# Wpengine, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wpengine-inc-401k-plan

> Wpengine, INC.'s 401(k) plan: 684 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — 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|—|—|—|—|

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