Plan Snapshot
- Plan Sponsor: Exponent, INC.
- Sponsor EIN: 770218904
- Sponsor Address: 149 COMMONWEALTH DRIVE, MENLO PARK, CA, 940251133
- Plan Type: DC
- Total Participants: 1,067
- Total Assets: $616.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,067 | $616.3M | $10.0M | $15.0M |
| 2023 | 1,073 | $531.2M | $9.9M | $14.6M |
| 2022 | 1,047 | $445.1M | $9.4M | $12.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $80,530 | — | $80,530 |
| GYL FINANCIAL SYNERGIES LLC | INVESTMENT ADVISOR | $37,500 | — | $37,500 |
| FRANK RIMMERMAN | ACCOUNTANT/AUDITOR | $16,275 | — | $16,275 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,987 | — | $6,987 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FRANK RIMMERMAN — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,292
- Estimated Expense Ratio: 0.023% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $141,292 | $80,530 | $900 | $16,275 | — |
| 2023 | $76,760 | $83,716 | — | $15,750 | — |
| 2022 | $249,625 | $65,732 | — | — | — |