Original filing (PDF)20250923162926NAL0005928769001

MAVENIR SYSTEMS, INC.

Name: MAVENIR SYSTEMS, INC. — MAVENIR SYSTEMS, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MAVENIR SYSTEMS, INC.

Form 5500

FILING_RECEIVED

MAVENIR SYSTEMS, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

59% in single holding

Active participants

404

Accounts w/ balance

966

Plan assets (EOY)

$197.2M

Net assets (EOY)

$197.2M

How this plan invests

This plan

18 pooled trusts

Schedule D

346 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: FIDELITY BLUE CHIP GROWTH COMMINGLED POOL (extraction pending)]" is 59% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAVENIR SYSTEMS, INC..

Plan sponsor

Name

MAVENIR SYSTEMS, INC.

EIN

61-1489105

Address

1700 INTERNATIONAL PARKWAY · RICHARDSON, TX · 75081

Phone

(469) 916-4393

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$75K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST	26-0058143	—	INVESTMENT ADVISOR	$60K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$28K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CARON & BLETZER PLLC	04-3499945	—	ACCOUNTANT/AUDITOR	$15K	—

Investments

337 direct securities · 18 pooled funds· $278.0M(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.

Common Collective Trust

$145.2M

18 holdings

Uncategorized

$132.7M

337 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
[DFE: FIDELITY BLUE CHIP GROWTH COMMINGLED POOL (extraction pending)]	—	—	—	$85.3M	43.2%
FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142	Common Collective Trust	—	—	$85.3M	43.2%
FID FRDM BLND 2040 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093	Common Collective Trust	—	—	$10.0M	5.1%
FID FRDM BLND 2030 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091	Common Collective Trust	—	—	$9.7M	4.9%
FID FRDM BLND 2035 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092	Common Collective Trust	—	—	$9.3M	4.7%
FID FRDM BLND 2045 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094	Common Collective Trust	—	—	$6.8M	3.4%
FID FRDM BLND 2025 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090	Common Collective Trust	—	—	$5.1M	2.6%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$4.8M	2.4%
PIMCO TOTAL RETURN I SEI TRUST COMPANY · EIN 27-0834603 / PN 006	Common Collective Trust	—	—	$4.2M	2.2%
MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756	Common Collective Trust	—	—	$2.8M	1.4%
FID FRDM BLND 2050 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095	Common Collective Trust	—	—	$2.6M	1.3%
FID FRDM BLND 2020 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089	Common Collective Trust	—	—	$2.2M	1.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$1.4M	0.7%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$1.2M	0.6%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$1.0M	0.5%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$1.0M	0.5%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$993K	0.5%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$917K	0.5%
FID FRDM BLND 2055 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113	Common Collective Trust	—	—	$909K	0.5%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$883K	0.4%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$837K	0.4%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$831K	0.4%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$780K	0.4%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$751K	0.4%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$741K	0.4%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$734K	0.4%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$722K	0.4%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$650K	0.3%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$647K	0.3%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$647K	0.3%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$643K	0.3%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$623K	0.3%
FID FRDM BLND 2010 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087	Common Collective Trust	—	—	$602K	0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$562K	0.3%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$556K	0.3%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$537K	0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$532K	0.3%
FIAM TARGET DATE 5+ YEAR INFLATION	—	—	—	$509K	0.3%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$503K	0.3%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$501K	0.3%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$501K	0.3%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$497K	0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$496K	0.3%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$493K	0.2%
FIAM TARGET DATE 5+ YEAR INFLATION-	—	—	—	$478K	0.2%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$473K	0.2%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$471K	0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$471K	0.2%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$471K	0.2%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$452K	0.2%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$450K	0.2%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$450K	0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$450K	0.2%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$436K	0.2%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$427K	0.2%
FID FRDM BLEND INC H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085	Common Collective Trust	—	—	$425K	0.2%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$424K	0.2%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$411K	0.2%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$405K	0.2%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$399K	0.2%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$384K	0.2%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$380K	0.2%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$380K	0.2%
FIAM INTL DEVMK BD A	—	—	—	$378K	0.2%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$369K	0.2%
FIAM SMALL CAP CORE POOL	—	—	—	$364K	0.2%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$362K	0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$361K	0.2%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$335K	0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$324K	0.2%
FIAM INTL DEVMK BD A	—	—	—	$302K	0.2%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$288K	0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$279K	0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$279K	0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$279K	0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$274K	0.1%
[DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2015 COMMINGLED POOL (extraction pending)]	—	—	—	$273K	0.1%
FID FRDM BLND 2015 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088	Common Collective Trust	—	—	$273K	0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$271K	0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$263K	0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$254K	0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$247K	0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$245K	0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$243K	0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$236K	0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$229K	0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$227K	0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$212K	0.1%
FIAM OVERSEAS COMMINGLED POOL -	—	—	—	$211K	0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$211K	0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$210K	0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$208K	0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$206K	0.1%
FID FRDM BLND 2060 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147	Common Collective Trust	—	—	$203K	0.1%
FIAM INTL DEVMK BD A	—	—	—	$200K	0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$197K	0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$191K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$191K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$190K	<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$189K	<0.1%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$183K	<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$183K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$183K	<0.1%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$182K	<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$182K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$180K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$179K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$172K	<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION-	—	—	—	$160K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$160K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$155K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$154K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$152K	<0.1%
FID FRDM BLND 2065 H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168	Common Collective Trust	—	—	$151K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$148K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$139K	<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$139K	<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$135K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$133K	<0.1%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$130K	<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$130K	<0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$121K	<0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$117K	<0.1%
FIAM INTL DEVMK BD A	—	—	—	$116K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$113K	<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$112K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$109K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$109K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$106K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$102K	<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION	—	—	—	$100K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$98K	<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$97K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$92K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$88K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$88K	<0.1%
FIAM INTL DEVMK BD A	—	—	—	$87K	<0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$86K	<0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$83K	<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$82K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$81K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$81K	<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$78K	<0.1%
FIAM OVERSEAS COMMINGLED POOL -	—	—	—	$78K	<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$78K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$76K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$73K	<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$72K	<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$71K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$71K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$71K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$70K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$69K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$68K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$68K	<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$66K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$65K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$65K	<0.1%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$64K	<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$63K	<0.1%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$63K	<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$63K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$56K	<0.1%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$50K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$49K	<0.1%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$49K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$48K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$48K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$44K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$42K	<0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$42K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$42K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$41K	<0.1%
FIAM TARGET DATE INV GRADE SEC COMM	—	—	—	$41K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$40K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$37K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$36K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$35K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$35K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$35K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$32K	<0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$32K	<0.1%
FIAM TARGET DATE TREASURY BILL INDE	—	—	—	$32K	<0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$31K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$31K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$30K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$30K	<0.1%
FIAM TARGET DATE TREASURY BILL INDE	—	—	—	$29K	<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$28K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$26K	<0.1%
FIAM TARGET DATE TREASURY BILL INDE	—	—	—	$26K	<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$25K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$24K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$24K	<0.1%
FIAM INTL DEV MKT BD INDEX COMM POO	—	—	—	$24K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$24K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$22K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$22K	<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$22K	<0.1%
SPARTAN COMMODITY INDEX POOL	—	—	—	$20K	<0.1%

Showing top 200 of 355 investments by value.