Creighton Early signed Willdan Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willdan Group, Inc.'s EIN is 14-1951112.
Download the official 2024 Form 5500 (PDF) for Willdan Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willdan Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $335K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE FORTH FINANCIAL LLC | 81-1670502 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $25.3M | 17.0% | |
| CS PERSONAL CHOICE RETIREMENT ACCT SDBA | Self-Directed Brokerage | — | — | $22.5M | 15.1% | |
| FIDELITY INTERNATIO NAL INDEX Mutual Fund | Mutual Funds | — | — | $17.3M | 11.6% | |
| VANGUARD TOTAL BD MKT IDX INST Mutual Fund | Common Collective Trusts | — | — | $16.9M | 11.4% | |
| FIDELITY LARGE CAP GROWTH INDEX Mutual Fund | Mutual Funds | — | — | $10.2M | 6.8% | |
| VANGUARD ST CORP BD IDX I Mutual Fund | Common Collective Trusts | — | — | $8.9M | 6.0% | |
| FIDELITY EMERG MARKETS INDEX Mutual Fund | Mutual Funds | — | — | $7.8M | 5.2% | |
| FIDELITY LARGE CAP VALUE INDEX Mutual Fund | Mutual Funds | — | — | $5.8M | 3.9% | |
| VANGUARD SM CAP VAL INDEX ADM Mutual Fund | Mutual Funds | — | — | $4.9M | 3.3% | |
| VANGUARD MDCP GRTH INDEX ADM Mutual Fund | Mutual Funds | — | — | $4.7M | 3.2% | |
| VANGUARD SHORT TERM BD IDX ADM Mutual Fund | Common Collective Trusts | — | — | $4.0M | 2.7% | |
| FIDELITY REAL ESTATE INDEX Mutual Fund | Mutual Funds | — | — | $3.8M | 2.6% | |
| VANGUARD SMALL CAP GRTH INDEX Mutual Fund | Mutual Funds | — | — | $3.7M | 2.5% | |
| FIDELITY INTERM TRSY BD INDEX Mutual Fund | Mutual Funds | — | — | $2.7M | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $2.5M | 1.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $2.3M | 1.5% | |
| SCHWAB BANK SAVINGS Money Market | Mutual Funds | — | — | $1.7M | 1.1% | |
| SCHWAB Noninterest-bearing cash 3 * Notes receivable from participants 3.25% - 10.50% | Mutual Funds | — | — | $1.1M | 0.8% | |
| VANGUARD MID CAP VALUE IDX ADM Mutual Fund | Common Collective Trusts | — | — | $744K | 0.5% | |
| VANGUARD TRSY MONE MKT INVSTR Money Market | Mutual Funds | — | — | $64K | <0.1% | |
| CASH 3 LIMITED PARTNERSHIP Limited Partnership | Cash / Money Market | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $423 |
| — |
