Plan Sponsor signed Talkdesk Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Talkdesk Inc.'s EIN is 90-0767522.
Download the official 2024 Form 5500 (PDF) for Talkdesk Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Talkdesk 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| ADP,INC | 13-3036745 | — | RECORDKEEPER | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $3.1M | 12.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $3.0M | 12.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $3.0M | 12.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.8M | 11.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.8M | 11.6% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.1M | 8.4% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.3M | 5.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.2M | 5.1% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $758K | 3.1% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $550K | 2.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $491K | 2.0% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $431K | 1.8% | |
| INVESCO STABLE VALUE TRUST CLASS I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $412K | 1.7% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $394K | 1.6% | |
| Vanguard Developed Markets Index Admiralvtmgx | Mutual Funds | — | — | $328K | 1.3% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $216K | 0.9% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $211K | 0.9% | |
| American Century Funds Bond Fund Of Amer R6 | Other securities | — | — | $191K | 0.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $162K | 0.7% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $161K | 0.7% | |
| Principal Midcap R6 | Other securities | — | — | $153K | 0.6% | |
| Participant notes receivable Maturity dates from 2025-2029 and interest Rate 5.25% - 10.5% -0- | Bonds / Notes | — | — | $150K | 0.6% | |
| JP Morgan International Equity R6 | Other securities | — | — | $128K | 0.5% | |
| American Century Funds New World R6 | Mutual Funds | — | — | $115K | 0.5% | |
| Variable annuities American Century Small Cap Value (Is Platform) | Other securities | — | — | $96K | 0.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $75K | 0.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $12K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
