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Original filing (PDF)20250724050740NAL0004202721001
NETCRACKER TECHNOLOGY CORPORATIO
Form 5500
FILING_RECEIVED
NETCRACKER TECHNOLOGY CORPORATION 401K PROFIT SHARING
401(k) retirement plan
Signals · 1
6 service providers
Active participants
330
Accounts w/ balance
319
Plan assets (EOY)
$53.2M
Net assets (EOY)
$53.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 53% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETCRACKER TECHNOLOGY CORPORATIO.
Plan sponsor
Name
NETCRACKER TECHNOLOGY CORPORATIO
EIN
04-3210872
Address
95 SAWYER ROAD · WALTHAM, MA · 02453
Phone
(781) 419-3300
Industry
Professional & Technical Servicessee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $44K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOLF AND COMPANY, INC | 04-2689883 | — | ACCOUNTANT | $22K | — |
| WOLF AND COMPANY, INC | 04-2689883 | — | ACCOUNTANT | $22K | — |
Investments
26 direct securities · 10 pooled funds· $67.8M(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.
Registered Investment Companies
$38.1M
26 holdings
Common Collective Trust
$29.7M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $10.4M | 19.6% | |
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $10.4M | 19.6% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $4.8M | 9.1% | |
| TR PRICE MID CAP VALUE | Registered Investment Companies | — | — | $3.3M | 6.2% | |
| JANUS HENDERSON ENTERPRISE - I | Registered Investment Companies | — | — | $3.0M | 5.7% | |
| PUTNAM LARGE CAP VALUE R5 | Registered Investment Companies | — | — | $2.4M | 4.5% | |
| INVESCO GLOBAL Y | Registered Investment Companies | — | — | $2.4M | 4.4% | |
| DWS GOVT & AGENCY MONEY | Registered Investment Companies | — | — | $2.2M | 4.2% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $2.0M | 3.8% | |
| PUTNAM SMALL CAP VALUE FUND Y | Registered Investment Companies | — | — | $1.9M | 3.6% | |
| STATE ST S&P MD CP IDX NL F STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 345 | Common Collective Trust | — | — | $1.6M | 3.0% | |
| STATE ST S&P MD CP IDX NL F STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 345 | Common Collective Trust | — | — | $1.6M | 3.0% | |
| AMC FOC GLB GRTH FD-I | Registered Investment Companies | — | — | $1.6M | 2.9% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.5M | 2.8% | |
| GEORGE PUTNAM BALANCED - Y | Registered Investment Companies | — | — | $1.5M | 2.7% | |
| PIMCO INV GRADE CRED BND - ADM | Registered Investment Companies | — | — | $1.4M | 2.7% | |
| STATE ST RUSS SC IDX IV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 337 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| STATE ST RUSS SC IDX IV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 337 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.4M | 2.5% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| INVESCO CORE BOND Y | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| FIDELITY ADV SMALL CAP GR I | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $1.0M | 1.9% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $800K | 1.5% | |
| MACQUARIE HIGH INCOME INST | Registered Investment Companies | — | — | $675K | 1.3% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $471K | 0.9% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $469K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $431K | 0.8% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $415K | 0.8% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $357K | 0.7% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $323K | 0.6% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $323K | 0.6% | |
| AB GLOBAL BOND I | Registered Investment Companies | — | — | $271K | 0.5% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $87K | 0.2% |