# Sophos, INC 401(k) Plan
Source: https://planprovider.pro/companies/sophos-inc-401k-plan

> Sophos, INC's 401(k) plan: 733 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sophos, INC

- **Sponsor EIN:** 043328310

- **Sponsor Address:** 3 VANDEGRAFF DRIVE, BURLINGTON, MA, 01803

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

- **Total Participants:** 733

- **Total Assets:** $157.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|733|$157.7M|$3.3M|$12.1M|

| 2023|754|$128.6M|$3.8M|$12.0M|

| 2022|844|$97.2M|$4.0M|$11.7M|

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|CONSULTANT|$62,818|—|$62,818|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$11,550|—|$11,550|

| BAKER TILLY US,LLP|ACCOUNTANT/AUDITOR|$11,550|—|$11,550|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — CONSULTANT

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,918

- **Estimated Expense Ratio:** 0.054% 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|$77,703|—|$900|$23,100|—|

| 2023|$88,396|—|$600|$20,500|—|

| 2022|$124,536|—|—|—|—|

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