Plan Ledger DOL Form 5500 · updated monthly

Guidewire Software401(k)

GUIDEWIRE SOFTWARE RETIREMENT TRUST · SAN MATEO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Guidewire Software reported $299,965 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,579 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 268th-largest of 9,483 plans among California employers on file, and the 361st of 11,654 in professional & technical services. In 2024, employees put in $4.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$483,433,820
Participants with balances2,198
Active participants1,667
Employer contributions$7,633,845
Employee contributions$33,576,184
Employer contribution per active participant$4,579
Average account balance$219,943
Benefits paid to participants$35,605,810
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$483.4M · 2,198 accts · $7.6M emplr
2023$413.4M · 2,211 accts · $7.7M emplr
2022$332.1M · 2,225 accts · $7.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,042
Investment management$247,923
Total administrative$299,965
The Guidewire Software 401(k) match · 2024
Employer contribution per active participant$4,579
Median for plans this size$4,294
2024$4,579 per active participant
2023$4,642 per active participant
2022$4,563 per active participant

Guidewire Software's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NEPC, LLC · Investment advisory (plan)$193,444
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$54,479
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,042

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$299,965 · 0.07%
2023$197,135 · 0.05%
2022$179,853 · 0.05%
Same employer
Similar plansProfessional & Technical Services · California
The Kleinfelder Group, Inc. CA$539.0M · 0.05%
Salas O'Brien, Inc. CA$537.9M · 0.28%
Kratos Defense & Sec. Sol. CA$534.3M · 0.05%
Korn Ferry CA$478.2M · 0.17%
Ghd Inc. CA$476.8M
NV5, Inc. CA$464.3M · 0.12%
Veeva Systems Inc. CA$460.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364468504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.