Plan Snapshot
- Plan Sponsor: F5, INC.
- Sponsor EIN: 911714307
- Sponsor Address: 801 5TH AVE, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,418
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,418 | $1.2B | $0 | $0 |
| 2024 | 2,992 | $1.1B | $10.4M | $59.8M |
| 2023 | 3,243 | $907.2M | $12.6M | $62.7M |
| 2022 | 3,539 | $745.3M | $13.2M | $62.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $226,700 | — | $226,700 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $112,403 | — | $112,403 |
| RBC WEALTH MANAGEMEN | Investment Advisor | $76,000 | — | $76,000 |
| CLARK NUBER | Auditor | $29,096 | — | $29,096 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,199
- Estimated Expense Ratio: 0.036% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $106,162,646 | $226,700 | $1,500 | $105,096 | — |
| 2024 | $397,230 | $263,932 | $7,500 | $30,060 | — |
| 2023 | $396,859 | $142,499 | $2,700 | $28,138 | — |
| 2022 | $417,495 | $108,719 | — | — | — |