Plan Ledger DOL Form 5500 · updated monthly

Willdan Group, Inc.401(k)

WILLDAN GROUP, INC 401(K) PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Willdan Group, Inc. reported $349,509 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,291 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 0.26% to 0.25%. 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 706th-largest of 9,483 plans among California employers on file, and the 1,048th of 11,654 in professional & technical services. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 1,551 to 1,757 since 2022.

Plan summary
Net assets, end of year$148,769,789
Participants with balances2,208
Active participants1,757
Employer contributions$4,025,066
Employee contributions$11,168,238
Employer contribution per active participant$2,291
Average account balance$67,378
Benefits paid to participants$16,362,211
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$148.8M · 2,208 accts · $4.0M emplr
2023$131.6M · 2,156 accts · $3.3M emplr
2022$109.3M · 2,002 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,752
Investment management$287,757
Total administrative$349,509
The Willdan Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,291
Median for plans this size$3,635
2024$2,291 per active participant
2023$2,055 per active participant
2022$1,478 per active participant

Willdan Group, Inc.'s 2024 employer contribution ran below 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$335,379
VENTURE FORTH FINANCIAL LLC · Investment advisory (participants)$14,135
CHARLES SCHWAB & CO., INC. · Securities brokerage$423

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$349,509 · 0.25%
2023$310,941 · 0.26%
2022$307,896 · 0.26%
Same employer
Similar plansProfessional & Technical Services · California
Bpm LLP CA$152.1M · 0.04%
Bkf Engineers CA$149.8M · 0.01%
Alorica, Inc. CA$145.6M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 141951112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.