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Original filing (PDF)20250724152703NAL0005741409001
BITDEFENDER INC
Form 5500
FILING_RECEIVED
BITDEFENDER 401(K) PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
237
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BITDEFENDER INC.
Plan sponsor
Name
BITDEFENDER INC
EIN
33-1088334
Address
6301 NW 5TH WAY, SUITE 4300 · FORT LAUDERDALE, FL · 33309
Phone
(954) 776-6262
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
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
CARON AND BLETZER 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 | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $34K | — |
Investments
29 direct securities· $17.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund " | — | — | — | $2.5M | 14.0% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $2.3M | 13.2% | |
| Fidelity 500 Index Fund " | — | — | — | $2.3M | 12.8% | |
| Fidelity Freedom Index 2050 Fund " | — | — | — | $1.9M | 10.8% | |
| Fidelity Freedom Index 2045 Fund " | — | — | — | $1.9M | 10.5% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $1.8M | 9.9% | |
| Fidelity Blue Chip Growth K6 Fund " | — | — | — | $838K | 4.7% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $628K | 3.5% | |
| Fidelity Global ex U.S. Index Fund " | — | — | — | $478K | 2.7% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $393K | 2.2% | |
| Fidelity Government Money Market K6 Fund " | — | — | — | $361K | 2.0% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $336K | 1.9% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $309K | 1.7% | |
| T. Rowe Price Dividend Growth Fund " | — | — | — | $224K | 1.3% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $165K | 0.9% | |
| American Funds American Mutual Class R-6 Fund " | — | — | — | $125K | 0.7% | |
| Allspring Special Mid Cap Value Class R6 Fund " | — | — | — | $120K | 0.7% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $115K | 0.6% | |
| Fidelity Total Bond K6 Fund " | — | — | — | $103K | 0.6% | |
| Fidelity Small Cap Index Fund " | — | — | — | $96K | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund " | — | — | — | $95K | 0.5% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $88K | 0.5% | |
| GQC Partners Emerging Markets Equity R6 " | — | — | — | $70K | 0.4% | |
| JPMorgan Government Bond Class R6 Fund " | — | — | — | $68K | 0.4% | |
| Fidelity International Capital Appreciation K6 Fund " | — | — | — | $59K | 0.3% | |
| American Century Small Cap Value R6 Fund " | — | — | — | $55K | 0.3% | |
| Cohen & Steers Realty Shares Class Z Fund " | — | — | — | $23K | 0.1% | |
| Fidelity Small Cap Growth K6 Fund " | — | — | — | $19K | 0.1% | |
| Janus Henderson Enterprise T Mutual fund | — | — | — | $11K | <0.1% |
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