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Original filing (PDF)20250929150213NAL0005101171001
NETSCOUT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
NETSCOUT SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,326
Accounts w/ balance
1,965
Plan assets (EOY)
$645.1M
Net assets (EOY)
$645.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETSCOUT SYSTEMS, INC..
Plan sponsor
Name
NETSCOUT SYSTEMS, INC.
EIN
04-2837575
Address
310 LITTLETON ROAD · WESTFORD, MA · 01886
Phone
(978) 614-4000
Industry
Manufacturingsee all
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
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$20K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | INVESTMENT ADVISOR | $70K | — |
| GOLDMAN SACHS ASSET MANAGEMENT LP | 13-3575636 | — | INVESTMENT ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | 04-3499945 | — | ACCOUNTANT | $18K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities · 1 pooled fund· $645.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$625.7M
35 holdings
Common Collective Trust
$19.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund " | — | — | — | $99.3M | 15.4% | |
| Fidelity 500 Index Fund " | — | — | — | $82.1M | 12.7% | |
| Self directed brokerage accounts Various investments | — | — | — | $47.0M | 7.3% | |
| Fidelity Freedom 2035 Fund " | — | — | — | $44.3M | 6.9% | |
| Fidelity Contrafund Fund " | — | — | — | $42.9M | 6.7% | |
| Fidelity Freedom 2030 Fund " | — | — | — | $40.4M | 6.3% | |
| Fidelity Freedom 2040 Fund " | — | — | — | $34.2M | 5.3% | |
| Fidelity Freedom 2025 Fund " | — | — | — | $23.1M | 3.6% | |
| Artisan Mid Cap Fund " | — | — | — | $22.9M | 3.5% | |
| Vanguard Equity Income Fund " | — | — | — | $19.8M | 3.1% | |
| MORLEY SV 20 - II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $19.4M | 3.0% | |
| T. Rowe Price Capital Appreciation Fund " | — | — | — | $19.3M | 3.0% | |
| Fidelity Freedom 2045 Fund " | — | — | — | $15.7M | 2.4% | |
| Fidelity Low-Priced Stock Fund " | — | — | — | $14.9M | 2.3% | |
| Fidelity Freedom 2050 Fund " | — | — | — | $13.9M | 2.2% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $11.5M | 1.8% | |
| Fidelity Diversified International Fund " | — | — | — | $10.5M | 1.6% | |
| Baron Small Cap Fund " | — | — | — | $10.0M | 1.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $9.3M | 1.4% | |
| Fidelity Capital & Income Fund " | — | — | — | $8.9M | 1.4% | |
| Fidelity Small Cap Index Fund " | — | — | — | $8.1M | 1.3% | |
| Fidelity Global Exchange U.S. Index Fund " | — | — | — | $6.4M | 1.0% | |
| Fidelity Freedom 2055 Fund " | — | — | — | $6.3M | 1.0% | |
| PIMCO Total Return Institutional Fund Mutual fund | — | — | — | $5.0M | 0.8% | |
| Fidelity Real Estate Index Fund " | — | — | — | $4.2M | 0.7% | |
| Fidelity Freedom 2020 Fund " | — | — | — | $4.1M | 0.6% | |
| Participant Loans (5.25% - 10.50%) - | — | — | — | $3.6M | 0.6% | |
| Vanguard International Value Fund " | — | — | — | $3.3M | 0.5% | |
| Fidelity Freedom 2060 Fund " | — | — | — | $3.3M | 0.5% | |
| Fidelity Freedom Income Fund " | — | — | — | $2.6M | 0.4% | |
| Invesco Oppeheimer Developing Markets Fund " | — | — | — | $2.4M | 0.4% | |
| American Beacon Small Cap Value Fund " | — | — | — | $2.1M | 0.3% | |
| PIMCO Real Return Fund " | — | — | — | $1.9M | 0.3% | |
| Invesco Oppenheimer International Bond Fund " | — | — | — | $1.8M | 0.3% | |
| Fidelity Freedom 2065 Fund " | — | — | — | $529K | <0.1% | |
| Fidelity Government Money Market Fund " | — | — | — | $119K | <0.1% |