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Original filing (PDF)20251009112925NAL0006912817001
WATCHGUARD TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
320
Accounts w/ balance
519
Plan assets (EOY)
$64.4M
Net assets (EOY)
$64.4M
How this plan invests
This plan
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market ETF Registered Investment Company" is 27% of plan.
- 29 bps in Schedule C fees — 80% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATCHGUARD TECHNOLOGIES, INC..
Plan sponsor
Name
WATCHGUARD TECHNOLOGIES, INC.
EIN
91-1712427
Address
255 S. KING ST. · SUITE 1100 · SEATTLE, WA · 98104
Phone
(206) 613-6635
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $186K | — |
Investments
59 direct securities· $64.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Registered Investment Company | — | — | — | $17.5M | 27.3% | |
| Vanguard FTSE Developed Markets Registered Investment Company | — | — | — | $13.1M | 20.3% | |
| SPDR Portfolio S&P 500 ETF Registered Investment Company | — | — | — | $7.2M | 11.1% | |
| iShares Core Total US Bond Market ETF Registered Investment Company | — | — | — | $6.5M | 10.0% | |
| Vanguard FTSE Emerging Markets Registered Investment Company | — | — | — | $4.6M | 7.1% | |
| SPDR Portfolio S&P 400 Mid Cap Registered Investment Company | — | — | — | $3.0M | 4.7% | |
| SPDR Portfolio S&P 600 Small Cap ETF Registered Investment Company | — | — | — | $2.3M | 3.6% | |
| Vanguard Total International Bond ETF Registered Investment Company | — | — | — | $1.6M | 2.6% | |
| iShares Emerging Markets USD Bond ETF Registered Investment Company | — | — | — | $1.4M | 2.2% | |
| Vanguard U.S. Large-cap Growth Equity ETF Registered Investment Company | — | — | — | $1.3M | 2.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Registered Investment Company | — | — | — | $645K | 1.0% | |
| Vanguard US Total Bond Market ETF Registered Investment Company | — | — | — | $559K | 0.9% | |
| iShares 0-5 Year TIPS Bond ETF Registered Investment Company | — | — | — | $530K | 0.8% | |
| JPMorgan Ultra-Short Income Registered Investment Company | — | — | — | $484K | 0.8% | |
| Vanguard Value ETF Registered Investment Company | — | — | — | $339K | 0.5% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Registered Investment Company | — | — | — | $313K | 0.5% | |
| iShares MSCI ACWI Low Carbon Target ETF Registered Investment Company | — | — | — | $304K | 0.5% | |
| iShares ESG Aware MSCI USA ETF Registered Investment Company | — | — | — | $298K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Registered Investment Company | — | — | — | $221K | 0.3% | |
| Vanguard Small-Cap Value ETF Registered Investment Company | — | — | — | $220K | 0.3% | |
| SPDR S&P Kensho New Economies Composite ETF Registered Investment Company | — | — | — | $215K | 0.3% | |
| Vanguard Mid-Cap Value ETF Registered Investment Company | — | — | — | $205K | 0.3% | |
| maturing through October 2031 0 | — | — | — | $130K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF Registered Investment Company | — | — | — | $128K | 0.2% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF Registered Investment Company | — | — | — | $125K | 0.2% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF Registered Investment Company | — | — | — | $83K | 0.1% | |
| TCW Transform 500 ETF Registered Investment Company | — | — | — | $72K | 0.1% | |
| Goldman Sachs ActiveBeta International Equity Registered Investment Company | — | — | — | $71K | 0.1% | |
| iShares ESG Aware MSCI EAFE ETF Registered Investment Company | — | — | — | $67K | 0.1% | |
| iShares ESG Aware MSCI EM ETF Registered Investment Company | — | — | — | $57K | <0.1% | |
| iShares 1-3 Year Treasury Bond ETF Registered Investment Company | — | — | — | $57K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Registered Investment Company | — | — | — | $52K | <0.1% | |
| iShares Floating Rate Bond ETF Registered Investment Company | — | — | — | $46K | <0.1% | |
| iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF Registered Investment Company | — | — | — | $46K | <0.1% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Registered Investment Company | — | — | — | $44K | <0.1% | |
| iShares Investment Grade Systematic Bond ETF Registered Investment Company | — | — | — | $43K | <0.1% | |
| iShares Treasury Floating Rate Bond ETF Registered Investment Company | — | — | — | $35K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF Registered Investment Company | — | — | — | $34K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity Registered Investment Company | — | — | — | $29K | <0.1% | |
| iShares MBS Registered Investment Company | — | — | — | $25K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF Registered Investment Company | — | — | — | $23K | <0.1% | |
| iShares 10+ Year Investment Grade Corporate Bond ETF Registered Investment Company | — | — | — | $19K | <0.1% | |
| Vanguard Dividend Appreciation ETF Registered Investment Company | — | — | — | $18K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Registered Investment Company | — | — | — | $18K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Registered Investment Company | — | — | — | $17K | <0.1% | |
| Schwab U.S. Broad Market ETF Registered Investment Company | — | — | — | $15K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF Registered Investment Company | — | — | — | $12K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF Registered Investment Company | — | — | — | $12K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond Registered Investment Company | — | — | — | $8K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Registered Investment Company | — | — | — | $8K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF Registered Investment Company | — | — | — | $7K | <0.1% | |
| Vanguard LongTerm Government Bond Registered Investment Company | — | — | — | $7K | <0.1% | |
| iShares Fallen Angels USD Bond ETF Registered Investment Company | — | — | — | $7K | <0.1% | |
| iShares Broad USD High Yield Corporate Bond ETF Registered Investment Company | — | — | — | $6K | <0.1% | |
| Invesco QQQ Trust Registered Investment Company | — | — | — | $6K | <0.1% | |
| iShares Short-Term Treasury Bond ETF Registered Investment Company | — | — | — | $6K | <0.1% | |
| iShares 0-5 Year High Yield Corporate Bond ETF Registered Investment Company | — | — | — | $2K | <0.1% | |
| iShares Core S&P Total U.S. Stock Market ETF Registered Investment Company | — | — | — | $2K | <0.1% | |
| iShares High Yield Systematic Bond ETF Registered Investment Company | — | — | — | $1K | <0.1% |
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