Plan Snapshot
- Plan Sponsor: Wilson Sonsini Goodrich & Rosati, PC
- Sponsor EIN: 942451946
- Sponsor Address: 650 PAGE MILL ROAD, PALO ALTO, CA, 943041050
- Plan Type: 401(k)
- Total Participants: 1,984
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,984 | $1.0B | $21.7M | $39.9M |
| 2023 | 2,099 | $879.3M | $19.5M | $32.8M |
| 2022 | 2,130 | $747.5M | $18.1M | $29.3M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $118,431 | — | $118,431 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $93,385 | — | $93,385 |
| ASPIRIANT LLC | Other Service Provider | $48,138 | — | $48,138 |
| SOLARIS ADVISORS | Other Service Provider | $41,134 | — | $41,134 |
| BNY MELLON NATIONAL ASSOC | Other Service Provider | $40,750 | — | $40,750 |
| CRESSET ASSET MANAGEMENT LLC | Other Service Provider | $30,016 | — | $30,016 |
| BUCKINGHAM STRATEGIC WEALTH LLC | Other Service Provider | $26,092 | — | $26,092 |
| HEMINGTON WEALTH MANAGEMENT LLC | Other Service Provider | $24,919 | — | $24,919 |
| DESTINATION WEALTH MANAGEMENT | Other Service Provider | $20,160 | — | $20,160 |
| CALLAN CAPITAL LLC | Other Service Provider | $19,958 | — | $19,958 |
| LYELL WEALTH MANAGEMENT LP | Other Service Provider | $15,005 | — | $15,005 |
| ALLWORTH FINANCIAL LP | Other Service Provider | $10,820 | — | $10,820 |
| STEELPEAK WEALTH LLC | Investment Advisor | $10,409 | — | $10,409 |
| MORNINGSTAR | Other Service Provider | $9,980 | — | $9,980 |
| KAREL CAPITAL INC | Other Service Provider | $9,178 | — | $9,178 |
| INGALLS & SNYDER LLC | Other Service Provider | $8,990 | — | $8,990 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $8,691 | — | $8,691 |
| BLACKROCK INVESTMENT MANAGEMENT | Other Service Provider | $7,715 | — | $7,715 |
| NELSON CAPITAL MANAGEMENT LLC | Other Service Provider | $6,861 | — | $6,861 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $6,633 | — | $6,633 |
| PRIVATE OCEAN | Other Service Provider | $6,557 | — | $6,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- STEELPEAK WEALTH LLC — Investment Advisor
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $563,822
- Estimated Expense Ratio: 0.056% 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 | $221,796 | $23,240 | — | — | — |
| 2023 | $203,926 | $44,715 | — | — | — |
| 2022 | $237,012 | — | — | — | — |