# Talkdesk INC. 401(k) Plan
Source: https://planprovider.pro/companies/talkdesk-inc-401k-plan

> Talkdesk INC.'s 401(k) plan: 472 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

- [RICHEY, MAY & CO. LLP](https://planprovider.pro/provider/retirement-plan-consultants) — 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|—|—|—|—|

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