Plan Snapshot
- Plan Sponsor: Talkdesk INC.
- Sponsor EIN: 900767522
- Sponsor Address: 440 N BARRANCA AVENUE 4375, COVINA, CA, 91723
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 472 | $24.4M | $0 | $4.9M |
| 2023 | 393 | $19.4M | $0 | $4.4M |
| 2022 | 740 | $14.4M | $0 | $5.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $23,379 | — | $23,379 |
| ADP,INC | RECORDKEEPER | $12,241 | — | $12,241 |
| RICHEY, MAY & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP,INC — RECORDKEEPER
- RICHEY, MAY & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,620
- Estimated Expense Ratio: 0.146% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,621 | — | — | — | — |
| 2023 | $52,135 | $40,231 | — | — | — |
| 2022 | $36,833 | — | — | — | — |