Kristen Forget signed GEN Digital Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GEN Digital Inc.'s EIN is 77-0181864.
Download the official 2024 Form 5500 (PDF) for GEN Digital Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GEN Digital Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $227K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY CAPITAL MANAGEMENT, | 11-3658445 | — | CONSULTANT | $83K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares Mutual Fund | Common Collective Trusts | — | — | $221.0M | 20.5% | |
| T. Rowe Price Structured Research Tr-C Common/Collective Trust | Common Collective Trusts | — | — | $129.2M | 12.0% | |
| TRP STRUC RSRCH TR C T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $129.2M | 12.0% | |
| TRP RET HYB 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 013 | Common Collective Trust | — | — | $75.4M | 7.0% | |
| T. Rowe Price Retirement Hybrid 2040 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $75.4M | 7.0% | |
| T. Rowe Price Retirement Hybrid 2035 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $70.9M | 6.6% | |
| TRP RET HYB 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 012 | Common Collective Trust | — | — | $70.9M | 6.6% | |
| T. Rowe Price Retirement Hybrid 2045 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $64.3M | 6.0% | |
| TRP RET HYB 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 014 | Common Collective Trust | — | — | $64.3M | 6.0% | |
| Midcap Core Stock Fund Mutual Fund | Other securities | — | — | $53.4M | 4.9% | |
| FRONTEGRA SM CP CORE FIRST STATE TRUST COMPANY · EIN 13-3124172 / PN 025 | Common Collective Trust | — | — | $51.2M | 4.7% | |
| T. Rowe Price Retirement Hybrid 2030 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $47.8M | 4.4% | |
| TRP RET HYB 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 011 | Common Collective Trust | — | — | $47.8M | 4.4% | |
| Fidelity Brokerage Accounts Brokerage Accounts | Self-Directed Brokerage | — | — | $47.7M | 4.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $44.3M | 4.1% | |
| T. Rowe Price Retirement Hybrid 2050 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $42.5M | 3.9% | |
| TRP RET HYB 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 015 | Common Collective Trust | — | — | $42.5M | 3.9% | |
| International Core Stock Fund Mutual Fund | Other securities | — | — | $40.4M | 3.7% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $35.7M | 3.3% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $27.1M | 2.5% | |
| T. Rowe Price Retirement Hybrid 2025 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $23.9M | 2.2% | |
| TRP RET HYB 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 010 | Common Collective Trust | — | — | $23.9M | 2.2% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $22.8M | 2.1% | |
| T. Rowe Price Retirement Hybrid 2055 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $22.4M | 2.1% | |
| TRP RET HYB 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 016 | Common Collective Trust | — | — | $22.4M | 2.1% | |
| Vanguard Total International Stock Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $12.8M | 1.2% | |
| T. Rowe Price Retirement Hybrid 2020 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $10.9M | 1.0% | |
| TRP RET HYB 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 009 | Common Collective Trust | — | — | $10.9M | 1.0% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $8.9M | 0.8% | |
| T. Rowe Price Retirement Hybrid Balance Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $7.5M | 0.7% | |
| TRP RET HYB BAL T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $7.5M | 0.7% | |
| T. Rowe Price Retirement Hybrid 2060 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $7.5M | 0.7% | |
| TRP RET HYB 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 018 | Common Collective Trust | — | — | $7.5M | 0.7% | |
| TRP RET HYB 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 008 | Common Collective Trust | — | — | $3.8M | 0.4% | |
| T. Rowe Price Retirement Hybrid 2015 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $3.8M | 0.4% | |
| T. Rowe Price Retirement Hybrid 2065 Trust T2 Common/Collective Trust | Common Collective Trusts | — | — | $2.3M | 0.2% | |
| TRP RET HYB 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| maturing through December 2039 | Other securities | — | — | $2.1M | 0.2% | |
| T. Rowe Price Retirement Hybrid 2010 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $1.8M | 0.2% | |
| TRP RET HYB 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 007 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| T. Rowe Price Retirement Hybrid 2005 Trust T1 Common/Collective Trust | Common Collective Trusts | — | — | $1.2M | 0.1% | |
| TRP RET HYB 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 006 | Common Collective Trust | — | — | $1.2M | 0.1% |
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 |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENABLE LLP | 52-0517250 | — | LEGAL | $76K | — |
