Exponent Inc. 401(K) Savings Plan — Form 5500 plan (Exponent, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Exponent Inc. 401(K) Savings Plan is a benefit plan reported by Exponent, Inc. under EIN 77-0218904 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,916 participants and $531,178,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exponent, Inc.
- EIN
- 77-0218904
- Plan number
- 002
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 1,916
- End-of-year plan assets
- $531,178,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,916 | H, C | 20241008144948NAL0030269584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $531,178,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,178,322
- Net assets (BOY)
- $445,125,254
Income & contributions
- Employer contributions
- $9,893,058
- Participant contributions
- $14,649,144
- Total contributions
- $25,314,663
- Total income / additions
- $114,383,686
Expenses & distributions
- Benefits paid
- $28,253,858
- Administrative expenses
- $76,760
- Total expenses
- $28,330,618
- Net increase / (decrease)
- $86,053,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $71,216 | not reported in the loaded dataset | 2023 |
| Frank Rimmerman | ACCOUNTANT/AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Gyl Financial Synergies LLC | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,706 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exponent, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Frank Rimmerman — Schedule C compensation
- Gyl Financial Synergies LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation