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Original filing (PDF)20251006144359NAL0003608273001
SOLARWINDS INC
Form 5500
FILING_RECEIVED
SOLARWINDS WORLDWIDE LLC 401(K) PLAN
401(k) retirement plan
Active participants
730
Accounts w/ balance
1,339
Plan assets (EOY)
$141.1M
Net assets (EOY)
$141.1M
How this plan invests
This plan
34 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLARWINDS INC.
Plan sponsor
Name
SOLARWINDS INC
EIN
26-3798676
Address
7171 SOUTHWEST PKWY, BUILDING 400 · AUSTIN, TX · 78735
Phone
(918) 307-8100
Industry
Software Publishers· 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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
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 | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $34K | — |
Investments
34 direct securities· $141.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Mutual fund - | — | — | — | $17.9M | 12.7% | |
| FID 500 INDEX Mutual fund - | — | — | — | $14.8M | 10.5% | |
| FID FDM IDX 2040 IPR Mutual fund - | — | — | — | $14.6M | 10.4% | |
| FID FDM IDX 2055 IPR Mutual fund - | — | — | — | $12.8M | 9.1% | |
| FID FDM IDX 2035 IPR Mutual fund - | — | — | — | $11.4M | 8.1% | |
| FID FDM IDX 2050 IPR Mutual fund - | — | — | — | $11.3M | 8.0% | |
| FID SEL TECHONOLOGY Mutual fund - | — | — | — | $10.0M | 7.1% | |
| FID CONTRAFUND Mutual fund - | — | — | — | $7.0M | 5.0% | |
| FID FDM IDX 2030 IPR Mutual fund - | — | — | — | $6.3M | 4.5% | |
| J H BALANCED I Mutual fund - | — | — | — | $4.2M | 3.0% | |
| FID MID CAP IDX Mutual fund - | — | — | — | $3.8M | 2.7% | |
| FID GOVT MMKT Money market fund - | — | — | — | $3.4M | 2.4% | |
| FID FDM IDX 2025 IPR Mutual fund - | — | — | — | $2.6M | 1.8% | |
| FID FDM IDX 2060 IPR Mutual fund - | — | — | — | $2.4M | 1.7% | |
| INVS DISCOVEREY R6 Mutual fund - | — | — | — | $2.1M | 1.5% | |
| VANG EQUIOTY INC ADM Mutual fund - | — | — | — | $1.9M | 1.3% | |
| FID INTL CAP APPREC Mutual fund - | — | — | — | $1.6M | 1.1% | |
| AS CORE BOND R6 Mutual fund - | — | — | — | $1.6M | 1.1% | |
| FID WORLDWIDE Mutual fund - | — | — | — | $1.3M | 0.9% | |
| J H ENTERPRISE N Mutual fund - | — | — | — | $1.1M | 0.8% | |
| FID INTL INDEX Mutual fund - | — | — | — | $1.1M | 0.8% | |
| FID SMALL CAP VALUE Mutual fund - | — | — | — | $1.0M | 0.7% | |
| AM CENT MD CP VAL I Mutual fund - | — | — | — | $998K | 0.7% | |
| Varying maturity dates, * Notes receivable from participants interest rates at 4.5% - | — | — | — | $936K | 0.7% | |
| similar party maturity value Cost** value PIMCO INCOME INST Mutual fund - | — | — | — | $911K | 0.6% | |
| FID FDM IDX 2065 IPR Mutual fund - | — | — | — | $880K | 0.6% | |
| FID FDM IDX 2020 IPR Mutual fund - | — | — | — | $816K | 0.6% | |
| JPM US SMALL CO L Mutual fund - | — | — | — | $719K | 0.5% | |
| AF NEW WORLD R6 Mutual fund - | — | — | — | $496K | 0.4% | |
| FID REAL ESTATE INVS Mutual fund - | — | — | — | $421K | 0.3% | |
| FID SEL MATERIALS Mutual fund - | — | — | — | $339K | 0.2% | |
| LD ABT SH DRTN INC I Mutual fund - | — | — | — | $261K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual fund - | — | — | — | $186K | 0.1% | |
| FID FDM IDX INC IPR Mutual fund - | — | — | — | $82K | <0.1% |