AUMdb

Sophos, Inc 401(k) Savings Plan

Sponsored by Sophos, Inc · EIN 043328310 · Plan #002

Total assets
$158M
Net assets
$158M
Active participants
733
With balances
1,121

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners, Llc Consulting (general) $62,818
Baker Tilly Us, Llp Accounting $11,550
Baker Tilly Us,Llp Accounting $11,550
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$8,215