How big is AEVA, Inc.'s plan?

AEVA, Inc.'s plan reported $25.9M in assets and 230 participants for 2024.

Original filing (PDF)20251015142851NAL0006427008001

AEVA, Inc.

Name: AEVA, Inc. — AEVA Retirement Plan, Form 5500 (2024)
Creator: AEVA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AEVA Retirement Plan

401(k) retirement plan · AEVA, Inc.'s AEVA Retirement Plan held $25.9M in plan assets for 230 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

230

Accounts w/ balance

310

Plan assets (EOY)

$25.9M

Net assets (EOY)

$25.9M

People on this filing

Vanessa Padilla signed AEVA, Inc.'s 2024 Form 5500 as plan administrator.

Vanessa Padilla — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AEVA, Inc.'s EIN is 81-4611800.

EIN 81-4611800

Plan number 001

Plan year 2024

ACK ID 20251015142851NAL0006427008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AEVA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AEVA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

AEVA, INC.

EIN

all filings

Address

555 ELLIS STREET · MOUNTAIN VIEW, CA · 94043

Phone

(650) 481-7070

Industry

Manufacturing

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

Service providers (Schedule C)

1 rows

Recordkeeper

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

Investments

32 direct securities· $21.5M(83% of reported assets)

Mutual Funds

$15.5M

18 holdings

Common Collective Trusts

$5.0M

8 holdings

Other securities

$1000K

6 holdings

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