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Original filing (PDF)20250911173126NAL0000372515001
ONE WORKPLACE L. FERRARI, LLC
Form 5500
FILING_RECEIVED
ONE WORKPLACE L. FERRARI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
866
Accounts w/ balance
1,233
Plan assets (EOY)
$100.1M
Net assets (EOY)
$100.1M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONE WORKPLACE L. FERRARI, LLC.
Plan sponsor
Name
ONE WORKPLACE L. FERRARI, LLC
EIN
77-0516002
Address
2500 DE LA CRUZ BLVD · SANTA CLARA, CA · 95050
Phone
(669) 800-2500
Industry
Retail Tradesee 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
2025-09-11
Pension benefit codes
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $38K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
36 direct securities· $102.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab 1000 Index Fund Mutual Fund | — | — | — | $10.4M | 10.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $9.7M | 9.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $6.9M | 6.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $6.3M | 6.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $5.5M | 5.5% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $5.5M | 5.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $3.9M | 3.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $3.4M | 3.4% | |
| Schwab International Index Fund Mutual Fund | — | — | — | $3.3M | 3.3% | |
| American Century Strategic Allocation Conservative Fund Mutual Fund | — | — | — | $3.3M | 3.3% | |
| AMCENT STRAT ALLOC: CONSERV IN Registered Investment Company | — | — | — | $3.3M | 3.3% | |
| MFS MASS INV GROWTH STOCK R3 Registered Investment Company | — | — | — | $3.0M | 3.0% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $2.9M | 2.9% | |
| T. Rowe Price U.S. Equity Research Fund Mutual Fund | — | — | — | $2.9M | 2.8% | |
| MFS INTL DIVERSIFICATION R3 Registered Investment Company | — | — | — | $2.8M | 2.8% | |
| PIMCO Low Duration Fund Mutual Fund | — | — | — | $2.7M | 2.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.5M | 2.5% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $2.4M | 2.4% | |
| Hood River Small-Cap Growth Fund Mutual Fund | — | — | — | $1.8M | 1.8% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | — | — | — | $1.7M | 1.7% | |
| UNDISCOV MGR BEHAVIORAL VAL A Registered Investment Company | — | — | — | $1.7M | 1.7% | |
| AMCENT STRAT ALLOC: AGGR INST Registered Investment Company | — | — | — | $1.5M | 1.5% | |
| American Century Strategic Allocation Aggressive Fund Mutual Fund | — | — | — | $1.5M | 1.5% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $1.5M | 1.5% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.5M | 1.5% | |
| maturing through April 2033 | — | — | — | $1.4M | 1.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $1.4M | 1.4% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund | — | — | — | $1.3M | 1.3% | |
| Schwab Small Cap Index Fund Mutual Fund | — | — | — | $1.2M | 1.2% | |
| Goldman Sachs Bond Fund Mutual Fund | — | — | — | $1.0M | 1.0% | |
| ALLSPRING SPC MID CAP VAL INST Registered Investment Company | — | — | — | $979K | 1.0% | |
| American Century Strategic Allocation Moderate Fund Mutual Fund | — | — | — | $947K | 0.9% | |
| AMCENT STRAT ALLOC: MOD INST Registered Investment Company | — | — | — | $947K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $738K | 0.7% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $671K | 0.7% | |
| Vanguard Target Income Fund Mutual Fund | — | — | — | $117K | 0.1% |
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