Fenwick & West Llp 401(K) Retirement Savings Plan — Form 5500 plan (Fenwick & West Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fenwick & West Llp 401(K) Retirement Savings Plan is a benefit plan reported by Fenwick & West Llp under EIN 94-2708481 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,034 participants and $611,672,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenwick & West Llp
- EIN
- 94-2708481
- Plan number
- 003
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 2,034
- End-of-year plan assets
- $611,672,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,034 | H, C | 20241004131451NAL0011453409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $611,672,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $611,672,865
- Net assets (BOY)
- $506,181,077
Income & contributions
- Employer contributions
- $11,183,694
- Participant contributions
- $20,269,575
- Total contributions
- $34,856,897
- Total income / additions
- $140,509,348
Expenses & distributions
- Benefits paid
- $34,885,541
- Administrative expenses
- $128,467
- Total expenses
- $35,017,560
- Net increase / (decrease)
- $105,491,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harold R. Kellman | INVESTMENT ADVISOR | $53,280 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $49,189 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $43,050 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,460 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fenwick & West Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mountain View, CA
- Harold R. Kellman — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation