How big is Exponent, Inc.'s plan?

Exponent, Inc.'s plan reported $616.3M in assets and 1,067 participants for 2024.

Original filing (PDF)20250930113726NAL0012201233001

Exponent, Inc.

Name: Exponent, Inc. — Exponent Inc. 401(k) Savings Plan, Form 5500 (2024)
Creator: Exponent, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Exponent Inc. 401(k) Savings Plan

401(k) retirement plan · Exponent, Inc.'s Exponent Inc. 401(k) Savings Plan held $616.3M in plan assets for 1,067 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,067

Accounts w/ balance

2,027

Plan assets (EOY)

$616.3M

Net assets (EOY)

$616.3M

People on this filing

MEG Lesniak signed Exponent, Inc.'s 2024 Form 5500 as plan administrator.

MEG Lesniak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Exponent, Inc.'s EIN is 77-0218904.

EIN 77-0218904

Plan number 002

Plan year 2024

ACK ID 20250930113726NAL0012201233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exponent, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exponent, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXPONENT, INC..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EXPONENT, INC.

EIN

all filings

Address

149 COMMONWEALTH DRIVE · MENLO PARK, CA · 940251133

Phone

(650) 688-7295

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

FRANK, RIMERMAN & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$81K	—
GYL FINANCIAL SYNERGIES LLC

Investments

31 direct securities· $606.3M(98% of reported assets)

Mutual Funds

$354.3M

22 holdings

Common Collective Trusts

$217.9M

5 holdings

Other securities

$20.6M

2 holdings

Common Stocks

$12.5M

1 holding

Participant loans

$991K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$134.1M	21.8%
Fidelity Growth Company K6 Fund	Mutual Funds	—	—	$115.1M	18.7%
Fidelity Freedom Index 2050 Fund - Institutional Premium Class	Mutual Funds	—	—	$34.8M	5.6%
Fidelity Freedom Index 2040 Fund - Institutional Premium Class	Mutual Funds	—	—	$34.0M	5.5%
Vanguard Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$33.8M	5.5%
Fidelity Investments Money Market Government Portfolio Class I	Mutual Funds	—	—	$25.6M	4.2%
Fidelity Low-Priced Stock K6 Fund	Mutual Funds	—	—	$23.1M	3.8%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$21.4M	3.5%
Fidelity Puritan Fund - Class K	Mutual Funds	—	—	$17.9M	2.9%
Fidelity Freedom Index 2030 Fund - Institutional Premium Class	Mutual Funds	—	—	$17.1M	2.8%
Fidelity International Index Fund	Common Collective Trusts	—	—	$17.0M	2.8%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$16.6M	2.7%
Vanguard Total Bond Market Index Fund Institutional Shares	Common Collective Trusts	—	—	$16.5M	2.7%
Brown Capital Management Small Company Fund Institutional Shares	Common Stocks	—	—	$12.5M	2.0%
Fidelity Freedom Index 2060 Fund - Institutional Premium Class	Mutual Funds	—	—	$12.2M	2.0%
Janus Henderson VIT Enterprise Portfolio Institutional Class	Mutual Funds	—	—	$11.0M	1.8%
Artisan International Fund Institutional Class	Other securities	—	—	$10.8M	1.8%
MFS New Discovery Value Fund Class R6	Mutual Funds	—	—	$10.1M	1.6%
Victory Sycamore Established Value Fund Class Y	Other securities	—	—	$9.8M	1.6%
Fidelity Freedom Index 2020 Fund - Institutional Premium Class	Mutual Funds	—	—	$8.6M	1.4%
Dodge & Cox International Stock Fund Class I	Mutual Funds	—	—	$8.6M	1.4%
Fidelity Limited Term Government Fund	Mutual Funds	—	—	$7.4M	1.2%
Fidelity Freedom Index 2010 Fund - Institutional Premium Class	Mutual Funds	—	—	$3.5M	0.6%
Fidelity Freedom Index Income Fund - Institutional Premium Class	Mutual Funds	—	—	$1.4M	0.2%
Participant loans - 66 loans outstanding with interest rates -	Participant loans	—	—	$991K	0.2%
Fidelity Freedom Index 2045 Fund - Institutional Premium Class	Mutual Funds	—	—	$940K	0.2%
Fidelity Freedom Index 2025 Fund - Institutional Premium Class	Mutual Funds	—	—	$864K	0.1%
Fidelity Freedom Index 2055 Fund - Institutional Premium Class	Mutual Funds	—	—	$546K	<0.1%
Fidelity Freedom Index 2035 Fund - Institutional Premium Class	Mutual Funds	—	—	$120K	<0.1%
Fidelity Freedom Index 2065 Fund - Institutional Premium Class	Mutual Funds	—	—	$70K	<0.1%
Fidelity Freedom Index 2015 Fund - Institutional Premium Class	Mutual Funds	—	—	$18K	<0.1%