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Original filing (PDF)20250908152320NAL0041285250001
QUANTUMSCAPE BATTERY, INC.
Form 5500
FILING_RECEIVED
QUANTUMSCAPE BATTERY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
825
Accounts w/ balance
564
Plan assets (EOY)
$39.9M
Net assets (EOY)
$39.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUANTUMSCAPE BATTERY, INC..
Plan sponsor
Name
QUANTUMSCAPE BATTERY, INC.
EIN
27-4105939
Address
1730 TECHNOLOGY DRIVE · SAN JOSE, CA · 95110
Phone
(408) 452-2000
Industry
Manufacturingsee 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $17K | — |
Investments
30 direct securities · 1 pooled fund· $39.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$39.1M
30 holdings
Common Collective Trust
$808K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $6.9M | 17.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $4.2M | 10.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $4.0M | 10.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $3.5M | 8.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $3.2M | 8.0% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $2.3M | 5.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $2.3M | 5.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $2.2M | 5.6% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $1.2M | 3.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.2M | 3.0% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund | — | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.1M | 2.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $1.0M | 2.5% | |
| BNYM INSIGHT STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $808K | 2.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $635K | 1.6% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $515K | 1.3% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $483K | 1.2% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $481K | 1.2% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $454K | 1.1% | |
| DFA International Core Equity Fund Mutual Fund | — | — | — | $387K | 1.0% | |
| participants 10.50% | — | — | — | $355K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | — | — | — | $249K | 0.6% | |
| Vanguard REIT Index Fund Mutual Fund | — | — | — | $246K | 0.6% | |
| Fidelity Advisor Focus Emerging Markets Fund Mutual Fund | — | — | — | $240K | 0.6% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $238K | 0.6% | |
| American Funds Capital World Bond Fund Mutual Fund | — | — | — | $150K | 0.4% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $129K | 0.3% | |
| Invesco International Small Mid Fund Mutual Fund | — | — | — | $118K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $101K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $29K | <0.1% | |
| Vanguard GNMA Fund Mutual Fund | — | — | — | $19K | <0.1% |
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