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Original filing (PDF)20251014143729NAL0006365122001
VIEW OPERATING CORPORATION
Form 5500
FILING_RECEIVED
VIEW 401K PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
689
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
30 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 VIEW OPERATING CORPORATION.
Plan sponsor
Name
VIEW OPERATING CORPORATION
EIN
30-0414899
Address
6280 AMERICA CENTER DRIVE · SAN JOSE, CA · 95002
Phone
(408) 263-9200
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
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 | $42K | — |
Investments
30 direct securities· $32.6M(100% of reported assets)
Uncategorized
$32.2M
29 holdings
Mutual Funds
$332K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Blue Chip Grth I | — | — | — | $3.5M | 10.8% | |
| Fidelity Fid Fdm Idx 2040 Ipr | — | — | — | $2.8M | 8.7% | |
| Fidelity Fid 500 Index | — | — | — | $2.7M | 8.4% | |
| Fidelity Fid Fdm Idx 2035 Ipr | — | — | — | $2.6M | 8.0% | |
| Fidelity Fid Fdm Idx 2050 Ipr | — | — | — | $2.4M | 7.4% | |
| Fidelity Fid Fdm Idx 2045 Ipr | — | — | — | $2.3M | 7.0% | |
| Brokerage Link * Fidelity Self-Directed Brokerage Account | — | — | — | $1.7M | 5.3% | |
| Fidelity Fid Total Mkt Idx | — | — | — | $1.7M | 5.1% | |
| Fidelity Fid Fdm Idx 2030 Ipr | — | — | — | $1.6M | 5.0% | |
| Fidelity Fid Fdm Idx 2055 Ipr | — | — | — | $1.6M | 4.8% | |
| Fidelity Fid Extd Mkt Idx | — | — | — | $1.3M | 3.9% | |
| DFA Us Lg Cap Val | — | — | — | $1.1M | 3.5% | |
| Fidelity Fid Fdm Idx 2025 Ipr | — | — | — | $1.0M | 3.1% | |
| Money Market Funds * Fidelity Government MMKT K6 | — | — | — | $975K | 3.0% | |
| Fidelity Fid Fdm Idx 2060 Ipr | — | — | — | $875K | 2.7% | |
| DFA Us Vector Eq I | — | — | — | $839K | 2.6% | |
| Fidelity Fid Fdm Idx 2065 Ipr | — | — | — | $440K | 1.4% | |
| I O I O Intl Growth R6 | — | — | — | $440K | 1.4% | |
| Fidelity Fid Us Bond Idx | — | — | — | $402K | 1.2% | |
| Fidelity Fid Fdm Idx 2020 Ipr | — | — | — | $390K | 1.2% | |
| Fidelity Fid Total Intl Idx | — | — | — | $346K | 1.1% | |
| DFA Intl Value I | — | — | — | $340K | 1.0% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $332K | 1.0% | |
| TRP Sm Cap Stock I | — | — | — | $286K | 0.9% | |
| Participant Loans 4.25% to 9.5% | — | — | — | $260K | 0.8% | |
| Fidelity Fid Real Estate Idx | — | — | — | $139K | 0.4% | |
| Fidelity Fid Fdm Idx 2015 Ipr | — | — | — | $86K | 0.3% | |
| Fidelity Fund | — | — | — | $21K | <0.1% | |
| Fidelity Fid Fdm Idx Inc Ipr | — | — | — | $19K | <0.1% | |
| TMPL Global Bond R6 | — | — | — | $16K | <0.1% |