Plan Snapshot
- Plan Sponsor: Wealthfront Corporation
- Sponsor EIN: 208280144
- Sponsor Address: 261 HAMILTON AVE, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 543
- Total Assets: $45.7M
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. |
|---|---|---|---|---|
| 2025 | 543 | $45.7M | $0 | $0 |
| 2024 | 316 | $32.9M | $4.4M | $1.6M |
| 2023 | 256 | $24.1M | $0 | $3.3M |
| 2022 | 242 | $17.5M | $0 | $3.2M |
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 |
|---|---|---|---|---|
| FRANK, RIMERMAN & CO. LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $1,733,705 | — | $1,850 | — | — |
| 2024 | $1,795 | — | $1,795 | — | — |
| 2023 | $2,210 | — | $2,210 | — | — |
| 2022 | $1,925 | — | $1,925 | — | — |