# Exponent, INC. DC Plan
Source: https://planprovider.pro/companies/exponent-inc-plan-002

> Exponent, INC.'s DC plan: 1,067 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRANK RIMMERMAN](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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