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Original filing (PDF)20260122141634NAL0006690322001
GUIDEWIRE, INC.
Form 5500
FILING_RECEIVED
GUIDEWIRE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
425
Accounts w/ balance
230
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEWIRE, INC..
Plan sponsor
Name
GUIDEWIRE, INC.
EIN
04-2790495
Address
1974 WESTOVER RD · CHICOPEE, MA · 01022
Phone
(413) 733-6100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITTLESEY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $1K | — |
Investments
33 direct securities· $6.5M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX Mutual Funds 1 | — | — | — | $779K | 11.3% | |
| JP Morgan JPMORGAN US GOVERNMENT MMKT CAPITAL Mutual Funds 1 | — | — | — | $662K | 9.6% | |
| Notes receivable from participants (interest rates 4.25% - 9.50%) $ - | — | — | — | $474K | 6.9% | |
| Putnam LARGE CAP GROWTH R6 Mutual Funds 1 | — | — | — | $460K | 6.7% | |
| Fidelity SMALL CAP INDEX Mutual Funds 1 | — | — | — | $361K | 5.3% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $344K | 5.0% | |
| Columbia DIVIDEND INCOME INSTL3 Mutual Funds 1 | — | — | — | $328K | 4.8% | |
| Ishares RUSSELL MID-CAP INDEX K Mutual Funds 1 | — | — | — | $296K | 4.3% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $286K | 4.2% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $275K | 4.0% | |
| Western Asset WESTERN ASSET CORE BOND IS Mutual Funds 1 | — | — | — | $271K | 3.9% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $211K | 3.1% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $199K | 2.9% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $198K | 2.9% | |
| Western Asset WESTERN ASSET CORE PLUS BOND IS Mutual Funds 1 | — | — | — | $194K | 2.8% | |
| American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $155K | 2.3% | |
| Fidelity INTERNATIONAL INDEX Mutual Funds 1 | — | — | — | $152K | 2.2% | |
| Clearbridge INTERNATIONAL GROWTH IS Mutual Funds 1 | — | — | — | $137K | 2.0% | |
| BlackRock MID-CAP GROWTH EQUITY K Mutual Funds 1 | — | — | — | $137K | 2.0% | |
| Allspring SPECIAL MID CAP VALUE R6 Mutual Funds 1 | — | — | — | $104K | 1.5% | |
| American Funds AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $94K | 1.4% | |
| Fidelity LARGE CAP GROWTH INDEX Mutual Funds 1 | — | — | — | $90K | 1.3% | |
| PIMCO STOCKSPLUS INSTL Mutual Funds 1 | — | — | — | $58K | 0.8% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $57K | 0.8% | |
| American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $50K | 0.7% | |
| Janus Henderson JANUS HENDERSON TRITON N Mutual Funds 1 | — | — | — | $39K | 0.6% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Funds 1 | — | — | — | $23K | 0.3% | |
| PIMCO INCOME INSTL Mutual Funds 1 | — | — | — | $18K | 0.3% | |
| American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Funds 1 | — | — | — | $12K | 0.2% | |
| Allspring SPECIAL SMALL CAP VALUE R6 Mutual Funds 1 | — | — | — | $10K | 0.1% | |
| Fidelity ADVISOR FOCUSED EMERGING MRKT Z Mutual Funds 1 | — | — | — | $10K | 0.1% | |
| PGIM GLOBAL TOTAL RETURN R6 Mutual Funds 1 | — | — | — | $6K | <0.1% | |
| American Funds AMERICAN FUNDS INFLATION LINKED BD R6 Mutual Funds 1 | — | — | — | $1K | <0.1% |
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