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Original filing (PDF)20251007154215NAL0002583779001
GENENTECH, INC.
Form 5500
FILING_RECEIVED
U.S. ROCHE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
21,619
Accounts w/ balance
36,215
Plan assets (EOY)
$14.3B
Net assets (EOY)
$14.3B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENENTECH, INC..
Plan sponsor
Name
GENENTECH, INC.
EIN
94-2347624
Address
1 DNA WAY · SOUTH SAN FRANCISCO, CA · 94080
Phone
(650) 225-1000
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CO. INC. | 04-2647786 | — | RECORDKEEPER | $913K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN ASSOCIATES INC. | 94-2192581 | — | CONSULTANT | $274K | — |
| RUSSELL INVESTMENTS | 91-1934665 | — | CONSULTANT | $191K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST CO | 04-1867445 | — | TRUSTEE | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | AUDITOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 36-2336943 | — | ACTURARY | $8K | — |
Investments
1 pooled fund· $14.0B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ROCHE US DC PLANS MASTER TRUST GENENTECH, INC. · EIN 94-2347624 / PN 002 | Master Trust | $14.0B | 97.7% |