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Original filing (PDF)20250911134325NAL0000553297001
N-ABLE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
N-ABLE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
452
Accounts w/ balance
435
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for N-ABLE TECHNOLOGIES, INC..
Plan sponsor
Name
N-ABLE TECHNOLOGIES, INC.
EIN
95-4547068
Address
30 CORPORATE DRIVE · #400 · BURLINGTON, MA · 018034252
Phone
(855) 679-0817
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
3F · Sponsor used leased employees
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $12K | — |
Investments
31 direct securities· $35.0M(99% of reported assets)
Uncategorized
$34.7M
30 holdings
Mutual Funds
$251K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2050 IPR Fund | — | — | — | $5.1M | 14.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 IPR Fund | — | — | — | $5.1M | 14.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.8M | 10.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 IPR Fund | — | — | — | $2.7M | 7.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 IPR Fund | — | — | — | $2.5M | 7.2% | |
| Fidelity Investments Fidelity Freedom Index 2035 IPR Fund | — | — | — | $2.4M | 6.8% | |
| Fidelity Investments Fidelity Contrafund Fund | — | — | — | $2.1M | 5.9% | |
| Fidelity Investments Fidelity Select Technology Portfolio Fund | — | — | — | $1.7M | 4.7% | |
| Fidelity Investments Fidelity Freedom Index 2030 IPR Fund | — | — | — | $1.6M | 4.7% | |
| Money Market Mutual Fund * Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $1.4M | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 IPR Fund | — | — | — | $940K | 2.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 IPR Fund | — | — | — | $901K | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $630K | 1.8% | |
| Vanguard Equity Income Adm Fund | — | — | — | $618K | 1.8% | |
| Invesco Funds Invesco Discovery Fund | — | — | — | $503K | 1.4% | |
| Janus Henderson Janus Henderson Balanced Fund | — | — | — | $490K | 1.4% | |
| PIMCO Income Inst Fund | — | — | — | $412K | 1.2% | |
| Fidelity Investments Fidelity Worldwide Fund | — | — | — | $344K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Value Fund | — | — | — | $304K | 0.9% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth Fund R6 | — | — | — | $302K | 0.9% | |
| Allspring Core Bond R6 Fund | Mutual Funds | — | — | $251K | 0.7% | |
| MFS Massachusetts MFS Mid Cap Value R6 | — | — | — | $143K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2065 IPR Fund | — | — | — | $136K | 0.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $130K | 0.4% | |
| Fidelity Investments Fidelity Select Materials Portfolio Fund | — | — | — | $114K | 0.3% | |
| American Funds American Funds New World Cl R6 Fund | — | — | — | $105K | 0.3% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio Fund | — | — | — | $100K | 0.3% | |
| Fidelity Investments Fidelity International Cap Apprec Fund | — | — | — | $64K | 0.2% | |
| JPMorgan U.S. Small Company Fund | — | — | — | $44K | 0.1% | |
| Lord Abbett Lord Abbett Short Duration Income Fund R5 | — | — | — | $23K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Income IPR Fund | — | — | — | $12K | <0.1% |