Plan Snapshot
- Plan Sponsor: Worley Group INC.
- Sponsor EIN: 942624994
- Sponsor Address: 5995 ROGERDALE RD, HOUSTON, TX, 77072
- Plan Type: 401(k)
- Total Participants: 5,779
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5,779 | $1.4B | $25.0M | $56.5M |
| 2023 | 6,029 | $1.3B | $23.9M | $54.9M |
| 2022 | 8,277 | $1.2B | $15.5M | $44.9M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
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 | $509,939 | — | $509,939 | — | — |
| 2023 | $603,751 | — | $603,751 | — | — |
| 2022 | $597,994 | — | $597,994 | — | — |