Crystal MA signed Sonicwall, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sonicwall, Inc.'s EIN is 61-1804948.
Download the official 2024 Form 5500 (PDF) for Sonicwall, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sonicwall, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $24.9M | 17.8% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $16.0M | 11.4% | |
| JPM LG CAP GROWTH R6 Mutual Fund | Other securities | — | — | $14.1M | 10.1% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $12.5M | 8.9% | |
| VANG VMMR-FED MMKT Mutual Fund | Other securities | — | — | $6.4M | 4.5% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $5.4M | 3.9% | |
| FID SMALL CAP GR K6 Mutual Fund | Mutual Funds | — | — | $4.8M | 3.4% | |
| AF AMER MUTUAL R6 Mutual Fund | Other securities | — | — | $4.7M | 3.4% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $4.6M | 3.3% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $4.4M | 3.1% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $4.0M | 2.8% | |
| FID LG CAP GR IDX Mutual Fund | Common Collective Trusts | — | — | $3.8M | 2.7% | |
| AF BALANCED R6 Mutual Fund | Other securities | — | — | $3.6M | 2.5% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $3.3M | 2.4% | |
| BROKERAGE SECURITIES Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.1M | 2.2% | |
| VANG INTM BD IDX ADM Mutual Fund | Common Collective Trusts | — | — | $2.7M | 1.9% | |
| GS INTL EQ INS R6 Mutual Fund | Other securities | — | — | $2.5M | 1.8% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $2.5M | 1.8% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $2.1M | 1.5% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | Other securities | — | — | $2.1M | 1.5% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $1.9M | 1.4% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $1.9M | 1.4% | |
| COL SM CAP INDEX I2 Mutual Fund | Other securities | — | — | $1.9M | 1.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 1.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $1.4M | 1.0% | |
| AS SPL SM CAP VAL IS Mutual Fund | Other securities | — | — | $1.1M | 0.8% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $798K | 0.6% | |
| PGIM ST CORP BOND R6 Mutual Fund | Common Stocks | — | — | $757K | 0.5% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $582K | 0.4% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $489K | 0.3% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $208K | 0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
