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Original filing (PDF)20251014205513NAL0007391090001
CHECK POINT SOFTWARE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,522
Accounts w/ balance
2,228
Plan assets (EOY)
$285.4M
Net assets (EOY)
$285.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHECK POINT SOFTWARE TECHNOLOGIES, INC..
Plan sponsor
Name
CHECK POINT SOFTWARE TECHNOLOGIES, INC.
EIN
94-3229135
Address
100 ORACLE PARKWAY · SUITE 800 · REDWOOD CITY, CA · 94065
Phone
(650) 628-2083
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $49K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP. | 77-0573994 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
35 direct securities · 1 pooled fund· $285.4M(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
$281.8M
35 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $42.3M | 14.8% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $26.5M | 9.3% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $25.1M | 8.8% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $20.5M | 7.2% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $17.1M | 6.0% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund | — | — | — | $14.2M | 5.0% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $13.0M | 4.6% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $12.8M | 4.5% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $12.6M | 4.4% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $11.7M | 4.1% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $6.8M | 2.4% | |
| JPMorgan Equity Income Fund Mutual Fund | — | — | — | $6.6M | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $6.6M | 2.3% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $6.6M | 2.3% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $6.1M | 2.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $5.2M | 1.8% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $4.7M | 1.6% | |
| JPMorgan Small Cap Equity Fund Mutual Fund | — | — | — | $4.3M | 1.5% | |
| Fidelity Advisor Stock Selector Mid Cap Fd Mutual Fund | — | — | — | $4.0M | 1.4% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $4.0M | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $3.7M | 1.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $3.7M | 1.3% | |
| MFS Global Equity Fund Mutual Fund | — | — | — | $3.2M | 1.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $3.1M | 1.1% | |
| MFS Total Return Bond Fund Mutual Fund | — | — | — | $2.8M | 1.0% | |
| Fidelity Advisor Balanced Fund Mutual Fund | — | — | — | $2.7M | 0.9% | |
| participants 9.50% | — | — | — | $2.6M | 0.9% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $2.3M | 0.8% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $2.2M | 0.8% | |
| Loomis Sayles Small Cap Growth Fund Mutual Fund | — | — | — | $2.2M | 0.8% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $1.7M | 0.6% | |
| John Hancock Funds Disciplined Value * Mid Cap Fund Mutual Fund | — | — | — | $1.7M | 0.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $1.6M | 0.6% | |
| Fidelity Freedom Index 2015 Fund Mutual Fund | — | — | — | $762K | 0.3% | |
| Fidelity Freedom Index 2070 Fund Mutual Fund 645 * Fidelity Freedom Index Income Fund Mutual Fund | — | — | — | $303K | 0.1% | |
| Fidelity Freedom Index 2010 Fund Mutual Fund | — | — | — | $53K | <0.1% |