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Original filing (PDF)20251014125026NAL0001369043001
CSCO
Form 5500
FILING_RECEIVED
CSCO & SUBSIDIARIES QUALIFIED RETIREMENT PLAN
401(k) retirement plan
Active participants
334
Accounts w/ balance
568
Plan assets (EOY)
$44.1M
Net assets (EOY)
$44.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
45 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSCO.
Plan sponsor
Name
CSCO
EIN
83-3627607
Address
2000 CENTREGREEN WAY · SUITE 300 · CARY, NC · 27513
Phone
(919) 361-2286
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASHTON TREVETHAN AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
| MORGAN STANLEY GLOBAL BANKING OPERA | 11-3658445 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
Investments
43 direct securities · 3 pooled funds· $43.9M(99% 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.
Registered Investment Companies
$43.0M
43 holdings
Common Collective Trust
$944K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE TARGET 2045 I | Registered Investment Companies | — | — | $6.0M | 13.6% | |
| T ROWE PRICE TARGET 2035 I | Registered Investment Companies | — | — | $4.9M | 11.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $3.9M | 8.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.3M | 7.6% | |
| T ROWE PRICE TARGET 2055 I | Registered Investment Companies | — | — | $3.3M | 7.4% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $2.9M | 6.5% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $1.8M | 4.1% | |
| T ROWE PRICE TARGET 2025 I | Registered Investment Companies | — | — | $1.7M | 3.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| PIMCO STOCKSPLUS INTL I3 | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.0M | 2.3% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $969K | 2.2% | |
| VIRTUS KAR MID CAP CORE R6 | Registered Investment Companies | — | — | $944K | 2.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $904K | 2.0% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $881K | 2.0% | |
| T ROWE PRICE TARGET 2060 I | Registered Investment Companies | — | — | $871K | 2.0% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $709K | 1.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $594K | 1.3% | |
| T ROWE PRICE TARGET 2015 I | Registered Investment Companies | — | — | $530K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $491K | 1.1% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $484K | 1.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $344K | 0.8% | |
| FIDELITY ADVISOR OVERSEAS Z | Registered Investment Companies | — | — | $252K | 0.6% | |
| T ROWE PRICE TARGET 2050 I | Registered Investment Companies | — | — | $205K | 0.5% | |
| NEUBERGER BERMAN STRAT INC R6 | Registered Investment Companies | — | — | $193K | 0.4% | |
| T ROWE PRICE TARGET 2040 I | Registered Investment Companies | — | — | $182K | 0.4% | |
| T ROWE PRICE TARGET 2030 I | Registered Investment Companies | — | — | $179K | 0.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $163K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $150K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $103K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $50K | 0.1% | |
| STATE STREET NASDAQ 100 IDX M STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $40K | <0.1% | |
| BR LP ESG 2050 K | Registered Investment Companies | — | — | $37K | <0.1% | |
| BR LP ESG 2055 K | Registered Investment Companies | — | — | $26K | <0.1% | |
| BR LP ESG INDEX 2030 K | Registered Investment Companies | — | — | $25K | <0.1% | |
| VANGUARD INT TERM INV GR AD | Registered Investment Companies | — | — | $23K | <0.1% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $20K | <0.1% | |
| BR LP ESG 2060 K | Registered Investment Companies | — | — | $15K | <0.1% | |
| T ROWE PRICE TARGET 2065 I | Registered Investment Companies | — | — | $10K | <0.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $4K | <0.1% | |
| T ROWE PRICE TARGET 2020 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| BR LP ESG 2040 K | Registered Investment Companies | — | — | $3K | <0.1% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |