Plan Ledger DOL Form 5500 · updated monthly

Wieden & Kennedy, Inc.401(k)

WIEDEN & KENNEDY, INC. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Wieden & Kennedy, Inc. reported $160,585 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,844 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 0.09% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 44th-largest of 1,021 plans among Oregon employers on file, and the 656th of 11,654 in professional & technical services. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$253,259,574
Participants with balances1,667
Active participants917
Employer contributions$3,524,664
Employee contributions$11,258,665
Employer contribution per active participant$3,844
Average account balance$151,925
Benefits paid to participants$27,591,564
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$253.3M · 1,667 accts · $3.5M emplr
2023$231.0M · 1,681 accts · $7.6M emplr
2022$195.0M · 1,649 accts · $10.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,186
Investment management$49,687
Total administrative$160,585
The Wieden & Kennedy, Inc. 401(k) match · 2024
Employer contribution per active participant$3,844
Median for plans this size$3,635
2024$3,844 per active participant
2023$7,906 per active participant
2022$11,025 per active participant

Wieden & Kennedy, Inc.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$73,973
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$49,687
HYAS GROUP · Investment management$35,000

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$160,585 · 0.07%
2023$221,209 · 0.10%
2022$199,528 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Oregon
Stoel Rives LLP OR$560.4M · 0.13%
Miller Nash LLP OR$162.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930832855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.