Plan Snapshot
- Plan Sponsor: Fenwick & West LLP
- Sponsor EIN: 942708481
- Sponsor Address: SILICON VALLEY CENTER, MOUNTAIN VIEW, CA, 94041
- Plan Type: 401(k)
- Total Participants: 1,130
- Total Assets: $686.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,130 | $686.9M | $11.4M | $20.4M |
| 2023 | 1,203 | $611.7M | $11.2M | $20.3M |
| 2022 | 1,225 | $506.2M | $9.5M | $18.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $68,212 | — | $68,212 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $47,061 | — | $47,061 |
| BAKER TILLY US LLP | Auditor | $47,061 | — | $47,061 |
| GALLAGHER BENEFIT SERVICES, INC. | CONSULTANT | $8,160 | — | $8,160 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- BAKER TILLY US LLP — Auditor
- GALLAGHER BENEFIT SERVICES, INC. — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,494
- Estimated Expense Ratio: 0.025% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $76,223 | $68,212 | — | $47,061 | — |
| 2023 | $128,467 | $49,189 | — | $43,050 | — |
| 2022 | $221,183 | $56,358 | — | — | — |