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Original filing (PDF)20251231103808NAL0019841473001
NATIONAL INSTRUMENTS CORPORATION
Form 5500
FILING_RECEIVED
NATIONAL INSTRUMENTS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.5 mo8 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$778.7M
Net assets (EOY)
$0
How this plan invests
This plan
15 pooled trusts
Schedule D
32 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
94
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL INSTRUMENTS CORPORATION.
Plan sponsor
Name
NATIONAL INSTRUMENTS CORPORATION
EIN
74-1871327
Address
11500 N. MOPAC EXPRESSWAY · AUSTIN, TX · 78759
Phone
(512) 683-8000
Industry
Wholesale Tradesee 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
2025-12-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAUER & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $200K | — |
| COOK STREET CONSULTING INC | 84-0854432 | — | NONE | $24K | — |
| ENZI WEALTH LLC | 87-1111596 | — | NONE | $20K | — |
| MOGAN STANLEY CAPITAL MANAGE | 11-3658445 | — | NONE | $18K | — |
| HARVARD AVENUE CONSULTANTS LLC | 26-2827358 | — | NONE | $14K | — |
| BARDEN CAPITAL MANAGEMENT INC | 20-5414632 | — | NONE | $11K | — |
| WORTHPOINTE LLC | 26-0373212 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
Investments
18 direct securities · 15 pooled funds· $780.2M(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.
Common Collective Trust
$393.6M
15 holdings
Uncategorized
$386.6M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl PL Registered Investment Company | — | — | — | $124.2M | 15.9% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $112.0M | 14.4% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $54.0M | 6.9% | |
| Vanguard Windsor II Admiral Registered Investment Company | — | — | — | $52.8M | 6.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $51.2M | 6.6% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $41.4M | 5.3% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $40.6M | 5.2% | |
| Hood River Small Cap Growth Ret Registered Investment Company | — | — | — | $33.0M | 4.2% | |
| Europacific Growth R6 Registered Investment Company | — | — | — | $32.0M | 4.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $26.7M | 3.4% | |
| Charles Schwab Trust Company (PCRA) Self-Directed Brokerage Account | — | — | — | $23.6M | 3.0% | |
| Vanguard Sm Cap Index Instl Registered Investment Company | — | — | — | $22.3M | 2.9% | |
| Vanguard Total Intl Stk Instl Registered Investment Company | — | — | — | $21.1M | 2.7% | |
| Vanguard Total BD Mkt Idx Inst Registered Investment Company | — | — | — | $19.7M | 2.5% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.3M | 2.3% | |
| PIMCO Total Return Fund Registered Investment Company | — | — | — | $17.9M | 2.3% | |
| GALLIARD MANAGED INCOME FUND CORE SEI TRUST COMPANY · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $16.5M | 2.1% | |
| Vanguard Mid Cap Index Instl Registered Investment Company | — | — | — | $16.4M | 2.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.9M | 1.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.7% | |
| Vanguard Real Estate Inx Instl Registered Investment Company | — | — | — | $9.3M | 1.2% | |
| Gabelli US Treasury Money Market / Cash Equivalent | — | — | — | $6.4M | 0.8% | |
| PIMCO High Yield Fund Registered Investment Company | — | — | — | $1.9M | 0.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| Participant Loans (5.25% - 10.50%) | — | — | — | $1.6M | 0.2% | |
| Vanguard Ret Income Trust II Common Collective Trust Fund | — | — | — | $1.5M | 0.2% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| Fidelity Inflation-Prot BD Ind Registered Investment Company | — | — | — | $1.3M | 0.2% | |
| Victory Syc Small Co Opp R6 Registered Investment Company | — | — | — | $993K | 0.1% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $965K | 0.1% | |
| Vanguard Total Intl BD Idx Adm Registered Investment Company | — | — | — | $493K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $146K | <0.1% | |
| VFTC TARGET RET INC & GRWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $28K | <0.1% |