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Original filing (PDF)20251014150129NAL0006542274001
ENERGY VAULT, INC.
Form 5500
FILING_RECEIVED
ENERGY VAULT 401(K) PLAN
401(k) retirement plan
Active participants
123
Accounts w/ balance
152
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
31 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGY VAULT, INC..
Plan sponsor
Name
ENERGY VAULT, INC.
EIN
82-3199662
Address
4165 E THOUSAND OAKS BLVD,SUITE 100 · WESTLAKE VILLAGE, CA · 91362
Phone
(805) 852-0000
Industry
Constructionsee 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
2025-10-14
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
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 | $644 | — |
Investments
30 direct securities· $8.6M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.0M | 21.5% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K | — | — | — | $781K | 8.3% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K | — | — | — | $763K | 8.1% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K | — | — | — | $707K | 7.5% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K | — | — | — | $497K | 5.3% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K | — | — | — | $432K | 4.6% | |
| Fidelity Investments Fidelity Global Ex US Index Fund | — | — | — | $383K | 4.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $334K | 3.5% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K | — | — | — | $260K | 2.8% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K | — | — | — | $220K | 2.3% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K | — | — | — | $220K | 2.3% | |
| MFS Mid Cap Value Fund Class R4 | — | — | — | $207K | 2.2% | |
| Fidelity Investments Fidelity International Capital Appreciation Fund | — | — | — | $184K | 2.0% | |
| Parnassus Core Equity Fund - Investor Shares | — | — | — | $180K | 1.9% | |
| American Funds American Funds American Mutual Fund Class R4 | — | — | — | $179K | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $154K | 1.6% | |
| Fidelity Investments Fidelity Freedom 2065 Fund Class K | — | — | — | $146K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | — | — | — | $145K | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $140K | 1.5% | |
| Fidelity Investments Fidelity Emerging Markets Fund | — | — | — | $130K | 1.4% | |
| Fidelity Investments Fidelity Freedom 2020 Fund Class K | — | — | — | $124K | 1.3% | |
| Fidelity Investments Fidelity Government Income Fund | — | — | — | $93K | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $90K | 1.0% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $87K | 0.9% | |
| Participant Loans to participants, bearing interest from 8.50% to 9.50% | — | — | — | $69K | 0.7% | |
| Columbia Threadneedle Columbia Small Cap Value Fund II Class A | — | — | — | $48K | 0.5% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund Class L | — | — | — | $37K | 0.4% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | — | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund Class K | — | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund Class K | — | — | — | $2K | <0.1% |
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