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Original filing (PDF)20250905110013NAL0028770256001
TESLA, INC.
Form 5500
FILING_RECEIVED
TESLA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
72,376
Accounts w/ balance
68,149
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
32 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — 182% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TESLA, INC..
Plan sponsor
Name
TESLA, INC.
EIN
91-2197729
Address
1 TESLA ROAD · AUSTIN, TX · 78725
Phone
(650) 681-5000
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
2025-09-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.9M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $290K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $236K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | 77-0573994 | — | ACCOUNTANT/AUDITOR | $55K | — |
Investments
29 direct securities · 32 pooled funds· $4.3B(100% 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.
Common Collective Trust
$2.2B
32 holdings
Uncategorized
$2.1B
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2055 Fund Collective Investment Trust | — | — | — | $363.8M | 14.8% | |
| TRP RETIRE 2055 J T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $363.8M | 14.8% | |
| T. Rowe Price Retirement 2060 Fund Collective Investment Trust | — | — | — | $308.2M | 12.5% | |
| TRP RETIRE 2060 J T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $308.2M | 12.5% | |
| T. Rowe Price Retirement 2050 Fund Collective Investment Trust | — | — | — | $295.8M | 12.0% | |
| TRP RETIRE 2050 J T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $295.8M | 12.0% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $293.6M | 11.9% | |
| T. Rowe Price Retirement 2045 Fund Collective Investment Trust | — | — | — | $218.6M | 8.9% | |
| TRP RETIRE 2045 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $218.6M | 8.9% | |
| T. Rowe Price Retirement 2040 Fund Collective Investment Trust | — | — | — | $143.3M | 5.8% | |
| TRP RETIRE 2040 J T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $143.3M | 5.8% | |
| Fidelity Contrafund Commingled Pool Fund Collective Investment Trust | — | — | — | $127.7M | 5.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $127.7M | 5.2% | |
| T. Rowe Price Retirement 2035 Fund Collective Investment Trust | — | — | — | $111.6M | 4.5% | |
| TRP RETIRE 2035 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $111.6M | 4.5% | |
| T. Rowe Price Retirement 2030 Fund Collective Investment Trust | — | — | — | $87.7M | 3.6% | |
| TRP RETIRE 2030 J T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $87.7M | 3.6% | |
| participants 9.50% | — | — | — | $76.1M | 3.1% | |
| T. Rowe Price Retirement 2065 Fund Collective Investment Trust | — | — | — | $52.7M | 2.1% | |
| TRP RETIRE 2065 J T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $52.7M | 2.1% | |
| T. Rowe Price Retirement 2025 Fund Collective Investment Trust | — | — | — | $48.5M | 2.0% | |
| TRP RETIRE 2025 J T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $48.5M | 2.0% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $40.2M | 1.6% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $37.5M | 1.5% | |
| BrokerageLink Accounts Various Securities | — | — | — | $31.0M | 1.3% | |
| Spartan Extended Market Index Pool Fund Collective Investment Trust | — | — | — | $26.6M | 1.1% | |
| SP EXT MKT IDX CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $26.6M | 1.1% | |
| SMALL CAP GROWTH S GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $23.7M | 1.0% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $21.9M | 0.9% | |
| Fidelity Investments Money Market * Government Portfolio Mutual Fund | — | — | — | $21.0M | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $21.0M | 0.9% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $18.9M | 0.8% | |
| American Funds New World Fund Mutual Fund | — | — | — | $17.9M | 0.7% | |
| Fidelity 500 Index Fund Mutual Fund 4 * Fidelity Contrafund Fund Mutual Fund 94 * Fidelity Extended Market Index Fund Mutual Fund 20 * Fidelity Government Income Fund Mutual Fund | — | — | — | $16.8M | 0.7% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | — | — | — | $14.7M | 0.6% | |
| T. Rowe Price Retirement 2020 Fund Collective Investment Trust | — | — | — | $12.8M | 0.5% | |
| TRP RETIRE 2020 J T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $12.8M | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | — | — | — | $10.1M | 0.4% | |
| Fidelity International Capital Appreciation Fd Mutual Fund | — | — | — | $9.9M | 0.4% | |
| Fidelity Inflation-Protected Bond Fund Mutual Fund | — | — | — | $5.4M | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Collective Investment Trust | — | — | — | $3.7M | 0.1% | |
| TRP RETIRE 2015 J T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.1% | |
| T. Rowe Price Retirement 2005 Fund Collective Investment Trust | — | — | — | $1.8M | <0.1% | |
| TRP RETIRE 2005 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.8M | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Collective Investment Trust | — | — | — | $861K | <0.1% | |
| TRP RETIRE 2010 J T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $861K | <0.1% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $181K | <0.1% | |
| TRP RETIRE 2045 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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