Palo Alto Networks, Inc. 401(k) Plan
Sponsored by Palo Alto Networks, Inc. · EIN 202530195 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 8,804
- With balances
- 9,879
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $202,093 |
| Sageview Advisory Group Llc | Investment advisory (participants) | $26,802 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$82,588 |