# Wilson Sonsini Goodrich & Rosati, PC DC Plan
Source: https://planprovider.pro/companies/wilson-sonsini-goodrich-rosati-pc-plan

> Wilson Sonsini Goodrich & Rosati, PC's DC plan: 1,984 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilson Sonsini Goodrich & Rosati, PC

- **Sponsor EIN:** 942451946

- **Sponsor Address:** 650 PAGE MILL ROAD, PALO ALTO, CA, 943041050

- **Plan Type:** DC

- **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|NONE|$118,431|—|$118,431|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$93,385|—|$93,385|

| ASPIRIANT LLC|NONE|$48,138|—|$48,138|

| SOLARIS ADVISORS|NONE|$41,134|—|$41,134|

| BNY MELLON NATIONAL ASSOC|NONE|$40,750|—|$40,750|

| CRESSET ASSET MANAGEMENT LLC|NONE|$30,016|—|$30,016|

| BUCKINGHAM STRATEGIC WEALTH LLC|NONE|$26,092|—|$26,092|

| HEMINGTON WEALTH MANAGEMENT LLC|NONE|$24,919|—|$24,919|

| DESTINATION WEALTH MANAGEMENT|NONE|$20,160|—|$20,160|

| CALLAN CAPITAL LLC|NONE|$19,958|—|$19,958|

| LYELL WEALTH MANAGEMENT LP|NONE|$15,005|—|$15,005|

| ALLWORTH FINANCIAL LP|NONE|$10,820|—|$10,820|

| STEELPEAK WEALTH LLC|NONE|$10,409|—|$10,409|

| MORNINGSTAR|NONE|$9,980|—|$9,980|

| KAREL CAPITAL INC|NONE|$9,178|—|$9,178|

| INGALLS & SNYDER LLC|NONE|$8,990|—|$8,990|

| CORIENT PRIVATE WEALTH LLC|NONE|$8,691|—|$8,691|

| BLACKROCK INVESTMENT MANAGEMENT|NONE|$7,715|—|$7,715|

| NELSON CAPITAL MANAGEMENT LLC|NONE|$6,861|—|$6,861|

| CHARLES SCHWAB & CO., INC.|NONE|$6,633|—|$6,633|

| PRIVATE OCEAN|NONE|$6,557|—|$6,557|

| BAKER TILLY US, LLP|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

- [STEELPEAK WEALTH LLC](https://planprovider.pro/provider/newedge-advisors) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## 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|—|—|—|—|

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