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Original filing (PDF)20251014102707NAL0005460898001
23ANDME, INC.
Form 5500
FILING_RECEIVED
23ANDME, INC. 401(K) PLAN
401(k) retirement plan
Active participants
478
Accounts w/ balance
1,022
Plan assets (EOY)
$124.2M
Net assets (EOY)
$124.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 23ANDME, INC..
Plan sponsor
Name
23ANDME, INC.
EIN
20-4857371
Address
223 N MATHILDA AVE · SUNNYVALE, CA · 94086
Phone
(650) 938-6300
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Investments
29 direct securities · 1 pooled fund· $125.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$124.2M
29 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $26.5M | 21.3% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class | — | — | — | $18.8M | 15.1% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class | — | — | — | $15.6M | 12.5% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class | — | — | — | $15.1M | 12.2% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class | — | — | — | $9.5M | 7.6% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class | — | — | — | $6.7M | 5.4% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class | — | — | — | $5.3M | 4.3% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class | — | — | — | $4.0M | 3.2% | |
| AB Large Cap Growth Fund Z | — | — | — | $4.0M | 3.2% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $2.6M | 2.1% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $2.1M | 1.7% | |
| Fidelity International Index Fund | — | — | — | $1.8M | 1.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.8M | 1.5% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $1.8M | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.6M | 1.3% | |
| GS Stable Value Institutional Fund 1 | — | — | — | $1.5M | 1.2% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| DFA US Large Cap Value Portfolio | — | — | — | $1.2M | 0.9% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class | — | — | — | $930K | 0.7% | |
| Fidelity Real Estate Index Fund | — | — | — | $673K | 0.5% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $655K | 0.5% | |
| PGIM Total Return Bond Fund R6 | — | — | — | $613K | 0.5% | |
| Participant loans - 55 loans outstanding with interest rates from 4.25% to 9.50% - | — | — | — | $500K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $425K | 0.3% | |
| American Funds Europacific Growth Fund R6 | — | — | — | $347K | 0.3% | |
| Allspring Special Mid Cap Value Fund - Class R6 | — | — | — | $169K | 0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | — | — | — | $29K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class | — | — | — | $2K | <0.1% |
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