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Original filing (PDF)20251015085055NAL0005722160002
NICE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
NICE SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,290
Accounts w/ balance
4,725
Plan assets (EOY)
$545.1M
Net assets (EOY)
$545.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 203% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NICE SYSTEMS, INC..
Plan sponsor
Name
NICE SYSTEMS, INC.
EIN
77-0250126
Address
221 RIVER ST, 10TH FL · HOBOKEN, NJ · 07030
Phone
(201) 549-1622
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TRAVELLER AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $414K | — |
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | NONE | $354K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $208K | — |
| TRAVELLER AND COMPANY, LLC | 87-0668060 | — | NONE | $14K | — |
Investments
28 direct securities · 14 pooled funds· $640.1M(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
$440.2M
28 holdings
Common Collective Trust
$171.2M
13 holdings
Pooled Separate Account
$28.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Funds N/A | — | — | — | $86.1M | 15.8% | |
| PIMCO REALPATH BLEND 2045 TR SEI TRUST COMPANY · EIN 84-4363123 / PN 023 | Common Collective Trust | — | — | $53.4M | 9.8% | |
| PIMCO Realpath Blend 2045 TR Common Collective Trusts N/A | — | — | — | $53.4M | 9.8% | |
| PIMCO REALPATH BLEND 2040 TR SEI TRUST COMPANY · EIN 84-4353277 / PN 022 | Common Collective Trust | — | — | $47.2M | 8.7% | |
| PIMCO REALPATH BLEND 2050 TR SEI TRUST COMPANY · EIN 84-4384278 / PN 024 | Common Collective Trust | — | — | $34.5M | 6.3% | |
| MFS Intl Diversification CL R6 Mutual Funds N/A | — | — | — | $31.8M | 5.8% | |
| New York Life Anchor Account IV Pooled Separate Account N/A | — | — | — | $28.7M | 5.3% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $28.7M | 5.3% | |
| PIMCO Income Institutional Mutual Funds N/A | — | — | — | $27.6M | 5.1% | |
| BNY Mellon Core Plus Fund A Mutual Funds N/A | — | — | — | $27.2M | 5.0% | |
| Harbor Capital Appreciation Rtmt Mutual Funds N/A | — | — | — | $27.1M | 5.0% | |
| Fidelity Total Market Index Mutual Funds N/A | — | — | — | $26.6M | 4.9% | |
| JP MORGAN EQUITY INCOME R6 Registered Investment Company | — | — | — | $21.7M | 4.0% | |
| PIMCO REALPATH BLEND 2055 TR SEI TRUST COMPANY · EIN 84-4410629 / PN 025 | Common Collective Trust | — | — | $17.5M | 3.2% | |
| BLACKROCK INFLT PROT BD INSTL Registered Investment Company | — | — | — | $13.3M | 2.4% | |
| Blackrock Inflation Protected Mutual Funds N/A | — | — | — | $13.3M | 2.4% | |
| Fidelity Mid Cap Index Mutual Funds N/A | — | — | — | $13.2M | 2.4% | |
| Vanguard MDCP Grth Index Adm Mutual Funds N/A | — | — | — | $11.0M | 2.0% | |
| Fidelity Small Cap Index Mutual Funds N/A | — | — | — | $8.0M | 1.5% | |
| MFS Global Real Estate R6 Mutual Funds N/A | — | — | — | $6.3M | 1.1% | |
| PIMCO REALPATH BLEND 2060 TR SEI TRUST COMPANY · EIN 84-4428760 / PN 026 | Common Collective Trust | — | — | $5.9M | 1.1% | |
| Vanguard Small Cap Grth Index Mutual Funds N/A | — | — | — | $5.8M | 1.1% | |
| PIMCO REALPATH BLEND 2035 TR SEI TRUST COMPANY · EIN 84-4332975 / PN 021 | Common Collective Trust | — | — | $5.7M | 1.0% | |
| Vanguard Developed Mkt Idx Adm Mutual Funds N/A | — | — | — | $5.6M | 1.0% | |
| Fidelity Adv Small Cap Value I Mutual Funds N/A | — | — | — | $5.5M | 1.0% | |
| Vanguard Ttl Bond Mkt Idx Adm Mutual Funds N/A | — | — | — | $5.3M | 1.0% | |
| PIMCO REALPATH BLEND 2030 TR SEI TRUST COMPANY · EIN 84-4313577 / PN 020 | Common Collective Trust | — | — | $5.0M | 0.9% | |
| Various maturity dates with interest rates of * Participant loans 3.25% to 9.50% $0 | — | — | — | $4.5M | 0.8% | |
| ALLSPRING SPEC MID CAP VAL R6 Registered Investment Company | — | — | — | $4.3M | 0.8% | |
| Janus Henderson Balanced T Mutual Funds N/A | — | — | — | $3.2M | 0.6% | |
| Vanguard High-Yield Corp Adm Mutual Funds N/A | — | — | — | $3.0M | 0.6% | |
| BLKRK Commodity Strtegy Instl Mutual Funds N/A | — | — | — | $2.3M | 0.4% | |
| MFS Intl Intrinsic Value R6 Mutual Funds N/A | — | — | — | $2.2M | 0.4% | |
| Driehaus Emerging Markets Growth Mutual Funds N/A | — | — | — | $2.1M | 0.4% | |
| PIMCO REALPATH BLEND 2025 TR SEI TRUST COMPANY · EIN 84-4306238 / PN 019 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| PIMCO REALPATH BLEND 2065 TR Common Collective Trust Fund | — | — | — | $714K | 0.1% | |
| PIMCO REALPATH BLEND 2065 TR SEI TRUST COMPANY · EIN 92-1459838 / PN 032 | Common Collective Trust | — | — | $714K | 0.1% | |
| Loomis Sayles Global Bond CL I Mutual Funds N/A | — | — | — | $428K | <0.1% | |
| PIMCO REALPATH BLEND INCOME TR SEI TRUST COMPANY · EIN 84-4282179 / PN 018 | Common Collective Trust | — | — | $157K | <0.1% | |
| RESOURCES DIVERSIFIED FIXED IN ALTA TRUST COMPANY · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $6 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST COMPANY · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MIT ALTA TRUST COMPANY · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |