Fenwick & West Llp 401(k) Retirement Savings Plan
Sponsored by Fenwick & West Llp · EIN 942708481 · Plan #003
- Total assets
- $687M
- Net assets
- $687M
- Active participants
- 1,130
- With balances
- 1,824
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $68,212 |
| Moss Adams Llp | Accounting | $47,061 |
| Gallagher Benefit Services, Inc. | Consulting (general) | $8,160 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$40,540 |