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Original filing (PDF)20251008155201NAL0005785265001
GEN DIGITAL INC.
Form 5500
FILING_RECEIVED
GEN DIGITAL INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
982
Accounts w/ balance
5,462
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
17 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEN DIGITAL INC..
Plan sponsor
Name
GEN DIGITAL INC.
EIN
77-0181864
Address
60 E. RIO SALADO PARKWAY · SUITE 1000 · TEMPE, AZ · 85281
Phone
(800) 457-1664
Industry
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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 | $227K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY CAPITAL MANAGEMENT, | 11-3658445 | — | CONSULTANT | $83K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $47K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENABLE LLP | 52-0517250 | — | LEGAL | $76K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 17 pooled funds· $1.6B(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
$983.0M
25 holdings
Common Collective Trust
$606.8M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $221.0M | 20.5% | |
| T. Rowe Price Structured Research Tr-C Common/Collective Trust | — | — | — | $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 | — | — | — | $75.4M | 7.0% | |
| T. Rowe Price Retirement Hybrid 2035 Trust T1 Common/Collective Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $40.4M | 3.7% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $35.7M | 3.3% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund | — | — | — | $27.1M | 2.5% | |
| T. Rowe Price Retirement Hybrid 2025 Trust T1 Common/Collective Trust | — | — | — | $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 | — | — | — | $22.8M | 2.1% | |
| T. Rowe Price Retirement Hybrid 2055 Trust T1 Common/Collective Trust | — | — | — | $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 | — | — | — | $12.8M | 1.2% | |
| T. Rowe Price Retirement Hybrid 2020 Trust T1 Common/Collective Trust | — | — | — | $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 | — | — | — | $8.9M | 0.8% | |
| T. Rowe Price Retirement Hybrid Balance Trust T1 Common/Collective Trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $3.8M | 0.4% | |
| T. Rowe Price Retirement Hybrid 2065 Trust T2 Common/Collective Trust | — | — | — | $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 | — | — | — | $2.1M | 0.2% | |
| T. Rowe Price Retirement Hybrid 2010 Trust T1 Common/Collective Trust | — | — | — | $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 | — | — | — | $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% |
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