Original filing (PDF)20251015142851NAL0006427008001

AEVA, INC.

Name: AEVA, INC. — AEVA RETIREMENT PLAN, Form 5500 (2024)
Creator: AEVA, INC.

Form 5500

FILING_RECEIVED

AEVA RETIREMENT PLAN

401(k) retirement plan

Active participants

230

Accounts w/ balance

310

Plan assets (EOY)

$25.9M

Net assets (EOY)

$25.9M

How this plan invests

This plan

33 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AEVA, INC..

Plan sponsor

Name

AEVA, INC.

EIN

81-4611800

Address

555 ELLIS STREET · MOUNTAIN VIEW, CA · 94043

Phone

(650) 481-7070

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SENSIBA LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$55K	—

Investments

33 direct securities· $25.5M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Party-In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity 500 Index Fund Mutual Fund	—	—	—	$4.0M	15.6%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	—	—	—	$3.5M	13.5%
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	—	—	—	$3.4M	13.1%
Fidelity Large Cap Growth Index Fund Mutual Fund	—	—	—	$3.2M	12.4%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	—	—	—	$1.7M	6.7%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	—	—	—	$1.4M	5.5%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	—	—	—	$1.3M	5.1%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	—	—	—	$1.3M	5.0%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	—	—	—	$1.2M	4.7%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$923K	3.6%
Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund	—	—	—	$703K	2.7%
Fidelity International Index Fund Mutual Fund	—	—	—	$322K	1.2%
BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund	—	—	—	$316K	1.2%
MFS Mid Cap Value Fund Class R6 Mutual Fund	—	—	—	$312K	1.2%
Money market fund * Fidelity Government Money Market Fund: Class K6 Money Market Fund	—	—	—	$298K	1.2%
Columbia Dividend Income Fund Institutional 3 Class Mutual Fund	—	—	—	$266K	1.0%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$225K	0.9%
PGIM High Yield Fund- Class R6 Mutual Fund	—	—	—	$177K	0.7%
American Century Small Cap Value Fund Mutual Fund	—	—	—	$156K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$135K	0.5%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	—	—	—	$114K	0.4%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$110K	0.4%
Lord Abbett Developing Growth Fund Class R6 Mutual Fund	—	—	—	$56K	0.2%
Fidelity Emerging Markets Index Fund Mutual Fund	—	—	—	$53K	0.2%
JPMorgan International Equity Fund Mutual Fund	—	—	—	$52K	0.2%
Fidelity Freedom Index Income Fund Investor Class Mutual Fund	—	—	—	$50K	0.2%
Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund	—	—	—	$39K	0.2%
Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund	—	—	—	$35K	0.1%
Cohen & Steers Institutional Realty Shares Mutual Fund	—	—	—	$34K	0.1%
DFA Investment Grade Portfolio Mutual Fund	—	—	—	$16K	<0.1%
American Funds New World R6 Mutual Fund	—	—	—	$14K	<0.1%
Fidelity Freedom Index 2015 Fund Investor Class Mutual Fund	—	—	—	$10K	<0.1%
American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund	—	—	—	$5K	<0.1%