# Willdan Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/willdan-group-inc-401k-plan

> Willdan Group, INC.'s 401(k) plan: 1,757 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WINDES, INC.](https://planprovider.pro/provider/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|—|—|—|

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

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