Back to filter
Original filing (PDF)20251014191935NAL0007235202005
BARRACUDA NETWORKS, INCORPORATED
Form 5500
FILING_RECEIVED
BARRACUDA NETWORKS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
888
Accounts w/ balance
1,522
Plan assets (EOY)
$134.4M
Net assets (EOY)
$134.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARRACUDA NETWORKS, INCORPORATED.
Plan sponsor
Name
BARRACUDA NETWORKS, INCORPORATED
EIN
83-0380411
Address
3175 SOUTH WINCHESTER BOULEVARD · CAMPBELL, CA · 95008
Phone
(408) 342-5400
Industry
Information / Tech / Mediasee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $167K | — |
| SILICON VALLEY RETIREMENT SERV LLC | 27-2233898 | — | NONE | $16K | — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $288 | — |
Investments
32 direct securities · 10 pooled funds· $144.8M(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
$144.8M
32 holdings
Common Collective Trust
$0
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retiremnt 2050 Mutual Fund | — | — | — | $25.2M | 18.8% | |
| Vanguard Target Retiremnt 2040 Mutual Fund | — | — | — | $15.8M | 11.8% | |
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $13.8M | 10.2% | |
| Vanguard Tot Stk Mkt Idx Admrl Mutual Fund | — | — | — | $11.9M | 8.8% | |
| Vanguard Target Retiremnt 2060 Mutual Fund | — | — | — | $11.9M | 8.8% | |
| Personal Choice Retirement Accounts Various | — | — | — | $9.4M | 7.0% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $9.4M | 7.0% | |
| Vanguard Target Retiremnt 2030 Mutual Fund | — | — | — | $8.1M | 6.0% | |
| Harbor Capital Appreciation Mutual Fund | — | — | — | $6.8M | 5.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $5.1M | 3.8% | |
| Vanguard Small Cap Index Admrl Mutual Fund | — | — | — | $3.7M | 2.7% | |
| Parnassus Core Equity Instl Mutual Fund | — | — | — | $2.8M | 2.1% | |
| Schwab Bank Savings Money Market Account | — | — | — | $2.4M | 1.8% | |
| DFA Us Smcap Grth Instl Mutual Fund | — | — | — | $2.1M | 1.6% | |
| Schwab International Index Fd Mutual Fund | — | — | — | $2.0M | 1.5% | |
| Vanguard Target Retiremnt 2025 Mutual Fund | — | — | — | $1.9M | 1.4% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $1.8M | 1.3% | |
| Vanguard Short Term Bd Idx Adm Mutual Fund | — | — | — | $1.3M | 1.0% | |
| DFA Intl Value Portfolio Mutual Fund | — | — | — | $1.3M | 0.9% | |
| Vanguard Intl Growth Admiral Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Pimco Real Return Fund - Instl Mutual Fund | — | — | — | $1.2M | 0.9% | |
| Vanguard Target Retiremnt 2055 Mutual Fund | — | — | — | $1.2M | 0.9% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | — | — | — | $978K | 0.7% | |
| with various maturities through November 2029 | — | — | — | $978K | 0.7% | |
| Vanguard Target Retiremnt 2065 Mutual Fund | — | — | — | $741K | 0.6% | |
| Vanguard Target Retiremnt 2045 Mutual Fund | — | — | — | $739K | 0.6% | |
| DFA Intl Large Cap Gr Instl Mutual Fund | — | — | — | $464K | 0.3% | |
| Vanguard Target Retiremnt 2035 Mutual Fund | — | — | — | $364K | 0.3% | |
| Vanguard Target Retmt Income Mutual Fund | — | — | — | $353K | 0.3% | |
| Vanguard Target Retiremnt 2070 Mutual Fund | — | — | — | $18K | <0.1% | |
| CASH | — | — | — | $5K | <0.1% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $4K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES,INC
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Information / Tech / Media plans
TFCF AMERICA, INC.
21ST CENTURY FOX AMERICA CONSOLIDATED SAVINGS PLAN
$134.0M · 701 participants
CARGURUS, INC.
CARGURUS, INC. 401(K) PROFIT SHARING PLAN
$138.4M · 1,053 participants
TECHTARGET, INC.
TECHTARGET, INC. 401(K) RETIREMENT SAVINGS PLAN
$142.1M · 722 participants
EDMUNDS.COM, INC.
EDMUNDS.COM, INC. 401(K) PLAN
$143.7M · 482 participants
BUSINESS WIRE, INC.
BUSINESS WIRE 401K SAVINGS TRUST
$124.9M · 322 participants
23ANDME, INC.
23ANDME, INC. 401(K) PLAN
$124.2M · 478 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B