Servicetitan 401(K) Plan — Form 5500 plan (Servicetitan, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Servicetitan 401(K) Plan is a benefit plan reported by Servicetitan, Inc. under EIN 26-0331862 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,558 participants and $117,972,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Servicetitan, Inc.
EIN
26-0331862
Plan number
001
Plan type
2
Location
Glendale, CA
Latest filing year
2023
Participants
2,558
End-of-year plan assets
$117,972,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,558H, C20241015113404NAL0028206673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,972,750
Total liabilities (EOY)
$0
Net assets (EOY)
$117,972,750
Net assets (BOY)
$67,488,088

Income & contributions

Employer contributions
$7,974,206
Participant contributions
$23,661,909
Total contributions
$39,358,723
Total income / additions
$57,065,644

Expenses & distributions

Benefits paid
$6,536,225
Administrative expenses
$34,065
Total expenses
$6,580,982
Net increase / (decrease)
$50,484,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$23,356not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,709$02023

Related Form 5500 pages