Plan Snapshot
- Plan Sponsor: Willdan Group, INC.
- Sponsor EIN: 141951112
- Sponsor Address: 2401 E. KATELLA AVE., SUITE 300, ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 1,757
- Total Assets: $148.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,757 | $148.8M | $4.0M | $11.2M |
| 2023 | 1,598 | $131.6M | $3.3M | $10.2M |
| 2022 | 1,551 | $109.3M | $2.3M | $9.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $335,379 | — | $335,379 |
| VENTURE FORTH FINANCIAL LLC | NONE | $14,135 | — | $14,135 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,514
- Estimated Expense Ratio: 0.235% 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 | $349,509 | $287,757 | — | — | — |
| 2023 | $310,941 | $253,840 | — | — | — |
| 2022 | $307,896 | $13,122 | — | — | — |