Julie Tripsha signed Workato Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workato Inc.'s EIN is 46-4341757.
Download the official 2024 Form 5500 (PDF) for Workato Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workato Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
