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Original filing (PDF)20251014190013NAL0001761763001
TALKDESK INC.
Form 5500
FILING_RECEIVED
TALKDESK 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
472
Accounts w/ balance
517
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALKDESK INC..
Plan sponsor
Name
TALKDESK INC.
EIN
90-0767522
Address
440 N BARRANCA AVENUE 4375 · COVINA, CA · 91723
Phone
(916) 202-3550
Industry
Custom Computer Programming· 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| ADP,INC | 13-3036745 | — | RECORDKEEPER | $12K | — |
Investments
27 direct securities · 2 pooled funds· $24.4M(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
$23.9M
26 holdings
Common Collective Trust
$412K
2 holdings
Mutual Funds
$115K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | — | — | — | $3.1M | 12.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $3.0M | 12.2% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $3.0M | 12.1% | |
| Vanguard 500 Index Admiral | — | — | — | $2.8M | 11.6% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.8M | 11.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.1M | 8.4% | |
| Fidelity Large Cap Growth Index | — | — | — | $1.3M | 5.3% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.2M | 5.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $758K | 3.1% | |
| Vanguard Equity-Income Adm | — | — | — | $550K | 2.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $491K | 2.0% | |
| Vanguard Extended Market Idx Adm | — | — | — | $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 | — | — | — | $394K | 1.6% | |
| Vanguard Developed Markets Index Admiralvtmgx | — | — | — | $328K | 1.3% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $216K | 0.9% | |
| Vanguard Explorer Adm | — | — | — | $211K | 0.9% | |
| American Century Funds Bond Fund Of Amer R6 | — | — | — | $191K | 0.8% | |
| Vanguard Real Estate Index Admiral | — | — | — | $162K | 0.7% | |
| American Century Mid Cap Value R6 | — | — | — | $161K | 0.7% | |
| Principal Midcap R6 | — | — | — | $153K | 0.6% | |
| Participant notes receivable Maturity dates from 2025-2029 and interest Rate 5.25% - 10.5% -0- | — | — | — | $150K | 0.6% | |
| JP Morgan International Equity R6 | — | — | — | $128K | 0.5% | |
| American Century Funds New World R6 | Mutual Funds | — | — | $115K | 0.5% | |
| Variable annuities American Century Small Cap Value (Is Platform) | — | — | — | $96K | 0.4% | |
| Vanguard Target Retirement Income Inv | — | — | — | $75K | 0.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $25K | 0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $12K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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