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Original filing (PDF)20251014124312NAL0003981072001
NUTANIX, INC.
Form 5500
FILING_RECEIVED
NUTANIX, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,979
Accounts w/ balance
3,764
Plan assets (EOY)
$412.4M
Net assets (EOY)
$412.4M
How this plan invests
This plan
13 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)
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 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUTANIX, INC..
Plan sponsor
Name
NUTANIX, INC.
EIN
27-0989767
Address
1740 TECHNOLOGY DRIVE · SUITE 150 · SAN JOSE, CA · 95110
Phone
(408) 216-8360
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
13 direct securities · 13 pooled funds· $412.3M(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
$217.0M
13 holdings
Uncategorized
$195.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $84.0M | 20.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.3M | 10.3% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $36.5M | 8.9% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $34.9M | 8.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $32.0M | 7.8% | |
| Fidelity Contra Fund K6 Mutual Fund | — | — | — | $31.2M | 7.6% | |
| Vanguard Extended Market Index Institutional Mutual Fund | — | — | — | $25.4M | 6.2% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $23.3M | 5.6% | |
| Personal Choice Retirement Accounts Participant-directed Brokerage Accounts | — | — | — | $22.9M | 5.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $20.3M | 4.9% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.0M | 2.9% | |
| Dodge & Cox Stock Mutual Fund | — | — | — | $7.3M | 1.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.6% | |
| Vanguard International Growth Admiral Fund Mutual Fund | — | — | — | $5.2M | 1.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.0% | |
| Vanguard Total International Stock Admiral Fund Mutual Fund | — | — | — | $3.8M | 0.9% | |
| Vanguard Total Bond Market Admiral Fund Mutual Fund | — | — | — | $3.6M | 0.9% | |
| Dodge & Cox Income Mutual Fund | — | — | — | $3.3M | 0.8% | |
| maturing through September 2034 | — | — | — | $3.0M | 0.7% | |
| DFA International Core EQ I Mutual Fund | — | — | — | $2.9M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.6% | |
| Vanguard Emerging Stock Index Admiral Fund Mutual Fund | — | — | — | $2.3M | 0.6% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $443K | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $391K | <0.1% | |
| Fidelity Government Money Market Money Market | — | — | — | $336K | <0.1% |
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