Plan Snapshot
- Plan Sponsor: Sonicwall, INC.
- Sponsor EIN: 611804948
- Sponsor Address: 1033 MCCARTHY BLVD, MILPITAS, CA, 95035
- Plan Type: 401(k)
- Total Participants: 529
- Total Assets: $140.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 529 | $140.0M | $4.3M | $8.0M |
| 2023 | 489 | $120.9M | $3.7M | $7.5M |
| 2022 | 487 | $101.4M | $3.8M | $7.0M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $87,682 | $24,986 | $300 | — | — |
| 2023 | $78,757 | $19,760 | — | — | — |
| 2022 | $83,044 | $12,971 | — | — | — |