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Original filing (PDF)20250716110533NAL0003050305001
TERADATA CORPORATION
Form 5500
FILING_RECEIVED
TERADATA SAVINGS PLAN
401(k) retirement plan
Active participants
1,709
Accounts w/ balance
3,755
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
18 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERADATA CORPORATION.
Plan sponsor
Name
TERADATA CORPORATION
EIN
75-3236470
Address
17095 VIA DEL CAMPO · SAN DIEGO, CA · 92127
Phone
(858) 485-3885
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
2025-07-16
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INVEST INST OPS CO | 04-2647786 | — | RECORDKEEPER | $169K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADVISOR | $88K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA P.C. | 13-5381590 | — | AUDITOR | $46K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE | 34-0575300 | — | LEGAL | $54K | — |
Investments
14 direct securities · 18 pooled funds· $1.1B(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
$838.1M
18 holdings
Uncategorized
$290.6M
13 holdings
Mutual Funds
$13.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLL DAILY S&P 500 EQ NL TIER J NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $173.5M | 15.1% | |
| Fidelity Brokerage Link Self-directed brokerage account investments | — | — | — | $123.1M | 10.7% | |
| FIDELITY CONTRAFUND-COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $115.6M | 10.1% | |
| T. ROWE PRICE RET BLEND 2030 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $106.0M | 9.2% | |
| T. ROWE PRICE RET BLEND 2035 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $102.7M | 9.0% | |
| T. ROWE PRICE RET BLEND 2040 H T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $87.4M | 7.6% | |
| T. ROWE PRICE RET BLEND 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $76.1M | 6.6% | |
| T. ROWE PRICE RET BLEND 2045 H T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $57.4M | 5.0% | |
| Fidelity Money Market Funds Fidelity Investments Money Market Treasury Portfolio Class Institutional | — | — | — | $50.6M | 4.4% | |
| T. ROWE PRICE RET BLEND 2050 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $38.4M | 3.3% | |
| T. ROWE PRICE RET BLEND 2020 H T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $34.1M | 3.0% | |
| T. ROWE PRICE RET BLEND 2055 H T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $24.5M | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $23.0M | 2.0% | |
| Fidelity US Bond Index | — | — | — | $22.7M | 2.0% | |
| Invesco Discovery Fund Class R6 | — | — | — | $14.9M | 1.3% | |
| AllSpring Special Small Cap Value Fund Class R6 | Mutual Funds | — | — | $13.8M | 1.2% | |
| MFS International Equity Fund Class R6 | — | — | — | $13.6M | 1.2% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $13.0M | 1.1% | |
| Diamond Hill Diamond Hill Large Cap Fund Class Y | — | — | — | $11.2M | 1.0% | |
| Fidelity Total International Index | — | — | — | $10.7M | 0.9% | |
| T. ROWE PRICE RET BLEND 2060 H T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $9.2M | 0.8% | |
| T. ROWE PRICE RET BLEND 2015 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.6% | |
| American Funds American Funds New World Class R6 | — | — | — | $6.1M | 0.5% | |
| T. ROWE PRICE RET BLEND 2010 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.7M | 0.1% | |
| T. ROWE PRICE RET BLEND 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.1% | |
| TOTAL * Identifies a party-in-interest to the Plan, as defined by ERISA. | — | — | — | $3K | <0.1% | |
| and Form 5500 Schedule H, Line 4i. | — | — | — | $3K | <0.1% | |
| AB GLOBAL RE SEC INDEX COLL TRUST ALLIANCEBERNSTEIN, LP · EIN 04-6948485 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT TIPS INDEX FUND NL NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 143 | Common Collective Trust | — | — | $0 | <0.1% | |
| NT SHORT TERM GOVT BOND INDEX L NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 092 | Common Collective Trust | — | — | $0 | <0.1% | |
| JPMCB DIVERSIFIED COMMERCIAL PROPER JPMORGAN CHASE BANK, N.A. · EIN 26-1397584 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |