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Original filing (PDF)20230404205859NAL0044162385001
NETPOLARITY, INC.
Form 5500
FILING_RECEIVED
NETPOLARITY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
35 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETPOLARITY, INC..
Plan sponsor
Name
NETPOLARITY, INC.
EIN
77-0534930
Address
900 E. CAMPBELL AVE. · CAMPBELL, CA · 95008
Phone
(408) 971-1100
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-10-31
Filed
2023-04-04
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | BUFFALO, NY | TRUST CUSTODIAN | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARP CAPITAL MGMNT | 20-1159707 | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIMARK BENEFITS | 94-2320862 | BURLINGAME, CA | THIRD PARTY PENSION ADM | $18K | — |
Investments
35 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD TARGET 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| TOTAL BOND MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2050 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2040 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2035 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2030 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2020 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2055 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET INCOME JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS AGGRESSIVE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS BALANCED JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LS MODERATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| REAL EST SECURITIES FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| NEW WORLD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| T ROWE PRICE HEALTH SCIENCE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| TIAA-CREF SMALL CAP BLEN IDX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD ENERGY FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD GROWTH INDEX FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO INCOME FUND JOHN HANCOCK0 · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH STABLE VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN UTILITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| 3FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET 2015 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
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