Andrew DEE signed Fortinet, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortinet, Inc.'s EIN is 77-0560389.
Download the official 2023 Form 5500 (PDF) for Fortinet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fortinet, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | $107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $68.0M | 14.2% | |
| Vanguard Institutional Target Retirement Fund 2035 Mutual Fund | Mutual Funds | — | — | $42.4M | 8.8% | |
| Vanguard Institutional Target Retirement Fund 2040 Mutual Fund | Mutual Funds | — | — | $36.0M | 7.5% | |
| Columbia Seligman Technology and Information Fund Mutual Fund | Other securities | — | — | $31.9M | 6.7% | |
| Vanguard Institutional Target Retirement Fund 2045 Mutual Fund | Mutual Funds | — | — | $31.2M | 6.5% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | Other securities | — | — | $29.9M | 6.2% | |
| Vanguard Institutional Target Retirement Fund 2030 Mutual Fund | Mutual Funds | — | — | $25.3M | 5.3% | |
| Vanguard Institutional Target Retirement Fund 2050 Mutual Fund | Mutual Funds | — | — | $24.9M | 5.2% | |
| Vanguard Institutional Target Retirement Fund 2055 Mutual Fund | Mutual Funds | — | — | $18.3M | 3.8% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $16.2M | 3.4% | |
| American Funds American Mutual Fund Mutual Fund | Mutual Funds | — | — | $15.6M | 3.3% | |
| Vanguard Institutional Target Retirement Fund 2025 Mutual Fund | Mutual Funds | — | — | $14.9M | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $13.5M | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.8M | 2.0% | |
| T. Rowe Price Diversified Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $9.4M | 2.0% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $9.0M | 1.9% | |
| Self-Directed Brokerage Accounts Common Stocks | Self-Directed Brokerage | — | — | $8.0M | 1.7% | |
| Vanguard Selected Value Fund Mutual Fund | Mutual Funds | — | — | $7.7M | 1.6% | |
| Franklin Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $7.5M | 1.6% | |
| Vanguard Institutional Target Retirement Fund 2060 Mutual Fund | Mutual Funds | — | — | $6.5M | 1.4% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | Self-Directed Brokerage | — | — | $6.1M | 1.3% | |
| Vanguard Institutional Target Retirement Fund 2020 Mutual Fund | Mutual Funds | — | — | $5.8M | 1.2% | |
| Self-Directed Brokerage Accounts Money Market Mutual Fund | Self-Directed Brokerage | — | — | $5.7M | 1.2% | |
| PIMCO High Yield Fund Mutual Fund | Mutual Funds | — | — | $5.4M | 1.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.8M | 1.0% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.6M | 1.0% | |
| maturing through December 2037 | Other securities | — | — | $4.0M | 0.8% | |
| Vanguard Institutional Target Retirement Fund 2065 Mutual Fund | Mutual Funds | — | — | $3.6M | 0.8% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $3.2M | 0.7% | |
| Vanguard Institutional Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $2.9M | 0.6% | |
| DFA Inflation Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 0.4% | |
| DFA Emerging Markets Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 0.4% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $1.1M | 0.2% | |
| Goldman Sachs International Small Cap Fund Mutual Fund | Other securities | — | — | $870K | 0.2% | |
| Self-Directed Brokerage Accounts Certificates of Deposit | Self-Directed Brokerage | — | — | $642K | 0.1% | |
| Self-Directed Brokerage Accounts Government Bond | Self-Directed Brokerage | — | — | $445K | <0.1% | |
| Self-Directed Brokerage Accounts Preferred Stocks | Self-Directed Brokerage | — | — | $30K | <0.1% | |
| Self-Directed Brokerage Accounts Other | Self-Directed Brokerage | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
