Original filing (PDF)20251010162903NAL0008480705001

8X8, INC.

Name: 8X8, INC. — 8X8, INC. 401K SAVINGS PLAN, Form 5500 (2024)
Creator: 8X8, INC.

Form 5500

FILING_RECEIVED

8X8, INC. 401K SAVINGS PLAN

401(k) retirement plan

Active participants

634

Accounts w/ balance

1,401

Plan assets (EOY)

$149.8M

Net assets (EOY)

$149.8M

How this plan invests

This plan

15 pooled trusts

Schedule D

324 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

13 bps in Schedule C fees — modestly above peer band of 10 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 8X8, INC..

Plan sponsor

Name

8X8, INC.

EIN

77-0142404

Address

675 CREEKSIDE WAY · CAMPBELL, CA · 95008

Phone

(408) 707-9928

Industry

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

2025-10-10

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$125K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	ADVISOR/CONSULTANT	$73K	—

Investments

320 direct securities · 15 pooled funds· $201.6M(100% 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.

Common Collective Trust

$102.3M

15 holdings

Uncategorized

$99.3M

320 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
TRP RETIRE 2040 J T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	—	—	$19.2M	12.8%
TRP RETIRE 2045 J T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	—	—	$16.5M	11.0%
TRP RETIRE 2035 J T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	—	—	$15.6M	10.4%
TRP RETIRE 2050 J T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	—	—	$14.6M	9.7%
TRP RETIRE 2030 J T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	—	—	$9.8M	6.6%
TRP RETIRE 2055 J T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	—	—	$8.9M	5.9%
TRP RETIRE 2060 J T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	—	—	$4.8M	3.2%
TRP RETIRE 2025 J T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	—	—	$4.6M	3.1%
TRP RETIRE 2020 J T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	—	—	$3.0M	2.0%
TRP GROWTH STOCK TRUST	—	—	—	$2.7M	1.8%
TRP US VALUE EQUITY TRUST	—	—	—	$2.7M	1.8%
TRP US VALUE EQUITY TRUST	—	—	—	$2.5M	1.7%
TRP GROWTH STOCK TRUST	—	—	—	$2.5M	1.7%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$2.5M	1.6%
TRP US VALUE EQUITY TRUST	—	—	—	$2.3M	1.5%
TRP GROWTH STOCK TRUST	—	—	—	$2.3M	1.5%
TRP GROWTH STOCK TRUST	—	—	—	$2.0M	1.3%
TRP US VALUE EQUITY TRUST	—	—	—	$1.9M	1.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.9M	1.2%
TRP EQUITY INDEX TRUST	—	—	—	$1.8M	1.2%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.7M	1.1%
TRP EQUITY INDEX TRUST	—	—	—	$1.7M	1.1%
[DFE: PUTNAM LARGE CAP VALUE TRUST (extraction pending)]	—	—	—	$1.6M	1.1%
PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$1.6M	1.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.5M	1.0%
TRP EQUITY INDEX TRUST	—	—	—	$1.5M	1.0%
TRP US VALUE EQUITY TRUST	—	—	—	$1.4M	0.9%
TRP GROWTH STOCK TRUST	—	—	—	$1.4M	0.9%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.3M	0.9%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$1.3M	0.9%
TRP EQUITY INDEX TRUST	—	—	—	$1.3M	0.9%
TRP BOND TRUST I	—	—	—	$1.3M	0.9%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$1.3M	0.9%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$1.3M	0.8%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$1.2M	0.8%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$1.2M	0.8%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$1.1M	0.8%
TRP BOND TRUST I	—	—	—	$1.1M	0.7%
TRP REAL ASSETS TRUST I	—	—	—	$1.1M	0.7%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$1.1M	0.7%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$1.1M	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$1.0M	0.7%
TRP REAL ASSETS TRUST I	—	—	—	$1.0M	0.7%
TRP US VALUE EQUITY TRUST	—	—	—	$983K	0.7%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$968K	0.6%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$966K	0.6%
TRP US LARGE-CAP CORE TRUST	—	—	—	$939K	0.6%
TRP EQUITY INDEX TRUST	—	—	—	$927K	0.6%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$919K	0.6%
TRP REAL ASSETS TRUST I	—	—	—	$900K	0.6%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$833K	0.6%
TRP BOND TRUST I	—	—	—	$820K	0.5%
TRP REAL ASSETS TRUST I	—	—	—	$784K	0.5%
TRP US VALUE EQUITY TRUST	—	—	—	$760K	0.5%
TRP GROWTH STOCK TRUST	—	—	—	$758K	0.5%
TRP US LARGE-CAP CORE TRUST	—	—	—	$700K	0.5%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$694K	0.5%
TRP EQUITY INDEX TRUST	—	—	—	$672K	0.4%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$659K	0.4%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$654K	0.4%
TRP BOND TRUST I	—	—	—	$628K	0.4%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$619K	0.4%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$605K	0.4%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$590K	0.4%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$557K	0.4%
TRP REAL ASSETS TRUST I	—	—	—	$550K	0.4%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$548K	0.4%
TRP RETIRE 2015 J T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	—	—	$527K	0.4%
TRP US LARGE-CAP CORE TRUST	—	—	—	$515K	0.3%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$506K	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$505K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$494K	0.3%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$481K	0.3%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$477K	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$472K	0.3%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$470K	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$462K	0.3%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$449K	0.3%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$449K	0.3%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$439K	0.3%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$435K	0.3%
TRP BOND TRUST I	—	—	—	$434K	0.3%
TRP EMERGING MKTS EQ TRUST	—	—	—	$430K	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$429K	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$417K	0.3%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$404K	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$402K	0.3%
TRP EMERGING MKTS EQ TRUST	—	—	—	$401K	0.3%
