Fenwick & West LLP 401(k) Review & Grade
Fenwick & West LLP 401(k) Retirement Savings Plan
Mountain View, CAProfessional, Scientific & Technical Services1,166 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$9,799Employer $ per active participant
$17,517Employee $ saved per active participant
0.01%Direct admin cost, % of plan assets
$686.9MNet plan assets, end of year
$376,611Average balance per account
Score breakdown
- Employer generosity45.3 / 5091th percentile for employer $ per participant
- Low cost24.3 / 2597th percentile for low admin cost vs. same-size plans
- Employee saving14.3 / 1596th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score87 / 100 · Grade A
This plan vs. peers
Peers: Professional, Scientific & Technical Services plans with 500–2,499 active participants (1,469 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 91th |
| Lower admin cost | 97th |
| Employee saving | 96th |
| Peers that auto-enroll | 48% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Fenwick & West LLP put in about $9,799 per active participant, more than the typical peer ($3,082). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $11,430,294 |
| Participant (employee) contributions | $20,433,445 |
| Other contributions (incl. rollovers in) | $15,733,325 |
| Administrative expenses paid from the plan | $76,223 |
| Investment advisory & management fees | $68,212 |
| Other admin expenses | $8,160 |
| Benefits paid out | $72,635,584 |
| Net assets, start / end of year | $611.7M / $686.9M |
| Active participants, start / end of year | 1,203 / 1,130 |
| Participants with account balances | 1,824 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Baker Tilly US LLP |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $68,212 reported compensation |
| Moss Adams LLP | $47,061 reported compensation |
| Gallagher Benefit Services, Inc. | $8,160 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251010161506NAL0008005137001, received 2025-10-10, EIN 94-2708481, plan #003, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.