John Sullivan signed Sophos, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sophos, Inc.'s EIN is 04-3328310.
Download the official 2024 Form 5500 (PDF) for Sophos, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sophos, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | CONSULTANT | $63K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $12K | — |
| BAKER TILLY US,LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Growth Company Fund N/R | Mutual Funds | — | — | $20.8M | 13.2% | |
| Collective Trusts - Including Stable Value Fund Putnam Retirement Advantage 2045 Class X N/R | Stable Value | — | — | $15.8M | 10.0% | |
| PUTN RET ADV 2045 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $15.8M | 10.0% | |
| Putnam Retirement Advantage 2040 Class X N/R | Mutual Funds | — | — | $15.3M | 9.7% | |
| PUTN RET ADV 2040 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $15.3M | 9.7% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $13.9M | 8.8% | |
| Putnam Retirement Advantage 2035 Class X N/R | Mutual Funds | — | — | $12.1M | 7.6% | |
| PUTN RET ADV 2035 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $12.1M | 7.6% | |
| Putnam Retirement Advantage 2050 Class X N/R | Mutual Funds | — | — | $11.9M | 7.5% | |
| PUTN RET ADV 2050 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $11.9M | 7.5% | |
| Putnam Retirement Advantage 2055 Class X N/R | Mutual Funds | — | — | $10.9M | 6.9% | |
| PUTN RET ADV 2055 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $10.9M | 6.9% | |
| Fidelity Contrafund N/R | Mutual Funds | — | — | $7.9M | 5.0% | |
| Fidelity Total Market Index Fund N/R | Common Collective Trusts | — | — | $6.2M | 3.9% | |
| Putnam Retirement Advantage 2030 Class X N/R | Mutual Funds | — | — | $5.7M | 3.6% | |
| PUTN RET ADV 2030 X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $5.7M | 3.6% | |
| PUTN RET ADV 2060 X PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $4.6M | 2.9% | |
| Putnam Retirement Advantage 2060 Class X N/R | Mutual Funds | — | — | $4.6M | 2.9% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.8% | |
| MFS GROWTH EQUITY 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $4.0M | 2.5% | |
| Columbia Dividend Income Fund Institutional 3 Clas N/R | Other securities | — | — | $3.5M | 2.2% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.4M | 2.1% | |
| Putnam Retirement Advantage 2025 Class X N/R | Mutual Funds | — | — | $2.9M | 1.8% | |
| PUTN RET ADV 2025 X PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 26-1384346 / PN 263 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| MFS International Diversification Fund Class R6 N/R | Mutual Funds | — | — | $2.7M | 1.7% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $2.1M | 1.3% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 1.0% | |
| Fidelity Small Cap Value Fund N/R | Mutual Funds | — | — | $1.1M | 0.7% | |
| Participant Loans Notes receivable from Participants, with interest rates ranging $0 | Participant loans | — | — | $1.1M | 0.7% | |
| Fidelity Overseas Fund N/R | Mutual Funds | — | — | $991K | 0.6% | |
| MassMutual Premier High Yield Fund Class I N/R | Other securities | — | — | $990K | 0.6% | |
| Principal Real Estate Securities Fund Class R-6 N/R | Other securities | — | — | $981K | 0.6% | |
| Fidelity Puritan Fund N/R | Mutual Funds | — | — | $861K | 0.5% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $848K | 0.5% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $536K | 0.3% | |
| ClearBridge Small Cap Growth Fund Class I N/R | Other securities | — | — | $288K | 0.2% | |
| Putnam Retirement Advantage Maturity Class X N/R | Mutual Funds | — | — | $277K | 0.2% | |
| PUTN RET ADV MAT X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $277K | 0.2% | |
| Calvert US Large Cap Core Responsible Index Fund C N/R | Common Collective Trusts | — | — | $245K | 0.2% | |
| Gabelli U.S. Treasury Money Market Fund Class AAA N/R | Cash / Money Market | — | — | $35K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
