How big is Tradeshift Inc.'s plan?

Tradeshift Inc.'s plan reported $6.7M in assets and 51 participants for 2024.

Original filing (PDF)20250917092745NAL0000246145001

Tradeshift Inc.

Name: Tradeshift Inc. — Tradeshift Inc. 401(k) Plan, Form 5500 (2024)
Creator: Tradeshift Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tradeshift Inc. 401(k) Plan

401(k) retirement plan · Tradeshift Inc.'s Tradeshift Inc. 401(k) Plan held $6.7M in plan assets for 51 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

27% in single holding

Active participants

Accounts w/ balance

133

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Steluta Anton signed Tradeshift Inc.'s 2024 Form 5500 as plan administrator.

Steluta Anton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tradeshift Inc.'s EIN is 98-1023485.

EIN 98-1023485

Plan number 001

Plan year 2024

ACK ID 20250917092745NAL0000246145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tradeshift Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tradeshift Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

TRADESHIFT INC.

EIN

all filings

Address

447 SUTTER STREET, SUITE 405 · SAN FRANCISCO, CA · 94108

Phone

(800) 381-3585

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-09-17

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$14K	—

Investments

28 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$4.1M

19 holdings

Common Collective Trusts

$2.5M

5 holdings

Other securities

$45K

4 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.8M	26.7%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$951K	14.1%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$601K	8.9%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$515K	7.6%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$408K	6.1%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$319K	4.7%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$283K	4.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$250K	3.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$245K	3.6%
Fidelity Government Money Market Fund Class K6 Money Market Fund	Mutual Funds	—	—	$243K	3.6%
Fidelity Large Cap Growth Index Mutual Fund	Mutual Funds	—	—	$204K	3.0%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$128K	1.9%
Calvert US Large Cap Core Responsible Index Fund Class R6 Mutual Fund	Common Collective Trusts	—	—	$126K	1.9%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$123K	1.8%
Fidelity Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$114K	1.7%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$110K	1.6%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$61K	0.9%
Fidelity Small Cap Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$58K	0.9%
American Funds Inflation Linked Bond R6 Mutual Fund	Mutual Funds	—	—	$54K	0.8%
Janus Henderson Enterprise Fund Class N Mutual Fund	Mutual Funds	—	—	$27K	0.4%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$20K	0.3%
Allspring Special Mid Cap Value Fund - Class R6 Mutual Fund	Other securities	—	—	$20K	0.3%
MFS Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$19K	0.3%
Vanguard International Growth Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$15K	0.2%
Virtus Duff & Phelps Real Estate Securities Fund Class R6 Mutual Fund	Other securities	—	—	$9K	0.1%
Baird Core Plus Bond Fund Class Institutional Mutual Fund	Other securities	—	—	$8K	0.1%
American Century Small Cap Value Fund R6 Class Mutual Fund	Other securities	—	—	$8K	0.1%
American Funds Conservative Growth and Income Portfolio Class R-6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%