# Gen Digital INC. 401(k) Plan
Source: https://planprovider.pro/companies/nortonlifelock-inc-401k-plan

> Gen Digital INC.'s 401(k) plan: 982 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gen Digital INC.

- **Sponsor EIN:** 770181864

- **Sponsor Address:** 60 E. RIO SALADO PARKWAY, TEMPE, AZ, 85281

- **Plan Type:** 401(k)

- **Total Participants:** 982

- **Total Assets:** $1.1B

## 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.|

| 2024|982|$1.1B|$4.0M|$15.1M|

| 2023|1,270|$995.8M|$3.2M|$16.0M|

| 2022|1,209|$905.6M|$4.2M|$16.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$227,084|—|$227,084|

| MORGAN STANLEY CAPITAL MANAGEMENT,|CONSULTANT|$83,059|—|$83,059|

| VENABLE LLP|LEGAL|$76,494|—|$76,494|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$47,250|—|$47,250|

| BAKER TILLY US LLP|Auditor|$47,250|—|$47,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY CAPITAL MANAGEMENT,](https://planprovider.pro/provider/morgan-stanley) — CONSULTANT

- [VENABLE LLP](https://planprovider.pro/provider/venable-llp) — LEGAL

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $481,137

- **Estimated Expense Ratio:** 0.045% 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|

| 2024|$436,207|—|$4,200|$47,250|—|

| 2023|$364,439|$2,759|$1,200|$34,830|—|

| 2022|$399,960|-$16,096|—|—|—|

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