Plan Snapshot
- Plan Sponsor: Wd-40 Company
- Sponsor EIN: 951797918
- Sponsor Address: 9715 BUSINESSPARK AVENUE, SAN DIEGO, CA, 921311642
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $116.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 245 | $116.8M | $6.1M | $2.9M |
| 2023 | 238 | $111.0M | $5.5M | $2.6M |
| 2022 | 226 | $95.5M | $4.5M | $2.2M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MGMT | $99,788 | — | $99,788 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $59,572 | — | $59,572 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $54,772 | — | $54,772 |
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,132
- Estimated Expense Ratio: 0.183% 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 | $214,132 | $154,560 | — | — | — |
| 2023 | $204,755 | $108,709 | — | — | — |
| 2022 | $238,094 | $135,306 | $102,788 | — | — |