Back to filter
Original filing (PDF)20251015190957NAL0005445793001
NCR VOYIX CORPORATION
Form 5500
FILING_RECEIVED
NCR VOYIX SAVINGS PLAN
401(k) retirement plan
Active participants
4,359
Accounts w/ balance
10,786
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
16 pooled trusts
Schedule D
24 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NCR VOYIX CORPORATION.
Plan sponsor
Name
NCR VOYIX CORPORATION
EIN
31-0387920
Address
864 SPRING ST NW · ATLANTA, GA · 30308
Phone
(937) 445-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
052
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $499K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $205K | — |
| CARRS RIGGS & INGRAM | 72-1396621 | — | NONE | $56K | — |
| AON HEWITT | 36-3109431 | — | NONE | $40K | — |
Investments
20 direct securities · 16 pooled funds· $2.7B(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.
Uncategorized
$1.4B
20 holdings
Common Collective Trust
$1.3B
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI-QM COL DLY SP500 EQ INDX Common Collective Trust Fund | — | — | — | $269.1M | 18.0% | |
| NTGI-QM COLL DAILY S&P 500 EQUITY NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $269.1M | 18.0% | |
| BTC LPTH IDX RET W Common Collective Trust Fund | — | — | — | $268.4M | 17.9% | |
| BLKRCK LIFEPATH INDEX RETIRE FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $268.4M | 17.9% | |
| BTC LPTH IDX 2030 W Common Collective Trust Fund | — | — | — | $187.5M | 12.5% | |
| BLKRCK LIFEPATH INDEX 2030 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $187.5M | 12.5% | |
| BTC LPTH IDX 2035 W Common Collective Trust Fund | — | — | — | $151.2M | 10.1% | |
| BLKRCK LIFEPATH INDEX 2035 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $151.2M | 10.1% | |
| BTC LPTH IDX 2040 W Common Collective Trust Fund | — | — | — | $117.0M | 7.8% | |
| BLKRCK LIFEPATH INDEX 2040 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $117.0M | 7.8% | |
| BTC LPTH IDX 2045 W Common Collective Trust Fund | — | — | — | $82.5M | 5.5% | |
| BLKRCK LIFEPATH INDEX 2045 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $82.5M | 5.5% | |
| BTC LPTH IDX 2050 W Common Collective Trust Fund | — | — | — | $65.0M | 4.3% | |
| BLKRCK LIFEPATH INDEX 2050 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $65.0M | 4.3% | |
| JPM US GOVT MM CAP Mutual Funds | — | — | — | $44.0M | 2.9% | |
| NTGI-QM COLL DAILY RUSSELL 2000 NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 009 | Common Collective Trust | — | — | $39.6M | 2.6% | |
| BROKERAGELINK Self Directed Accounts | — | — | — | $34.7M | 2.3% | |
| BTC LPTH IDX 2055 W Common Collective Trust Fund | — | — | — | $32.2M | 2.1% | |
| BLKRCK LIFEPATH INDEX 2055 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $32.2M | 2.1% | |
| OAKMARK R6 Mutual Funds | — | — | — | $25.8M | 1.7% | |
| FIDELITY MID CAP IDX Mutual Funds | — | — | — | $23.6M | 1.6% | |
| NTGI-QM COLL DAILY AGGREGATE BOND NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $23.2M | 1.6% | |
| BTC LPTH IDX 2060 W Common Collective Trust Fund | — | — | — | $19.4M | 1.3% | |
| BLKRCK LIFEPATH INDEX 2060 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $19.4M | 1.3% | |
| NTGI-QM COLL DAILY EAFE INDEX FUND NORTHERN TRUST INVESTMENTS, N.A. · EIN 45-6138589 / PN 017 | Common Collective Trust | — | — | $19.3M | 1.3% | |
| DODGE & COX INTL STK Mutual Funds | — | — | — | $12.4M | 0.8% | |
| Notes Receivable From Participants Notes Receivable From Participants (1) | — | — | — | $10.0M | 0.7% | |
| BTC LPTH IDX 2065 W Common Collective Trust Fund | — | — | — | $9.1M | 0.6% | |
| BLKRCK LIFEPATH INDEX 2065 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $9.1M | 0.6% | |
| EV INC FND BOSTON I Mutual Funds | — | — | — | $6.5M | 0.4% | |
| FIDELITY INFL PR BD IDX Mutual Funds | — | — | — | $5.3M | 0.4% | |
| EARNEST SMID CP CORE SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| FIDELITY LT TR BD IDX Mutual Funds | — | — | — | $4.0M | 0.3% | |
| Party in interest ** Per Department of Labor Section 2520.103-11(d), cost may be omitted as all investments | — | — | — | $3K | <0.1% | |
| FIAM SMALL-MID CAP CORE COMM POOL FIDELITY INSTITUTIONAL ASSET MGMT CO · EIN 20-4659714 / PN 029 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLKRCK LIFEPATH INDEX 2025 FUND W BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1035812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |