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Original filing (PDF)20251010094326NAL0018124514001
WPENGINE, INC.
Form 5500
FILING_RECEIVED
WP ENGINE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
684
Accounts w/ balance
1,170
Plan assets (EOY)
$72.0M
Net assets (EOY)
$72.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WPENGINE, INC..
Plan sponsor
Name
WPENGINE, INC.
EIN
27-3155665
Address
504 LAVACA STREET, SUITE 1000 · AUSTIN, TX · 787012857
Phone
(512) 827-3500
Industry
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $78K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities· $72.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2055 K6 Mutual Fund | — | — | — | $12.6M | 17.5% | |
| FID FREEDOM 2050 K6 Mutual Fund | — | — | — | $10.7M | 14.9% | |
| FID 500 INDEX Mutual Fund | — | — | — | $10.4M | 14.5% | |
| FID FREEDOM 2045 K6 Mutual Fund | — | — | — | $8.3M | 11.5% | |
| FID FREEDOM 2060 K6 Mutual Fund | — | — | — | $6.1M | 8.5% | |
| FID FREEDOM 2040 K6 Mutual Fund | — | — | — | $4.5M | 6.3% | |
| FID LG CAP GR IDX Mutual Fund | — | — | — | $4.1M | 5.7% | |
| FID FREEDOM 2035 K6 Mutual Fund | — | — | — | $2.6M | 3.6% | |
| VANG EXT MKT IDX ADM Mutual Fund | — | — | — | $1.7M | 2.4% | |
| FID INTL INDEX Mutual Fund | — | — | — | $1.2M | 1.7% | |
| VANG INTM BD IDX ADM Mutual Fund | — | — | — | $1.2M | 1.7% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $820K | 1.1% | |
| FID FREEDOM 2030 K6 Mutual Fund | — | — | — | $807K | 1.1% | |
| 5.25% to 10.50% | — | — | — | $763K | 1.1% | |
| MFS VALUE R6 Mutual Fund | — | — | — | $749K | 1.0% | |
| Party in Identity of Issuer, Borrower, Description of (d) Current Interest Lessor of Similar Party Investment Cost Value JH ENTERPRISE IS Mutual Fund | — | — | — | $736K | 1.0% | |
| FID FREEDOM 2065 K6 Mutual Fund | — | — | — | $708K | 1.0% | |
| INVS CORE BOND R6 Mutual Fund | — | — | — | $649K | 0.9% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $569K | 0.8% | |
| MGL EM MKTS EQ R6 Money Market | — | — | — | $459K | 0.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund | — | — | — | $429K | 0.6% | |
| AL SPL MID CP VAL IS Mutual Fund | — | — | — | $409K | 0.6% | |
| FID GOVT MMRK PRM Mutual Fund | — | — | — | $397K | 0.6% | |
| LD ABT SH DTN INC R6 Mutual Fund | — | — | — | $396K | 0.6% | |
| ABF SM CAP VALUE R6 Mutual Fund | — | — | — | $251K | 0.3% | |
| FID FREEDOM 2015 K6 Mutual Fund ** 419 * FID FREEDOM 2020 K6 Mutual Fund ** 424 * FID FREEDOM 2025 K6 Mutual Fund | — | — | — | $176K | 0.2% | |
| FID FREEDOM 2070 K7 Mutual Fund ** 588 * FID FREEDOM INC K6 Mutual Fund | — | — | — | $53K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual Fund | — | — | — | $19K | <0.1% |