401k Record

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Talkdesk 401(k)

Recordkeeping fees per participant · Talkdesk 401(k) Retirement Savings Plan · plan year 2024

$68.90

Higher than 44% of the 14,075 plans $10 to 50M that report it.

Source

= $35,621 / 517
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014190013NAL0001761763001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014190013NAL0001761763001, received 2025-10-14

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Cost and contributions

Administrative expenses excluding investment management, per participant

$68.90

10th: $15.36median $118.8890th: $340.63

Higher than 32% of the 24,371 plans $10 to 50M that report it.

Source

= $35,621 / 517
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014190013NAL0001761763001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014190013NAL0001761763001, received 2025-10-14

Administrative expenses per participant

$68.90

10th: $26.86median $197.2590th: $456.10

Higher than 20% of the 25,098 plans $10 to 50M that report it.

Source

= $35,621 / 517
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014190013NAL0001761763001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014190013NAL0001761763001, received 2025-10-14

Administrative expenses as a share of assets

0.146%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 27% of the 25,132 plans $10 to 50M that report it.

Source

= $35,621 / $24,422,586
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014190013NAL0001761763001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014190013NAL0001761763001, received 2025-10-14

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 517
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014190013NAL0001761763001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014190013NAL0001761763001, received 2025-10-14

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $7,213,272
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014190013NAL0001761763001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014190013NAL0001761763001, received 2025-10-14

Plan terms, as stated in Talkdesk, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014190013NAL0001761763001, received 2025-10-14

Full record, Talkdesk 401(k) Retirement Savings Plan

FieldValueSource
Plan sponsorTALKDESK INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014190013NAL0001761763001, received 2025-10-14
Plan nameTALKDESK 401(K) RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014190013NAL0001761763001, received 2025-10-14
Sponsor EIN / plan number90-0767522 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014190013NAL0001761763001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014190013NAL0001761763001, received 2025-10-14
Sponsor locationCOVINA, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014190013NAL0001761763001, received 2025-10-14
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014190013NAL0001761763001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014190013NAL0001761763001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014190013NAL0001761763001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014190013NAL0001761763001, received 2025-10-14
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014190013NAL0001761763001, received 2025-10-14
Participants, beginning of year563Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014190013NAL0001761763001, received 2025-10-14
Active participants472Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014190013NAL0001761763001, received 2025-10-14
Participants, end of year634Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014190013NAL0001761763001, received 2025-10-14
Participants with an account balance517Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014190013NAL0001761763001, received 2025-10-14
Total assets, beginning of year$19,429,955Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014190013NAL0001761763001, received 2025-10-14
Total assets, end of year$24,422,586Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014190013NAL0001761763001, received 2025-10-14
Net assets, end of year$24,422,586Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014190013NAL0001761763001, received 2025-10-14
Total income$10,127,618Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014190013NAL0001761763001, received 2025-10-14
Net income$4,992,631Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014190013NAL0001761763001, received 2025-10-14
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014190013NAL0001761763001, received 2025-10-14
Participant contributions$4,939,782Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014190013NAL0001761763001, received 2025-10-14
Other contributions (incl. rollovers)$2,273,490Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014190013NAL0001761763001, received 2025-10-14
Total contributions$7,213,272Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014190013NAL0001761763001, received 2025-10-14
Benefit payments$5,090,669Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014190013NAL0001761763001, received 2025-10-14
Total expenses (incl. benefit payments)$5,134,987Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014190013NAL0001761763001, received 2025-10-14
Total administrative expenses$35,621Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014190013NAL0001761763001, received 2025-10-14
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014190013NAL0001761763001, received 2025-10-14
Recordkeeping fees$35,621Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014190013NAL0001761763001, received 2025-10-14
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014190013NAL0001761763001, received 2025-10-14
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014190013NAL0001761763001, received 2025-10-14
Administrative expenses excluding investment management$35,621derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014190013NAL0001761763001, received 2025-10-14
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014190013NAL0001761763001, received 2025-10-14
Held in common/collective trusts$412,026Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014190013NAL0001761763001, received 2025-10-14
Held in mutual funds$23,764,684Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014190013NAL0001761763001, received 2025-10-14
Independent auditorRICHEY, MAY & CO. LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014190013NAL0001761763001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014190013NAL0001761763001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANY OrecordkeeperRECORDKEEPER 64 Recordkeeping fees $23,379yes
ADP,INCrecordkeeperRECORDKEEPER 64 Recordkeeping fees $12,241yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014190013NAL0001761763001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$19,429,955$24,422,58625.7%
Participants with a balance40951726.4%
Administrative expenses$52,135$35,621-31.7%
Recordkeeping fees per participant$29.11$68.90136.7%
Employer contributionsnot reported$0

Prior filing 20240926051416NAL0000561442001, received 2024-09-26; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: TALKDESK INC.; SEC registrant: Talkdesk, Inc. (CIK 1819371, matched by EIN).