# Palo Alto Networks, INC. DC Plan
Source: https://planprovider.pro/companies/palo-alto-networks-inc-plan

> Palo Alto Networks, INC.'s DC plan: 8,804 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palo Alto Networks, INC.

- **Sponsor EIN:** 202530195

- **Sponsor Address:** 3000 TANNERY WAY, SANTA CLARA, CA, 95054

- **Plan Type:** DC

- **Total Participants:** 8,804

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|8,804|$1.3B|$8.4M|$163.7M|

| 2023|8,164|$977.9M|$7.9M|$146.7M|

| 2022|8,249|$678.5M|$7.5M|$127.7M|

## 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.|ADVISOR|$202,093|—|$202,093|

| SAGEVIEW ADVISORY GROUP LLC|INVESTMENT ADVISOR|$26,802|—|$26,802|

| WEAVER & TIDWELL, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [WEAVER & TIDWELL, L.L.P.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $228,895

- **Estimated Expense Ratio:** 0.017% 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|$137,182|$228,895|$1,200|—|—|

| 2023|$149,803|$125,151|$2,100|—|—|

| 2022|-$30,643|$53,883|—|—|—|

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