How big is Netbase Solutions, Inc.'s plan?

Netbase Solutions, Inc.'s plan reported $19.4M in assets and 89 participants for 2024.

Original filing (PDF)20251009112407NAL0003857187001

Netbase Solutions, Inc.

Name: Netbase Solutions, Inc. — Netbase Solutions, Inc., Form 5500 (2024)
Creator: Netbase Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Netbase Solutions, Inc. 401(k) Plan

401(k) retirement plan · Netbase Solutions, Inc.'s Netbase Solutions, Inc. 401(k) Plan held $19.4M in plan assets for 89 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

Accounts w/ balance

222

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.4M

People on this filing

AMY Petersen signed Netbase Solutions, Inc.'s 2024 Form 5500 as plan administrator.

AMY Petersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Netbase Solutions, Inc.'s EIN is 04-3792580.

EIN 04-3792580

Plan number 001

Plan year 2024

ACK ID 20251009112407NAL0003857187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Netbase Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Netbase Solutions, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NETBASE SOLUTIONS, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

NETBASE SOLUTIONS, INC.

EIN

all filings

Address

3945 FREEDOM CIRCLE, SUITE 730 · SANTA CLARA, CA · 95054

Phone

(650) 810-2100

Industry

Professional & Technical Services

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

2025-10-09

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$47K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$24K	—

Investments

38 direct securities · 1 pooled fund· $19.4M(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.

Mutual Funds

$12.8M

23 holdings

Common Collective Trusts

$5.2M

6 holdings

Other securities

$926K

6 holdings

U.S. Treasuries

$257K

2 holdings

Common Collective Trust

$185K

1 holding

Common Stocks

$51K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.2M	16.4%
Fidelity Freedom Index 2055 Fund - Premier Class	Mutual Funds	—	—	$2.9M	14.8%
Fidelity Freedom Index 2050 Fund - Premier Class	Mutual Funds	—	—	$2.4M	12.4%
Fidelity Contrafund K6	Mutual Funds	—	—	$1.6M	8.3%
Fidelity Freedom Index 2040 Fund - Premier Class	Mutual Funds	—	—	$1.3M	6.9%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$1.2M	6.1%
Fidelity Freedom Index 2045 Fund - Premier Class	Mutual Funds	—	—	$1.1M	5.5%
Fidelity Brokeragelink - Common Stock	Mutual Funds	—	—	$858K	4.4%
Fidelity Freedom Index 2035 Fund - Premier Class	Mutual Funds	—	—	$752K	3.9%
Fidelity Freedom Index 2030 Fund - Premier Class	Mutual Funds	—	—	$438K	2.3%
PGIM Total Return Bond Fund -Class R6	Other securities	—	—	$343K	1.8%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$291K	1.5%
Carillon Eagle Mid Cap Growth Fund Class R6	Other securities	—	—	$285K	1.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$274K	1.4%
Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$213K	1.1%
MORLEY SV 50 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$185K	1.0%
Victory Sycamore Established Value Fund Class R6	Other securities	—	—	$176K	0.9%
Fidelity Capital & Income Fund	Mutual Funds	—	—	$175K	0.9%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$172K	0.9%
Calvert Bond Fund Class R6 ** 4 Putnam Large Cap Value Fund Class R6	U.S. Treasuries	—	—	$166K	0.9%
Janus Henderson Triton Fund Class N	Mutual Funds	—	—	$159K	0.8%
Fidelity International Growth Fund	Mutual Funds	—	—	$134K	0.7%
Janus Henderson Balanced Fund Class N	Mutual Funds	—	—	$122K	0.6%
Fidelity Brokeragelink - Unit ** 197 * Participant loans receivable - 7 loans outstanding with interest rates ranging from 9.25% to 9.50% -	Mutual Funds	—	—	$111K	0.6%
Fidelity Freedom Index 2025 Fund - Premier Class	Mutual Funds	—	—	$106K	0.5%
Fidelity Freedom Index 2060 Fund - Premier Class	Mutual Funds	—	—	$91K	0.5%
Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$91K	0.5%
Fidelity Small Cap Value Fund	Mutual Funds	—	—	$83K	0.4%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$78K	0.4%
Fidelity Small Cap Discovery Fund	Mutual Funds	—	—	$75K	0.4%
Fidelity Freedom Index 2020 Fund - Premier Class	Mutual Funds	—	—	$53K	0.3%
Cohen & Steers Real Estate Securities Fund, Inc. Class Z	Common Stocks	—	—	$51K	0.3%
Fidelity Brokeragelink - Cash	Mutual Funds	—	—	$49K	0.3%
The Hartford International Opportunities Fund Class R6	Other securities	—	—	$49K	0.3%
Fidelity Government Money Market Fund - Premium Class	Mutual Funds	—	—	$44K	0.2%
Causeway International Value Fund Class Institutional	Other securities	—	—	$44K	0.2%
Fidelity Freedom Index 2065 Fund - Premier Class	Mutual Funds	—	—	$34K	0.2%
Brown Advisory Sustainable Growth Fund Institutional Shares	Other securities	—	—	$29K	0.2%
Fidelity Freedom Index 2010 Fund - Premier Class	Mutual Funds	—	—	$24K	0.1%