Original filing (PDF)20251002145901NAL0000380195001

TELSTRA INCORPORATED

Name: TELSTRA INCORPORATED — TELSTRA INCORPORATED EMPLOYEE 401K PLAN, Form 5500 (2024)
Creator: TELSTRA INCORPORATED

Form 5500

FILING_RECEIVED

TELSTRA INCORPORATED EMPLOYEE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$35.3M

Net assets (EOY)

$35.3M

How this plan invests

This plan

20 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (13 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELSTRA INCORPORATED.

Plan sponsor

Name

TELSTRA INCORPORATED

EIN

13-3776721

Address

30 ROCKEFELLER PLZ STE 2010 · NEW YORK, NY · 10112

Phone

(212) 863-2868

Industry

Information / Tech / Mediasee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PLANTE MORAN PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$47K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Investments

12 direct securities · 20 pooled funds· $35.6M(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.

Common Collective Trust

$18.0M

15 holdings

Uncategorized

$12.2M

12 holdings

Pooled Separate Account

$5.4M

5 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$5.4M	15.2%
JPMorgan Funds JPMorgan Large Cap Growth Fund	—	—	—	$4.6M	12.9%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$4.6M	12.9%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$3.2M	9.2%
Vanguard Group Vanguard Wellington Fund	—	—	—	$3.1M	8.7%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$2.9M	8.1%
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$2.1M	5.9%
WESTFIELD SM CP GR EQ CIT CL D COMERICA BANK & TRUST, NAT ASSN · EIN 82-6648070 / PN 001	Common Collective Trust	—	—	$1.6M	4.5%
State Street Global Advisors State Street Aggregate Bond Index Fund	—	—	—	$1.3M	3.5%
Harding Loevner Harding Loevner International Equity Portfolio	—	—	—	$1.0M	3.0%
Dodge & Cox Dodge & Cox Stock Fund	—	—	—	$855K	2.4%
PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165	Common Collective Trust	—	—	$814K	2.3%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$703K	2.0%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$658K	1.9%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$512K	1.4%
Victory Capital Victory Integrity Small/Mid-Cap Value Fund	—	—	—	$399K	1.1%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$309K	0.9%
State Street Global Advisors State Street Small/Mid Cap Equity Index Fund	—	—	—	$294K	0.8%
Principal Global Investors Trust Company Principal Lifetime Hybrid Income	—	—	—	$259K	0.7%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$259K	0.7%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$195K	0.6%
Participant notes receivable Participant notes receivable - Interest rates ranging from 3.25 percent to 8.50 percent -	—	—	—	$182K	0.5%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$141K	0.4%
State Street Global Advisors State Street Global Equity ex-U.S. Index Fund	—	—	—	$122K	0.3%
Principal Life Insurance Company Guaranteed interest account - 5 year	—	—	—	$103K	0.3%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$87K	0.2%
(E)	—	—	—	$87K	0.2%
PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029	Pooled Separate Account	—	—	$0	<0.1%
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	—	$0	<0.1%
PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	—	$0	<0.1%
PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068	Pooled Separate Account	—	—	$0	<0.1%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$0	<0.1%