# Genentech, INC. 401(k) Plan
Source: https://planprovider.pro/companies/genentech-inc-901131832-002

> Genentech, INC.&#39;s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Genentech, INC.

- **Sponsor EIN:** 901131832

- **Sponsor Address:** 1 DNA WAY, SOUTH SAN FRANCISCO, CA, 94080

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 0

- **Total Assets:** $18.0B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$18.0B|$0|$0|

| 2023|0|$16.7B|$0|$0|

| 2022|0|$14.5B|$0|$0|

## 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|

| ALLIANCE BERNSTEIN|Investment Advisor|$3,935,945|—|$3,935,945|

| JACOBS LEVY EQUITY MANAGEMENT|Investment Advisor|$3,574,128|—|$3,574,128|

| MARATHON ASSET MANAGEMENT LLP|Investment Advisor|$2,782,377|—|$2,782,377|

| LSV ASSET MANAGEMENT|Investment Advisor|$2,500,362|—|$2,500,362|

| WELLINGTON MANAGEMENT|Investment Advisor|$2,444,938|—|$2,444,938|

| PACIFIC INVESTMENT MANAGEMENT|Investment Advisor|$2,419,095|—|$2,419,095|

| ARROWSTREET|Investment Advisor|$2,313,751|—|$2,313,751|

| RANGER INVESTMENT MANAGEMENT|Investment Advisor|$2,108,107|—|$2,108,107|

| WILLIAM BLAIR INVESTMENT MANAGEMENT|Investment Advisor|$1,992,126|$32,089|$2,024,215|

| PGIM|Investment Advisor|$1,962,301|—|$1,962,301|

| COPELAND CAPITAL MANAGEMENT LLC|Investment Advisor|$1,157,918|—|$1,157,918|

| BLACKROCK INSTITUTIONAL|Investment Advisor|$1,079,446|—|$1,079,446|

| GALLIARD CAPITAL MANAGEMENT|Investment Advisor|$1,078,273|—|$1,078,273|

| COHEN AND STEERS|Investment Advisor|$1,041,977|—|$1,041,977|

| BARINGS LLC|Investment Advisor|$995,675|—|$995,675|

| CEREDEX VALUE ADVISORS|Investment Advisor|$863,259|$130,692|$993,951|

| RUSSELL INVESTMENTS TRUST COMPANY|Investment Advisor|$931,794|—|$931,794|

| STATE STREET BANK AND TRUST COMPANY|Custodian / Trustee|$886,964|—|$886,964|

| CAPITAL GROUP|Investment Advisor|$860,939|—|$860,939|

| NISA INVESTMENT ADVISORS|Investment Advisor|$622,155|—|$622,155|

| DUFF AND PHELPS|Investment Advisor|$432,892|$12,013|$444,905|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PGIM](https://planprovider.pro/provider/alight-solutions) — Investment Advisor

- [RUSSELL INVESTMENTS TRUST COMPANY](https://planprovider.pro/provider/russell-investments) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,159,216

- **Estimated Expense Ratio:** 0.200% 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|$1,164,757|—|$20,400|$7,000|—|

| 2023|$36,984,927|$35,229,351|$14,700|$89,825|—|

| 2022|$41,716,186|$31,926,868|$3,974,222|—|$391,223|

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