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Original filing (PDF)20251031232023NAL0005650208001
NETSKOPE
Form 5500
FILING_RECEIVED
NETSKOPE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
990
Accounts w/ balance
1,035
Plan assets (EOY)
$104.2M
Net assets (EOY)
$104.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 NETSKOPE.
Plan sponsor
Name
NETSKOPE
EIN
46-1141117
Address
2445 AUGUSTINE DRIVE · SUITE 301 · SANTA CLARA, CA · 95054
Phone
(303) 505-2649
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
2025-11-01
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $246 | — |
Investments
33 direct securities · 2 pooled funds· $110.2M(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
$109.5M
33 holdings
Common Collective Trust
$701K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company | — | — | — | $16.3M | 15.6% | |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company | — | — | — | $9.3M | 9.0% | |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company | — | — | — | $8.9M | 8.6% | |
| VANGUARD TOT STK MKT IDX ADMRL Mutual Fund | — | — | — | $8.4M | 8.1% | |
| VANGUARD TARGET RETIREMNT 2035 Mutual Fund | — | — | — | $7.9M | 7.6% | |
| VANGUARD TARGET RETIREMNT 2045 Mutual Fund | — | — | — | $7.8M | 7.5% | |
| VANGUARD TARGET RETIREMNT 2055 Mutual Fund | — | — | — | $6.0M | 5.8% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $5.1M | 4.9% | |
| PERSONAL CHOICE RETIREMENT Self-directed brokerage account | — | — | — | $4.7M | 4.5% | |
| VANGUARD TARGET RETIREMNT 2030 Mutual Fund | — | — | — | $4.3M | 4.1% | |
| T ROWE PRICE LARGE CAP GRWTH I Mutual Fund | — | — | — | $4.2M | 4.0% | |
| VANGUARD MID CAP INDEX ADMIRAL Mutual Fund | — | — | — | $3.1M | 3.0% | |
| VANGUARD CASH RSRV FED MMKT ADM Mutual Fund | — | — | — | $2.7M | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL Mutual Fund | — | — | — | $2.6M | 2.5% | |
| VANGUARD TARGET RETIREMNT 2060 Mutual Fund | — | — | — | $2.4M | 2.3% | |
| DODGE & COX STOCK FUND Mutual Fund | — | — | — | $2.4M | 2.3% | |
| VANGUARD TOT INTL STK IDX ADM Mutual Fund | — | — | — | $1.8M | 1.8% | |
| VANGUARD TARGET RETIREMNT 2025 Mutual Fund | — | — | — | $1.8M | 1.8% | |
| VANGUARD TTL BOND MKT IDX ADM Mutual Fund | — | — | — | $1.1M | 1.1% | |
| VANGUARD HEALTH CARE ADM Mutual Fund | — | — | — | $1.1M | 1.1% | |
| maturities through March 2052 -$0- | — | — | — | $942K | 0.9% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $942K | 0.9% | |
| VANGUARD WELLESLEY INCOME ADM Mutual Fund | — | — | — | $924K | 0.9% | |
| VANGUARD ENERGY INDEX ADM Mutual Fund | — | — | — | $869K | 0.8% | |
| FIRST EAGLE GOLD FUND CL R6 Mutual Fund | — | — | — | $825K | 0.8% | |
| EUROPACIFIC GROWTH R6 Mutual Fund | — | — | — | $804K | 0.8% | |
| PIMCO INCOME INSTITUTIONAL Mutual Fund | — | — | — | $631K | 0.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $515K | 0.5% | |
| VANGUARD TARGET RETIREMNT 2020 Mutual Fund | — | — | — | $465K | 0.4% | |
| PERSONAL CHOICE RETIREMENT 2 Self-directed brokerage account | — | — | — | $413K | 0.4% | |
| INVESCO OPPENHEIMER DISC R6 Mutual Fund | — | — | — | $319K | 0.3% | |
| VANGUARD TARGET RETIREMNT 2070 Mutual Fund | — | — | — | $261K | 0.3% | |
| JHANCOCK CORE PLUS INC TR I JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST I · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $186K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2065 Mutual Fund | — | — | — | $111K | 0.1% | |
| VANGUARD TARGET RETMT INCOME Mutual Fund | — | — | — | $29K | <0.1% |
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