
Download the official 2024 Form 5500 (PDF) for Thoughtspot, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thoughtspot, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $33K |
| — |
