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Original filing (PDF)20251010161506NAL0008005137001
FENWICK & WEST LLP
Form 5500
FILING_RECEIVED
FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,130
Accounts w/ balance
1,824
Plan assets (EOY)
$686.9M
Net assets (EOY)
$686.9M
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)
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 (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FENWICK & WEST LLP.
Plan sponsor
Name
FENWICK & WEST LLP
EIN
94-2708481
Address
SILICON VALLEY CENTER · 801 CALIFORNIA ST. · MOUNTAIN VIEW, CA · 94041
Phone
(650) 988-8500
Industry
Law Offices· 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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$41K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $68K | — |
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | CONSULTANT | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $47K | — |
Investments
42 direct securities· $673.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index - Class Fund Mutual Fund | — | — | — | $111.8M | 16.3% | |
| Brokerage Link Accounts Self-Directed Brokerage Accounts | — | — | — | $72.0M | 10.5% | |
| Fidelity OTC K6 Mutual Fund | — | — | — | $35.2M | 5.1% | |
| Fidelity FDM IDX 2070IPR Mutual Fund ** 298 JPG LG CAP GROWTH R6 Mutual Fund | — | — | — | $32.3M | 4.7% | |
| Fidelity Index 2050 IPR Mutual Fund | — | — | — | $29.8M | 4.3% | |
| Fidelity Index 2040 IPR Mutual Fund | — | — | — | $27.8M | 4.0% | |
| Fidelity Index 2045 IPR Mutual Fund | — | — | — | $27.2M | 4.0% | |
| Fidelity Index 2035 IPR Mutual Fund | — | — | — | $26.8M | 3.9% | |
| Dodge & Cox Stock X Fund Mutual Fund | — | — | — | $22.9M | 3.3% | |
| Fidelity U.S. Bond Index Fund - Institutional Class Mutual Fund | — | — | — | $21.3M | 3.1% | |
| Fidelity Select Portfolio: Technology Portfolio Fund Mutual Fund | — | — | — | $19.7M | 2.9% | |
| Fidelity Index 2055 IPR Mutual Fund | — | — | — | $19.5M | 2.8% | |
| Vanguard Mid Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $19.2M | 2.8% | |
| Fidelity Index 2030 IPR Mutual Fund | — | — | — | $18.7M | 2.7% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $17.5M | 2.6% | |
| Fidelity Investments Money Market Government Portfolio - Class I Mutual Fund | — | — | — | $16.6M | 2.4% | |
| Fidelity Diversified International K6 Mutual Fund | — | — | — | $14.2M | 2.1% | |
| Vanguard Mid Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $14.0M | 2.0% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $13.8M | 2.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $13.0M | 1.9% | |
| Vanguard Short Investment-Grade Fund Admiral Shares Mutual Fund | — | — | — | $12.4M | 1.8% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $10.5M | 1.5% | |
| Fidelity LP ST K6 Mutual Fund | — | — | — | $8.6M | 1.3% | |
| Fidelity Index 2025 IPR Mutual Fund | — | — | — | $8.3M | 1.2% | |
| PIMCO High Yield Fund Institutional Class Mutual Fund | — | — | — | $7.3M | 1.1% | |
| Fidelity Index 2060 IPR Mutual Fund | — | — | — | $7.1M | 1.0% | |
| Fidelity Puritan Fund Mutual Fund | — | — | — | $6.8M | 1.0% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class Mutual Fund | — | — | — | $5.6M | 0.8% | |
| Fidelity Emerging Markets Fund Mutual Fund | — | — | — | $5.3M | 0.8% | |
| Fidelity Select Portfolio: Healthcare Portfolio Fund Mutual Fund | — | — | — | $5.2M | 0.8% | |
| Fidelity Index 2020 IPR Mutual Fund | — | — | — | $4.5M | 0.6% | |
| Vanguard Intermediate-Term Investment Grade Fund Mutual Fund | — | — | — | $3.8M | 0.6% | |
| Fidelity Index Inc IPR Mutual Fund | — | — | — | $3.7M | 0.5% | |
| Fidelity Index 2015 IPR Mutual Fund | — | — | — | $2.8M | 0.4% | |
| Cohen & Steers Institutional Realty Shares Fund Mutual Fund | — | — | — | $2.1M | 0.3% | |
| Fidelity Select Portfolio: Natural Resources Portfolio Fund Mutual Fund | — | — | — | $1.1M | 0.2% | |
| Fidelity Select Portfolio: Cyclical Industries Portfolio Fund Mutual Fund | — | — | — | $1.1M | 0.2% | |
| Fidelity Index 2065 IPR Mutual Fund | — | — | — | $823K | 0.1% | |
| Fidelity Select Portfolio: Utilities Growth Portfolio Fund Mutual Fund | — | — | — | $759K | 0.1% | |
| Fidelity Select Portfolio: Consumer Industries Portfolio Fund Mutual Fund | — | — | — | $648K | <0.1% | |
| Fidelity Index 2010 IPR Mutual Fund | — | — | — | $605K | <0.1% | |
| Fidelity Select Portfolio: Financial Services Portfolio Fund Mutual Fund | — | — | — | $595K | <0.1% |