Tracy Grady signed Netscout Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Netscout Systems, Inc.'s EIN is 04-2837575.
Download the official 2024 Form 5500 (PDF) for Netscout Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Netscout Systems, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | INVESTMENT ADVISOR | $70K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund " | Mutual Funds | — | — | $99.3M | 15.4% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $82.1M | 12.7% | |
| Self directed brokerage accounts Various investments | Self-Directed Brokerage | — | — | $47.0M | 7.3% | |
| Fidelity Freedom 2035 Fund " | Mutual Funds | — | — | $44.3M | 6.9% | |
| Fidelity Contrafund Fund " | Mutual Funds | — | — | $42.9M | 6.7% | |
| Fidelity Freedom 2030 Fund " | Mutual Funds | — | — | $40.4M | 6.3% | |
| Fidelity Freedom 2040 Fund " | Mutual Funds | — | — | $34.2M | 5.3% | |
| Fidelity Freedom 2025 Fund " | Mutual Funds | — | — | $23.1M | 3.6% | |
| Artisan Mid Cap Fund " | Other securities | — | — | $22.9M | 3.5% | |
| Vanguard Equity Income Fund " | Mutual Funds | — | — | $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 " | Other securities | — | — | $19.3M | 3.0% | |
| Fidelity Freedom 2045 Fund " | Mutual Funds | — | — | $15.7M | 2.4% | |
| Fidelity Low-Priced Stock Fund " | Mutual Funds | — | — | $14.9M | 2.3% | |
| Fidelity Freedom 2050 Fund " | Mutual Funds | — | — | $13.9M | 2.2% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $11.5M | 1.8% | |
| Fidelity Diversified International Fund " | Mutual Funds | — | — | $10.5M | 1.6% | |
| Baron Small Cap Fund " | Other securities | — | — | $10.0M | 1.6% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $9.3M | 1.4% | |
| Fidelity Capital & Income Fund " | Mutual Funds | — | — | $8.9M | 1.4% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $8.1M | 1.3% | |
| Fidelity Global Exchange U.S. Index Fund " | Common Collective Trusts | — | — | $6.4M | 1.0% | |
| Fidelity Freedom 2055 Fund " | Mutual Funds | — | — | $6.3M | 1.0% | |
| PIMCO Total Return Institutional Fund Mutual fund | Mutual Funds | — | — | $5.0M | 0.8% | |
| Fidelity Real Estate Index Fund " | Common Collective Trusts | — | — | $4.2M | 0.7% | |
| Fidelity Freedom 2020 Fund " | Mutual Funds | — | — | $4.1M | 0.6% | |
| Participant Loans (5.25% - 10.50%) - | Bonds / Notes | — | — | $3.6M | 0.6% | |
| Vanguard International Value Fund " | Mutual Funds | — | — | $3.3M | 0.5% | |
| Fidelity Freedom 2060 Fund " | Mutual Funds | — | — | $3.3M | 0.5% | |
| Fidelity Freedom Income Fund " | Mutual Funds | — | — | $2.6M | 0.4% | |
| Invesco Oppeheimer Developing Markets Fund " | Mutual Funds | — | — | $2.4M | 0.4% | |
| American Beacon Small Cap Value Fund " | Other securities | — | — | $2.1M | 0.3% | |
| PIMCO Real Return Fund " | Mutual Funds | — | — | $1.9M | 0.3% | |
| Invesco Oppenheimer International Bond Fund " | Mutual Funds | — | — | $1.8M | 0.3% | |
| Fidelity Freedom 2065 Fund " | Mutual Funds | — | — | $529K | <0.1% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $119K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GOLDMAN SACHS ASSET MANAGEMENT LP |
| 13-3575636 |
| — |
| INVESTMENT ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER PLLC | 04-3499945 | — | ACCOUNTANT | $18K | — |
