Original filing (PDF)20250818102802NAL0000577843001

MEDALLIA, INC.

Name: MEDALLIA, INC. — MEDALLIA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MEDALLIA, INC.

Form 5500

FILING_RECEIVED

MEDALLIA, INC. 401(K) PLAN

401(k) retirement plan

Active participants

1,030

Accounts w/ balance

1,898

Plan assets (EOY)

$212.7M

Net assets (EOY)

$212.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

33 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 (6 bps vs 10 bps peer median).

Decision-maker contacts

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

Plan sponsor

Name

MEDALLIA, INC.

EIN

77-0558353

Address

6220 STONERIDGE MALL ROAD · 2ND FLOOR · PLEASANTON, CA · 94588

Phone

(650) 321-3000

Industry

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

2025-08-18

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)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

BPM, 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	$86K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCATON INVESTMENT ADVISORS, LLC	04-3638035	—	BROKER	$41K	—

Investments

31 direct securities · 2 pooled funds· $212.7M(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.

Uncategorized

$210.2M

31 holdings

Common Collective Trust

$2.5M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual fund	—	—	—	$39.4M	18.5%
American Funds Target Date 2055 Fund Mutual fund	—	—	—	$27.0M	12.7%
American Funds Target Date 2050 Fund Mutual fund	—	—	—	$26.0M	12.2%
American Funds Target Date 2045 Fund Mutual fund	—	—	—	$22.6M	10.6%
American Funds Target Date 2040 Fund Mutual fund	—	—	—	$16.1M	7.6%
T.Rowe Price Blue Chip Growth Fund Mutual fund	—	—	—	$13.9M	6.5%
American Funds Target Date 2060 Fund Mutual fund	—	—	—	$12.1M	5.7%
American Funds Target Date 2035 Fund Mutual fund	—	—	—	$10.0M	4.7%
American Funds Target Date 2030 Fund Mutual fund	—	—	—	$6.9M	3.2%
Fidelity Extended Markets Fund Mutual fund	—	—	—	$6.6M	3.1%
Fidelity International Index Fund Mutual fund	—	—	—	$4.7M	2.2%
JPMorgan Equity Income Fund Mutual fund	—	—	—	$4.0M	1.9%
Vanguard International Growth Fund Mutual fund	—	—	—	$2.8M	1.3%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$2.5M	1.2%
Baron Asset Fund Mutual fund	—	—	—	$2.3M	1.1%
Brown Capital Management Small Company Fund Mutual fund	—	—	—	$2.3M	1.1%
American Century Mid Cap Value Fund Mutual fund	—	—	—	$2.2M	1.0%
Fidelity Small Cap Value Mutual fund	—	—	—	$1.8M	0.8%
American Funds Target Date 2065 Fund Mutual fund	—	—	—	$1.6M	0.7%
JPMorgan Core Bond Fund Mutual fund	—	—	—	$1.6M	0.7%
American Funds Target Date 2025 Fund Mutual fund	—	—	—	$1.3M	0.6%
maturities due through 2034	—	—	—	$1.1M	0.5%
Fidelity Strategic Income Fund Mutual fund	—	—	—	$648K	0.3%
Fidelity Government Income Fund Mutual fund	—	—	—	$636K	0.3%
Fidelity Inflation Protected Bond Fund Mutual fund	—	—	—	$622K	0.3%
Cohen & Steers Institutional Realty Shares Fund Mutual fund	—	—	—	$380K	0.2%
American Funds Target Date 2020 Fund Mutual fund	—	—	—	$376K	0.2%
BlackRock Emerging Markets Fund Mutual fund	—	—	—	$315K	0.1%
American Funds World Bond Fund Mutual fund	—	—	—	$307K	0.1%
American Funds Target Date 2015 Fund Mutual fund	—	—	—	$217K	0.1%
Columbia Overseas Value Fund Mutual fund	—	—	—	$198K	<0.1%
American Funds Target Date 2010 Fund Mutual fund	—	—	—	$186K	<0.1%
RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$20K	<0.1%