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Original filing (PDF)20250730154304NAL0002504883001
W. L. GORE & ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
WL GORE & ASSOCIATES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
8,777
Accounts w/ balance
10,498
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W. L. GORE & ASSOCIATES, INC..
Plan sponsor
Name
W. L. GORE & ASSOCIATES, INC.
EIN
51-0083365
Address
555 PAPER MILL ROAD, · NEWARK, DE · 197149269
Phone
(302) 738-4880
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3F · Sponsor used leased employees
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $454K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $2.0B(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
$2.0B
31 holdings
Common Collective Trust
$57.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Blue Chip Growth K6 | — | — | — | $257.0M | 12.8% | |
| Fidelity Management Trust Company Fidelity Total Market Index | — | — | — | $160.9M | 8.0% | |
| American Funds American Funds 2030 R6 | — | — | — | $159.4M | 7.9% | |
| Fidelity Management Trust Company Fidelity OTC K6 | — | — | — | $158.9M | 7.9% | |
| American Funds American Funds 2035 R6 | — | — | — | $146.4M | 7.3% | |
| Fidelity Management Trust Company Self-Directed Brokerage Account | — | — | — | $144.4M | 7.2% | |
| American Funds American Funds 2040 R6 | — | — | — | $135.7M | 6.8% | |
| American Funds American Funds 2045 R6 | — | — | — | $98.5M | 4.9% | |
| American Funds American Funds 2050 R6 | — | — | — | $93.5M | 4.7% | |
| American Funds American Funds 2055 R6 | — | — | — | $73.8M | 3.7% | |
| Primecap Odyssey Aggressive Growth | — | — | — | $65.1M | 3.2% | |
| American Funds American Funds 2025 R6 | — | — | — | $62.4M | 3.1% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $57.8M | 2.9% | |
| MFS Value R6 | — | — | — | $55.6M | 2.8% | |
| Fidelity Management Trust Company Fidelity Diversified International K6 | — | — | — | $47.0M | 2.3% | |
| Fidelity Management Trust Company Fidelity U.S. Bond Index Investment | — | — | — | $45.0M | 2.2% | |
| American Funds American Funds 2060 R6 | — | — | — | $36.7M | 1.8% | |
| Fidelity Management Trust Company Fidelity Capital & Income | — | — | — | $31.0M | 1.5% | |
| Fidelity Management Trust Company Fidelity International Index | — | — | — | $30.8M | 1.5% | |
| American Funds American Funds 2020 R6 | — | — | — | $27.4M | 1.4% | |
| Participants Participant Loans Interest Rates from 4.25 - 9.50% - | — | — | — | $20.7M | 1.0% | |
| Loomis Small Cap Growth Fund N | — | — | — | $15.2M | 0.8% | |
| Fidelity Management Trust Company Fidelity Extended Market Index | — | — | — | $14.5M | 0.7% | |
| Vanguard Inflation Protected Inst | — | — | — | $12.5M | 0.6% | |
| MFS Mid Cap Value R6 | — | — | — | $12.4M | 0.6% | |
| Northern Small Cap Value | — | — | — | $10.3M | 0.5% | |
| Dreihaus Emerging Markets Growth | — | — | — | $10.1M | 0.5% | |
| Baird Core Plus Institution Fund | — | — | — | $8.0M | 0.4% | |
| American Funds American Funds 2065 R6 | — | — | — | $8.0M | 0.4% | |
| American Funds American Funds 2010 R6 | — | — | — | $7.1M | 0.4% | |
| American Funds American Funds 2015 R6 | — | — | — | $3.4M | 0.2% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $128K | <0.1% |