Guidewire Software Retirement Trust
Sponsored by Guidewire Software · EIN 364468504 · Plan #001
- Total assets
- $483M
- Net assets
- $483M
- Active participants
- 1,667
- With balances
- 2,198
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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nepc, Llc | Investment advisory (plan) | $193,444 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $54,479 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,042 |