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Original filing (PDF)20250813163813NAL0025916322001
EGNYTE, INC.
Form 5500
FILING_RECEIVED
EGNYTE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
572
Accounts w/ balance
617
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EGNYTE, INC..
Plan sponsor
Name
EGNYTE, INC.
EIN
80-0214252
Address
1350 WEST MIDDLEFIELD ROAD · MOUNTAIN VIEW, CA · 94043
Phone
(650) 968-4018
Industry
Custom Computer Programming· 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
2025-08-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
27 direct securities · 1 pooled fund· $40.1M(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
$39.6M
27 holdings
Common Collective Trust
$489K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $9.2M | 23.3% | |
| Fidelity Investments Fidelity Freedom Index 2055 Institutional Premium | — | — | — | $4.6M | 11.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 Institutional Premium | — | — | — | $3.7M | 9.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 Institutional Premium | — | — | — | $3.7M | 9.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 Institutional Premium | — | — | — | $2.8M | 7.0% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities Z | — | — | — | $2.6M | 6.5% | |
| Fidelity Investments Fidelity Freedom Index 2035 Institutional Premium | — | — | — | $2.4M | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 Institutional Premium | — | — | — | $1.5M | 3.8% | |
| Fidelity Investments Fidelity Freedom Index 2030 Institutional Premium | — | — | — | $1.2M | 3.1% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.1M | 2.8% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $830K | 2.1% | |
| Fidelity Investments Fidelity International Index | — | — | — | $724K | 1.8% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $625K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Institutional Premium | — | — | — | $618K | 1.6% | |
| T. Rowe T. Rowe Price Equity Income I | — | — | — | $555K | 1.4% | |
| Fidelity Investments Fidelity Advisor Stable Value Portfolio Class III | — | — | — | $523K | 1.3% | |
| Fidelity Investments Fidelity U.S. Bond Index | — | — | — | $519K | 1.3% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $489K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Growth Index | — | — | — | $441K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Institutional Premium | — | — | — | $290K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets Index | — | — | — | $283K | 0.7% | |
| MFS International Growth R6 | — | — | — | $258K | 0.7% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 9.50% | — | — | — | $253K | 0.6% | |
| PGIM Total Return Bond R6 | — | — | — | $238K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index Income Institutional Premium | — | — | — | $195K | 0.5% | |
| Fidelity Investments Fidelity Real Estate Index | — | — | — | $184K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Institutional Premium | — | — | — | $153K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2020 Institutional Premium | — | — | — | $93K | 0.2% |
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