TRP GROWTH STOCK TRUST	—	—	—	$378K	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$374K	0.2%
TRP US VALUE EQUITY TRUST	—	—	—	$370K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$360K	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$355K	0.2%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$350K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$348K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$346K	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$340K	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$338K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$335K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$333K	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$318K	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$313K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$311K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$309K	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$306K	0.2%
TRP RETIRE 2010 J T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	—	—	$306K	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$297K	0.2%
TRP HEDGED EQUITY TRUST	—	—	—	$289K	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$287K	0.2%
TRP NEW HORIZONS TRUST	—	—	—	$287K	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$283K	0.2%
TRP US TREASURY MM TRUST	—	—	—	$278K	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$272K	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$271K	0.2%
TRP RETIRE 2005 J T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	—	—	$267K	0.2%
TRP US LARGE-CAP CORE TRUST	—	—	—	$264K	0.2%
TRP NEW HORIZONS TRUST	—	—	—	$261K	0.2%
TRP EQUITY INDEX TRUST	—	—	—	$253K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$252K	0.2%
TRP HEDGED EQUITY TRUST	—	—	—	$250K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$248K	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$248K	0.2%
TRP US TREASURY MM TRUST	—	—	—	$245K	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$243K	0.2%
TRP NEW HORIZONS TRUST	—	—	—	$236K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$235K	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$227K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$221K	0.1%
TRP GROWTH STOCK TRUST	—	—	—	$221K	0.1%
TRP BOND TRUST I	—	—	—	$219K	0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$218K	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$209K	0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$200K	0.1%
TRP HIGH YIELD TRUST	—	—	—	$200K	0.1%
TRP HIGH YIELD TRUST	—	—	—	$197K	0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$191K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$188K	0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$187K	0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$184K	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$178K	0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$177K	0.1%
TRP US TREASURY MM TRUST	—	—	—	$175K	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$174K	0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$170K	0.1%
TRP REAL ASSETS TRUST I	—	—	—	$167K	0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$161K	0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$160K	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$157K	0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$155K	0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$154K	0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$153K	0.1%
TRP US TREASURY MM TRUST	—	—	—	$152K	0.1%
TRP EQUITY INDEX TRUST	—	—	—	$149K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$146K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$145K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$145K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$143K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$135K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$134K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$125K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$125K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$119K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$119K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$114K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$107K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$104K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$102K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$101K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$100K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$98K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$95K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$95K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$93K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$92K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$91K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$90K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$89K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$88K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$79K	<0.1%
TRP BOND TRUST I	—	—	—	$78K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$72K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$71K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$70K	<0.1%
TRP BOND TRUST I	—	—	—	$70K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$67K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$66K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$59K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$56K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$55K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$51K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$48K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$48K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$47K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$47K	<0.1%
TRP BOND TRUST I	—	—	—	$47K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$46K	<0.1%
TRP BOND TRUST I	—	—	—	$43K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$43K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$42K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$42K	<0.1%

Showing top 200 of 335 investments by value.