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Original filing (PDF)20251013205230NAL0004056546001
NETAPP, INC.
Form 5500
FILING_RECEIVED
NETAPP, INC. SHORT TERM DISABILITY PLAN
Health & welfare plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
3,666
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$966K
How this plan invests
This plan
1 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Deposit Sweep Program Interest-Bearing Cash" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETAPP, INC..
Plan sponsor
Name
NETAPP, INC.
EIN
77-0307520
Address
3060 OLSEN DR · SAN JOSE, CA · 95128
Phone
(408) 822-6000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | — | DES MOINES, IA | TRUSTEE | $5K | — |
Investments
1 direct security· $1.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Deposit Sweep Program Interest-Bearing Cash | — | — | $1.5M | $1.5M | 100.0% |