# Nutanix, INC. DC Plan
Source: https://planprovider.pro/companies/nutanix-inc-plan-001

> Nutanix, INC.'s DC plan: 2,979 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nutanix, INC.

- **Sponsor EIN:** 270989767

- **Sponsor Address:** 1740 TECHNOLOGY DRIVE, SAN JOSE, CA, 95110

- **Plan Type:** DC

- **Total Participants:** 2,979

- **Total Assets:** $412.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,979|$412.4M|$5.7M|$55.6M|

| 2023|3,160|$310.5M|$0|$43.6M|

| 2022|2,830|$230.1M|$26,759|$40.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$26,145|—|$26,145|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,145

- **Estimated Expense Ratio:** 0.006% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$20,767|—|$900|—|—|

| 2023|$39,428|—|$600|—|—|

| 2022|$67,282|—|—|—|—|

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