Plan Ledger DOL Form 5500 · updated monthly

Wealthfront Corporation401(k)

WEALTHFRONT CORPORATION 401(K) PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Wealthfront Corporation reported $1,795 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,888 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 fell from 0.011% to 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,503rd-largest of 9,483 plans among California employers on file, and the 730th of 2,199 in information & media. In 2024, the employer put in $2.79 for every $1.00 employees contributed themselves; active participation has grown from 242 to 316 since 2022.

Plan summary
Net assets, end of year$32,862,800
Participants with balances407
Active participants316
Employer contributions$4,388,671
Employee contributions$1,571,793
Employer contribution per active participant$13,888
Average account balance$80,744
Benefits paid to participants$1,197,535
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.9M · 407 accts · $4.4M emplr
2023$24.1M · 345 accts
2022$17.5M · 325 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,795
Total administrative$1,795
The Wealthfront Corporation 401(k) match · 2024
Employer contribution per active participant$13,888
Median for plans this size$2,416

Wealthfront Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$1,795

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,795 · 0.01%
2023$2,210 · 0.01%
2022$1,925 · 0.01%
Same employer
Similar plansInformation & Media · California
Leantaas, Inc. CA$33.8M · 0.44%
Pearce Services, LLC CA$33.6M · 0.62%
Catamorphic Co. CA$33.1M · 0.31%
Centric Software, Inc. CA$33.0M · 0.15%
Tebra Technologies, Inc. CA$32.7M · 0.28%
Motor Trend Group CA$32.2M · 0.32%
Internews Network, Inc. CA$30.9M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 208280144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.