Plan Snapshot
- Plan Sponsor: Wpengine, INC.
- Sponsor EIN: 273155665
- Sponsor Address: 504 LAVACA STREET, SUITE 1000, AUSTIN, TX, 787012857
- Plan Type: 401(k)
- Total Participants: 684
- Total Assets: $72.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 684 | $72.0M | $3.7M | $7.5M |
| 2023 | 784 | $58.6M | $4.1M | $8.3M |
| 2022 | 848 | $41.0M | $4.0M | $7.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $84,774 | — | $84,774 |
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $77,528 | — | $77,528 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,302
- Estimated Expense Ratio: 0.225% 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 | $162,302 | $77,528 | $300 | — | — |
| 2023 | $211,187 | $91,303 | $300 | $16,301 | — |
| 2022 | $185,897 | — | — | — | — |