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Original filing (PDF)20250904153336NAL0016273377001
WILLDAN GROUP, INC.
Form 5500
FILING_RECEIVED
WILLDAN GROUP, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,757
Accounts w/ balance
2,208
Plan assets (EOY)
$148.8M
Net assets (EOY)
$148.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 135% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLDAN GROUP, INC..
Plan sponsor
Name
WILLDAN GROUP, INC.
EIN
14-1951112
Address
2401 E. KATELLA AVE., SUITE 300 · ANAHEIM, CA · 92806
Phone
(714) 940-6300
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $335K | — |
| VENTURE FORTH FINANCIAL LLC | 81-1670502 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $423 | — |
Investments
23 direct securities· $170.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Mutual Fund | — | — | — | $25.3M | 17.0% | |
| CS PERSONAL CHOICE RETIREMENT ACCT SDBA | — | — | — | $22.5M | 15.1% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $22.5M | 15.1% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $17.3M | 11.6% | |
| VANGUARD TOTAL BD MKT IDX INST Mutual Fund | — | — | — | $16.9M | 11.4% | |
| FIDELITY LARGE CAP GROWTH INDEX Mutual Fund | — | — | — | $10.2M | 6.8% | |
| VANGUARD ST CORP BD IDX I Mutual Fund | — | — | — | $8.9M | 6.0% | |
| FIDELITY EMERG MARKETS INDEX Mutual Fund | — | — | — | $7.8M | 5.2% | |
| FIDELITY LARGE CAP VALUE INDEX Mutual Fund | — | — | — | $5.8M | 3.9% | |
| VANGUARD SM CAP VAL INDEX ADM Mutual Fund | — | — | — | $4.9M | 3.3% | |
| VANGUARD MDCP GRTH INDEX ADM Mutual Fund | — | — | — | $4.7M | 3.2% | |
| VANGUARD SHORT TERM BD IDX ADM Mutual Fund | — | — | — | $4.0M | 2.7% | |
| FIDELITY REAL ESTATE INDEX Mutual Fund | — | — | — | $3.8M | 2.6% | |
| VANGUARD SMALL CAP GRTH INDEX Mutual Fund | — | — | — | $3.7M | 2.5% | |
| FIDELITY INTERM TRSY BD INDEX Mutual Fund | — | — | — | $2.7M | 1.8% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $2.5M | 1.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $2.3M | 1.5% | |
| SCHWAB BANK SAVINGS Money Market | — | — | — | $1.7M | 1.1% | |
| SCHWAB Noninterest-bearing cash 3 * Notes receivable from participants 3.25% - 10.50% | — | — | — | $1.1M | 0.8% | |
| PARTICIPANT LOANS (3.25% - 10.50%) | — | — | — | $1.1M | 0.8% | |
| VANGUARD MID CAP VALUE IDX ADM Mutual Fund | — | — | — | $744K | 0.5% | |
| VANGUARD TRSY MONE MKT INVSTR Money Market | — | — | — | $64K | <0.1% | |
| CASH 3 LIMITED PARTNERSHIP Limited Partnership | — | — | — | $10K | <0.1% |
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