# Wieden & Kennedy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wieden-kennedy-inc-401k-plan

> Wieden & Kennedy, INC.'s 401(k) plan: 917 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wieden & Kennedy, INC.

- **Sponsor EIN:** 930832855

- **Sponsor Address:** 224 NW 13TH AVE, PORTLAND, OR, 97209

- **Plan Type:** 401(k)

- **Total Participants:** 917

- **Total Assets:** $253.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|917|$253.3M|$3.5M|$11.3M|

| 2023|957|$231.0M|$7.6M|$11.6M|

| 2022|967|$195.0M|$10.7M|$10.6M|

## 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|

| PERKINS & COMPANY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PERKINS & COMPANY, PC](https://planprovider.pro/provider/perkins-and-company-pc) — Auditor

## 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|

| 2024|$160,585|$49,687|$300|—|—|

| 2023|$221,209|$71,830|$300|—|—|

| 2022|$199,528|$35,499|—|—|—|

## Similar Plans

- [Direct Marketing Solutions, INC.](https://planprovider.pro/companies/direct-marketing-solutions-inc-plan-002) — 425 participants

- [Thesis, LLC](https://planprovider.pro/companies/thesis-inc-401k-plan) — 204 participants

- [Transportation Media, INC.](https://planprovider.pro/companies/transportation-media-inc-401k-plan) — 198 participants

- [Straub Collaborative INC.](https://planprovider.pro/companies/straub-collaborative-inc-401k-plan) — 89 participants

- [Creative Media Development, INC.](https://planprovider.pro/companies/creative-media-development-inc-401k-plan) — 46 participants

- [Sasquatch Advertising, INC.](https://planprovider.pro/companies/sasquatch-advertising-inc-401k-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wieden-kennedy-inc-401k-plan)

© 2026 PlanProvider.Pro