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Original filing (PDF)20251001075310NAL0031141730001
NETATWORK, LLC
Form 5500
FILING_RECEIVED
NETATWORK, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
338
Accounts w/ balance
346
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETATWORK, LLC.
Plan sponsor
Name
NETATWORK, LLC
EIN
93-3014347
Address
575 EIGHTH AVENUE, 9TH FLOOR · SUITE 901 · NEW YORK, NY · 10018
Phone
(800) 719-3307
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
2025-10-01
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)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER PLATFORM SOLUTIONS | 84-3582920 | — | ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF, INC. | 25-1650062 | — | TPA | $9K | — |
Investments
31 direct securities· $23.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.1M | 16.9% | |
| Vanguard 500 Index Admiral | — | — | — | $2.5M | 10.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.4M | 9.9% | |
| BlackRock Global Allocation | — | — | — | $2.1M | 8.8% | |
| Lord Abbett Growth Leaders | — | — | — | $1.9M | 7.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.7M | 7.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.5M | 6.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.3M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $776K | 3.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $677K | 2.8% | |
| American Funds International Growth & Income | — | — | — | $555K | 2.3% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $511K | 2.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $493K | 2.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $481K | 2.0% | |
| JPMorgan Large Cap Growth | — | — | — | $373K | 1.6% | |
| T. Rowe Price Value | — | — | — | $300K | 1.3% | |
| Neuberger Berman Small Cap Growth | — | — | — | $289K | 1.2% | |
| PGIM Total Return Bond | — | — | — | $242K | 1.0% | |
| Lord Abbett Bond Debenture | — | — | — | $233K | 1.0% | |
| Vanguard Retirement Savings Trust V | — | — | — | $218K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $193K | 0.8% | |
| Maturing through August 2029 | — | — | — | $180K | 0.8% | |
| Vanguard Federal Money Market | — | — | — | $166K | 0.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $164K | 0.7% | |
| Vanguard Short-Term Bond Index Admiral | — | — | — | $133K | 0.6% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $113K | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $69K | 0.3% | |
| GQG Partners Emerging Markets Equity Instl | — | — | — | $64K | 0.3% | |
| Delaware Small Cap Value | — | — | — | $40K | 0.2% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $32K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $4K | <0.1% |
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