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Original filing (PDF)20251009130643NAL0011004112001
NOISE & VIBRATION TECHNOLOGIES
Form 5500
FILING_RECEIVED
NOISE VIBRATION TECHNOLOGY (NVT) 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
116
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOISE & VIBRATION TECHNOLOGIES.
Plan sponsor
Name
NOISE & VIBRATION TECHNOLOGIES
EIN
47-2141995
Address
2480 N 1ST STREET · SUITE 100 · SAN JOSE, CA · 951311030
Phone
(408) 437-0100
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
Investments
23 direct securities · 2 pooled funds· $22.0M(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
$16.9M
23 holdings
Common Collective Trust
$5.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fd Registered Investment Companies | — | — | — | $4.3M | 19.5% | |
| Vanguard Inst Trgt Rtmt 2030 I Fd Registered Investment Companies | — | — | — | $4.2M | 19.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.7M | 12.4% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.4M | 10.9% | |
| Vanguard Inst Trgt Rtmt 2040 I Fd Registered Investment Companies | — | — | — | $870K | 3.9% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Companies | — | — | — | $638K | 2.9% | |
| Vanguard Mid Cap Index Adm Fd Registered Investment Companies | — | — | — | $623K | 2.8% | |
| Vanguard Sm Cap Index Adm Fund Registered Investment Companies | — | — | — | $622K | 2.8% | |
| Vanguard Inst Trgt Rtmt 2020 I Fd Registered Investment Companies | — | — | — | $550K | 2.5% | |
| JanusHenderson Enter I Fund Registered Investment Companies | — | — | — | $529K | 2.4% | |
| Vanguard Inst Trgt Rtmt 2050 I Fd Registered Investment Companies | — | — | — | $524K | 2.4% | |
| Equity Income Inst Fund++ Registered Investment Companies | — | — | — | $518K | 2.4% | |
| BlackRock Total Return I Fund Registered Investment Companies | — | — | — | $506K | 2.3% | |
| Victory Sycamore Est Val I Fd Registered Investment Companies | — | — | — | $490K | 2.2% | |
| Vanguard Inst Trgt Rtmt 2025 I Fd Registered Investment Companies | — | — | — | $393K | 1.8% | |
| Vgd Ttl Instl Stk Idx Adm Fd Registered Investment Companies | — | — | — | $373K | 1.7% | |
| Vanguard Inst Trgt Rtmt 2035 I Fd Registered Investment Companies | — | — | — | $338K | 1.5% | |
| JanusHenderson Triton N Registered Investment Companies | — | — | — | $314K | 1.4% | |
| JP Morgan Sm Cap Value R6 Fund Registered Investment Companies | — | — | — | $259K | 1.2% | |
| Vanguard Inst Trgt Rtmt 2045 I Fd Registered Investment Companies | — | — | — | $255K | 1.2% | |
| Vanguard Inst Trgt Rtmt 2060 I Fd Registered Investment Companies | — | — | — | $230K | 1.0% | |
| maturing through February 2035 - | — | — | — | $145K | 0.7% | |
| Vanguard Inst Trgt Rtmt 2055 I Fd Registered Investment Companies | — | — | — | $95K | 0.4% | |
| Vanguard Inst Trgt Rtmt Inc I Fund Registered Investment Companies | — | — | — | $93K | 0.4% | |
| Vanguard Inst Trgt Rtmt 2065 I Fd Registered Investment Companies | — | — | — | $50K | 0.2% |
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