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Original filing (PDF)20251015091356NAL0008481538001
SOPHOS, INC
Form 5500
FILING_RECEIVED
SOPHOS, INC 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
733
Accounts w/ balance
1,121
Plan assets (EOY)
$157.7M
Net assets (EOY)
$157.7M
How this plan invests
This plan
15 pooled trusts
Schedule D
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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOPHOS, INC.
Plan sponsor
Name
SOPHOS, INC
EIN
04-3328310
Address
3 VANDEGRAFF DRIVE · 2ND FLOOR · BURLINGTON, MA · 01803
Phone
(781) 494-5800
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
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 | -$8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | CONSULTANT | $63K | — |
Accountant / Auditor
2| 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 | — |
Investments
26 direct securities · 15 pooled funds· $237.0M(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.
Uncategorized
$123.7M
25 holdings
Common Collective Trust
$92.5M
15 holdings
Mutual Funds
$20.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $13.9M | 8.8% | |
| Putnam Retirement Advantage 2035 Class X N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $7.9M | 5.0% | |
| Fidelity Total Market Index Fund N/R | — | — | — | $6.2M | 3.9% | |
| Putnam Retirement Advantage 2030 Class X N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $2.7M | 1.7% | |
| Fidelity Extended Market Index Fund N/R | — | — | — | $2.1M | 1.3% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $1.6M | 1.0% | |
| Fidelity Small Cap Value Fund N/R | — | — | — | $1.1M | 0.7% | |
| Participant Loans Notes receivable from Participants, with interest rates ranging $0 | — | — | — | $1.1M | 0.7% | |
| Fidelity Overseas Fund N/R | — | — | — | $991K | 0.6% | |
| MassMutual Premier High Yield Fund Class I N/R | — | — | — | $990K | 0.6% | |
| Principal Real Estate Securities Fund Class R-6 N/R | — | — | — | $981K | 0.6% | |
| Fidelity Puritan Fund N/R | — | — | — | $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 | — | — | — | $288K | 0.2% | |
| Putnam Retirement Advantage Maturity Class X N/R | — | — | — | $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 | — | — | — | $245K | 0.2% | |
| Gabelli U.S. Treasury Money Market Fund Class AAA N/R | — | — | — | $35K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
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