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Original filing (PDF)20251015060050NAL0008317570001
TASKUS, INC.
Form 5500
FILING_RECEIVED
TASKUS INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
2,036
Accounts w/ balance
1,041
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TASKUS, INC..
Plan sponsor
Name
TASKUS, INC.
EIN
90-0420781
Address
1650 INDEPENDENCE DR · SUITE 100 · NEW BRAUNFELS, TX · 78132
Phone
(210) 373-0290
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
NPPG FIDUCIARY SERVICES
EIN
30-0835405
City
SHREWSBURY, NJ
Phone
(732) 758-1577
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN 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 | $71K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
39 direct securities· $24.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.6M | 10.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.6M | 10.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 10.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.4M | 9.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.2M | 9.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 8.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 6.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $953K | 3.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $758K | 3.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $733K | 3.0% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $610K | 2.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $503K | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $477K | 1.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $428K | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $338K | 1.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $323K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $305K | 1.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $297K | 1.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $279K | 1.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $279K | 1.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $277K | 1.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $218K | 0.9% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $130K | 0.5% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $126K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $117K | 0.5% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $111K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $109K | 0.4% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $103K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $95K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $75K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $53K | 0.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $44K | 0.2% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $37K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $29K | 0.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $22K | <0.1% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $11K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $8K | <0.1% | |
| JANUS HENDERSON CONTRARIAN N | Registered Investment Companies | — | — | $5K | <0.1% | |
| MACQUARIE FLOATING RATE INST | Registered Investment Companies | — | — | $1K | <0.1% |
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