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Original filing (PDF)20250930113726NAL0012201233001
EXPONENT, INC.
Form 5500
FILING_RECEIVED
EXPONENT INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,067
Accounts w/ balance
2,027
Plan assets (EOY)
$616.3M
Net assets (EOY)
$616.3M
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 (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPONENT, INC..
Plan sponsor
Name
EXPONENT, INC.
EIN
77-0218904
Address
149 COMMONWEALTH DRIVE · MENLO PARK, CA · 940251133
Phone
(650) 688-7295
Industry
Professional & Technical Servicessee all
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $81K | — |
| GYL FINANCIAL SYNERGIES LLC | 81-3263476 | — | INVESTMENT ADVISOR | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK RIMMERMAN | 94-1341042 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
31 direct securities· $606.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $134.1M | 21.8% | |
| Fidelity Growth Company K6 Fund | — | — | — | $115.1M | 18.7% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class | — | — | — | $34.8M | 5.6% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class | — | — | — | $34.0M | 5.5% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $33.8M | 5.5% | |
| Fidelity Investments Money Market Government Portfolio Class I | — | — | — | $25.6M | 4.2% | |
| Fidelity Low-Priced Stock K6 Fund | — | — | — | $23.1M | 3.8% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $21.4M | 3.5% | |
| Fidelity Puritan Fund - Class K | — | — | — | $17.9M | 2.9% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class | — | — | — | $17.1M | 2.8% | |
| Fidelity International Index Fund | — | — | — | $17.0M | 2.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $16.6M | 2.7% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | — | — | — | $16.5M | 2.7% | |
| Brown Capital Management Small Company Fund Institutional Shares | — | — | — | $12.5M | 2.0% | |
| Fidelity Freedom Index 2060 Fund - Institutional Premium Class | — | — | — | $12.2M | 2.0% | |
| Janus Henderson VIT Enterprise Portfolio Institutional Class | — | — | — | $11.0M | 1.8% | |
| Artisan International Fund Institutional Class | — | — | — | $10.8M | 1.8% | |
| MFS New Discovery Value Fund Class R6 | — | — | — | $10.1M | 1.6% | |
| Victory Sycamore Established Value Fund Class Y | — | — | — | $9.8M | 1.6% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class | — | — | — | $8.6M | 1.4% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $8.6M | 1.4% | |
| Fidelity Limited Term Government Fund | — | — | — | $7.4M | 1.2% | |
| Fidelity Freedom Index 2010 Fund - Institutional Premium Class | — | — | — | $3.5M | 0.6% | |
| Fidelity Freedom Index Income Fund - Institutional Premium Class | — | — | — | $1.4M | 0.2% | |
| Participant loans - 66 loans outstanding with interest rates - | — | — | — | $991K | 0.2% | |
| Fidelity Freedom Index 2045 Fund - Institutional Premium Class | — | — | — | $940K | 0.2% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class | — | — | — | $864K | 0.1% | |
| Fidelity Freedom Index 2055 Fund - Institutional Premium Class | — | — | — | $546K | <0.1% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class | — | — | — | $120K | <0.1% | |
| Fidelity Freedom Index 2065 Fund - Institutional Premium Class | — | — | — | $70K | <0.1% | |
| Fidelity Freedom Index 2015 Fund - Institutional Premium Class | — | — | — | $18K | <0.1% |
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