Back to filter
Original filing (PDF)20250929142932NAL0015330419001
NEXTRACKER, LLC.
Form 5500
FILING_RECEIVED
NEXTRACKER 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
543
Accounts w/ balance
523
Plan assets (EOY)
$51.1M
Net assets (EOY)
$51.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 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 (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTRACKER, LLC..
Plan sponsor
Name
NEXTRACKER, LLC.
EIN
46-3955221
Address
6200 PASEO PADRE PKWY · FREEMONT, CA · 94555
Phone
(510) 270-2500
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
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2S · Automatic enrollment
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 | $48K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 2 pooled funds· $51.6M(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
$51.1M
31 holdings
Common Collective Trust
$493K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company | — | — | — | $6.3M | 12.4% | |
| AF TRGT DATE 2050 R6 Registered Investment Company | — | — | — | $5.7M | 11.2% | |
| AF TRGT DATE 2030 R6 Registered Investment Company | — | — | — | $5.2M | 10.2% | |
| AF TRGT DATE 2045 R6 Registered Investment Company | — | — | — | $5.1M | 9.9% | |
| AF TRGT DATE 2040 R6 Registered Investment Company | — | — | — | $4.5M | 8.7% | |
| AF TRGT DATE 2055 R6 Registered Investment Company | — | — | — | $4.4M | 8.6% | |
| AF TRGT DATE 2035 R6 Registered Investment Company | — | — | — | $3.4M | 6.6% | |
| AF GRTH FUND AMER R6 Registered Investment Company | — | — | — | $2.8M | 5.5% | |
| FIDELITY BROKERAGELINK ACCOUNT Self-Directed Brokerage Account | — | — | — | $1.4M | 2.8% | |
| AF TRGT DATE 2025 R6 Registered Investment Company | — | — | — | $1.2M | 2.3% | |
| AF TRGT DATE 2020 R6 Registered Investment Company | — | — | — | $1.2M | 2.3% | |
| FID US SUSTN IDX Registered Investment Company | — | — | — | $1.2M | 2.3% | |
| DODGE & COX STOCK I Registered Investment Company | — | — | — | $1.0M | 2.0% | |
| FID TOTAL INTL IDX Registered Investment Company | — | — | — | $913K | 1.8% | |
| FID EXTD MKT IDX Registered Investment Company | — | — | — | $910K | 1.8% | |
| AF TRGT DATE 2060 R6 Registered Investment Company | — | — | — | $783K | 1.5% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $690K | 1.4% | |
| FID LOW-PRICED ST K6 Registered Investment Company | — | — | — | $608K | 1.2% | |
| AF CAP WORLD G&I R6 Registered Investment Company | — | — | — | $505K | 1.0% | |
| PUTNAM STABLE VALUE Collective Trust | — | — | — | $493K | 1.0% | |
| DFA US SMALL CAP I Registered Investment Company | — | — | — | $485K | 0.9% | |
| maturing through August 2040 -0- | — | — | — | $432K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $372K | 0.7% | |
| AF TRGT DATE 2010 R6 Registered Investment Company | — | — | — | $339K | 0.7% | |
| JPM MID CAP GRTH R6 Registered Investment Company | — | — | — | $324K | 0.6% | |
| TCW MW TOT RTN BD I Registered Investment Company | — | — | — | $290K | 0.6% | |
| FID DIVERSFD INTL K6 Registered Investment Company | — | — | — | $265K | 0.5% | |
| AF TRGT DATE 2065 R6 Registered Investment Company | — | — | — | $248K | 0.5% | |
| DFA EMRG MKT CORE EQ Registered Investment Company | — | — | — | $216K | 0.4% | |
| UM BEHAVIORAL VAL R6 Registered Investment Company | — | — | — | $215K | 0.4% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $121K | 0.2% | |
| AF TRGT DATE 2015 R6 Registered Investment Company | — | — | — | $55K | 0.1% | |
| FID GOVT MMKT K6 Money Market Account | — | — | — | $2K | <0.1% |