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Original filing (PDF)20250825164526NAL0013990336001
GENSLER
Form 5500
FILING_RECEIVED
GENSLER 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,991
Accounts w/ balance
5,837
Plan assets (EOY)
$717.2M
Net assets (EOY)
$717.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
36 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENSLER.
Plan sponsor
Name
GENSLER
EIN
94-1663305
Address
220 MONTGOMERY ST. · SUITE 200 · SAN FRANCISCO, CA · 94104
Phone
(415) 433-3700
Industry
Professional & Technical Servicessee 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
2025-08-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $466K | — |
Investments
27 direct securities · 19 pooled funds· $737.0M(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
$407.6M
27 holdings
Common Collective Trust
$309.6M
18 holdings
Pooled Separate Account
$19.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual fund | — | — | — | $96.0M | 13.4% | |
| Fidelity Growth Company K6 Fund Mutual fund | — | — | — | $80.8M | 11.3% | |
| LIFEPATH INDEX 2050 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $62.7M | 8.7% | |
| LIFEPATH INDEX 2040 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $49.3M | 6.9% | |
| LIFEPATH INDEX 2045 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $47.5M | 6.6% | |
| LIFEPATH INDEX 2035 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $37.7M | 5.3% | |
| LIFEPATH INDEX 2030 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $32.6M | 4.5% | |
| LIFEPATH INDEX RET FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $32.3M | 4.5% | |
| LIFEPATH INDEX 2055 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $31.1M | 4.3% | |
| Fidelity Ext Market Index Fd Mutual fund | — | — | — | $24.8M | 3.5% | |
| NYL Anchor Account IV Pooled separate account | — | — | — | $20.1M | 2.8% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $19.7M | 2.8% | |
| BlackRock MC Growth Equity Pr Instl Mutual fund | — | — | — | $19.5M | 2.7% | |
| Baron Growth Fund Mutual fund | — | — | — | $18.4M | 2.6% | |
| Fidelity US Bond Index Fd Mutual fund | — | — | — | $18.0M | 2.5% | |
| Dodge Cox Stock Fund X Mutual fund | — | — | — | $17.1M | 2.4% | |
| LIFEPATH INDEX 2060 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $16.1M | 2.3% | |
| Fidelity Total Intl Index Mutual fund | — | — | — | $15.2M | 2.1% | |
| Fidelity Diversified International Mutual fund | — | — | — | $13.2M | 1.8% | |
| DFA US Small Cap Value Portfolio Mutual fund | — | — | — | $12.5M | 1.7% | |
| Vanguard FTSE Social Index Inv Mutual fund | — | — | — | $11.1M | 1.5% | |
| T Rowe Price New Horizons Fund Mutual fund | — | — | — | $10.7M | 1.5% | |
| JP Morgan Core Plus Bond Fund R6 Mutual fund | — | — | — | $10.2M | 1.4% | |
| PIMCO Income Fund Inst Mutual fund | — | — | — | $8.6M | 1.2% | |
| Dodge & Cox Intl Stock Fund Mutual fund | — | — | — | $7.7M | 1.1% | |
| JP Morgan Mid Cap Value Fd R6 Mutual fund | — | — | — | $7.1M | 1.0% | |
| Participant loans 4.25% to 9.50%, various maturities | — | — | — | $4.6M | 0.6% | |
| Calvert Balanced Portfolio Mutual fund | — | — | — | $3.9M | 0.5% | |
| Fidelity International Small C Mutual fund | — | — | — | $3.2M | 0.4% | |
| Vanguard GNMA Fund (Admiral) Mutual fund | — | — | — | $2.9M | 0.4% | |
| Calamos Market Neutral Inc I Mutual fund | — | — | — | $735K | 0.1% | |
| Vanguard REIT Index Fd Adm Mutual fund | — | — | — | $530K | <0.1% | |
| DFA US Large Cap Value Port Mutual fund | — | — | — | $390K | <0.1% | |
| BLACKROCK LP INDEX 2065 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $290K | <0.1% | |
| DFA Emerging Markets Mutual fund | — | — | — | $144K | <0.1% | |
| DFA Emerging Markets Small Cap I Mutual fund | — | — | — | $144K | <0.1% | |
| DFA Inflation Protect Secs I Mutual fund | — | — | — | $118K | <0.1% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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