Fortinet Inc. 401(k) Plan
Sponsored by Fortinet, Inc. · EIN 770560389 · Plan #001
- Total assets
- $629M
- Net assets
- $629M
- Active participants
- 4,052
- With balances
- 4,819
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $144,852 |
| Innovest Portfolio Solutions, Llc | Investment advisory (plan) | $105,808 |
| Miller Kaplan | Accounting | $7,000 |