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Original filing (PDF)20251008020258NAL0012589362001
CPACKET NETWORKS, INC.
Form 5500
FILING_RECEIVED
CPACKET NETWORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
158
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPACKET NETWORKS, INC..
Plan sponsor
Name
CPACKET NETWORKS, INC.
EIN
82-0554492
Address
480 N. MCCARTHY BLVD · SUITE 100 · MILPITAS, CA · 95035
Phone
(415) 420-1219
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
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Investments
27 direct securities· $14.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R2 American Funds 0 | — | — | — | $2.1M | 14.3% | |
| Putnam Large Cap Value A Putnam 0 | — | — | — | $1.8M | 12.5% | |
| Putnam Sustainable Retirement 2035 R3 Putnam 0 | — | — | — | $1.8M | 12.0% | |
| Putnam Sustainable Retirement 2040 R3 Putnam 0 | — | — | — | $1.4M | 9.5% | |
| Putnam Sustainable Retirement 2055 R3 Putnam 0 | — | — | — | $1.2M | 7.9% | |
| Putnam Sustainable Retirement 2050 R3 Putnam 0 | — | — | — | $958K | 6.5% | |
| Putnam Sustainable Retirement 2030 R3 Putnam 0 | — | — | — | $579K | 3.9% | |
| Putnam Sustainable Retirement 2045 R3 Putnam 0 | — | — | — | $558K | 3.8% | |
| Putnam Money Market Trust A Putnam 0 | — | — | — | $542K | 3.7% | |
| Putnam Focus Equity A Putnam 0 | — | — | — | $525K | 3.6% | |
| Invesco Small Cap Growth R Invesco 0 | — | — | — | $483K | 3.3% | |
| Putnam Sustainable Future Fund A Putnam 0 | — | — | — | $466K | 3.2% | |
| Putnam Dynamic Asset Alloc Growth A Putnam 0 | — | — | — | $390K | 2.7% | |
| Putnam Emerging Markets Equity Fund A Putnam 0 | — | — | — | $267K | 1.8% | |
| Thornburg Small/Mid Cap Growth R3 Thornburg 0 | — | — | — | $243K | 1.7% | |
| Putnam Sustainable Retirement 2025 R3 Putnam 0 | — | — | — | $242K | 1.6% | |
| Putnam Dynamic Asset Alloc Balanced A Putnam 0 | — | — | — | $202K | 1.4% | |
| Invesco Main Street Mid Cap R Invesco 0 | — | — | — | $201K | 1.4% | |
| Putnam Focused International Equity A Putnam 0 | — | — | — | $178K | 1.2% | |
| Putnam Mortgage Securities A Putnam 0 | — | — | — | $119K | 0.8% | |
| Putnam International Equity A Putnam 0 | — | — | — | $98K | 0.7% | |
| Macquarie Global Listed Real Assets R Macquarie 0 | — | — | — | $55K | 0.4% | |
| American Funds Bond Fund of Amer R2 American Funds 0 | — | — | — | $52K | 0.4% | |
| Macquarie Small Cap Core R Macquarie 0 | — | — | — | $51K | 0.3% | |
| American Eupac R2 American 0 | — | — | — | $46K | 0.3% | |
| Putnam Floating Rate Income A Putnam 0 | — | — | — | $27K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $17K | 0.1% |
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