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Original filing (PDF)20251016010129NAL0007714912001
WORKATO INC.
Form 5500
FILING_RECEIVED
WORKATO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
368
Accounts w/ balance
474
Plan assets (EOY)
$29.3M
Net assets (EOY)
$0
How this plan invests
This plan
1 pooled trust
Schedule D
51 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKATO INC..
Plan sponsor
Name
WORKATO INC.
EIN
46-4341757
Address
1530 PAGE MILL ROAD · SUITE 100 · PALO ALTO, CA · 94304
Phone
(844) 469-6752
Industry
Custom Computer Programming· 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
2025-10-16
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
50 direct securities · 1 pooled fund· $29.0M(99% 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.
Registered Investment Companies
$29.0M
50 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $5.1M | 17.4% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $4.1M | 13.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.6M | 12.3% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $3.3M | 11.2% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $2.4M | 8.2% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $1.8M | 6.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.6M | 5.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.4M | 4.6% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.1M | 3.9% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $682K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $382K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $294K | 1.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $232K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $231K | 0.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $216K | 0.7% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $195K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $179K | 0.6% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $177K | 0.6% | |
| COLUMBIA SELIGMAN GLBL TECH I | Registered Investment Companies | — | — | $170K | 0.6% | |
| TRP RETIREMENT 2020 I 834 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $162K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $152K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $149K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $121K | 0.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $120K | 0.4% | |
| OAKMARK FUND - INSTITUTIONAL | Registered Investment Companies | — | — | $116K | 0.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $112K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $109K | 0.4% | |
| FIDELITY BALANCED FUND | Registered Investment Companies | — | — | $100K | 0.3% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $96K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $88K | 0.3% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $84K | 0.3% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $62K | 0.2% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $55K | 0.2% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $51K | 0.2% | |
| FID SELECT MED TECH DEV PT | Registered Investment Companies | — | — | $47K | 0.2% | |
| ABRDN INTL SMALL CAP INST | Registered Investment Companies | — | — | $37K | 0.1% | |
| DIAMOND HILL SELECT Y | Registered Investment Companies | — | — | $31K | 0.1% | |
| JANUS HEN DEV WRLD BD N | Registered Investment Companies | — | — | $29K | <0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $20K | <0.1% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $19K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $18K | <0.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $16K | <0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $16K | <0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $11K | <0.1% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $9K | <0.1% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| CAL US MC CORE RESP IDX I | Registered Investment Companies | — | — | $3K | <0.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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