Department of Labor filing

WEALTHFRONT CORPORATION

WEALTHFRONT CORPORATION 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

99filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$13,888

Reported employer contributions per active participant.

Higher than about 99% of comparable plans
#People in the filing
316

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$4 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 99% of comparable plans
Investment performance
Not available

Plan assets changed 36.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202499out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $2,713 · based on 393 comparable plans
Lower reported administrative expense99th percentileTypical peer $133 · based on 430 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WEALTHFRONT CORPORATION reported $4,388,671 in employer contributions across the plan and 316 active participants. That works out to $13,888 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 17.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context99/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$4,388,671
Participant contributions
$1,571,793
Other contributions
Not reported
Employer share of reported contributions
73.6%
Beginning assets
$24,079,554
Ending assets
$32,862,800
Ending net assets
$32,862,800
Ending liabilities
$0
Total income
$9,984,625
Total expenses
$1,201,379
Administrative expenses
$1,795
Participant loans
$42,111

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
$0
2024
$13,888
Plan-paid administrative expenses per participant
2022
$5
2023
$6
2024
$4
Active participants
2022
242
2023
256
2024
316
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$13,88831632.9M20250917160349NAL0000328467001
2023$025624.1M20240906163939NAL0001368657001
2022Not reported24217.5M20230818163749NAL0002576416001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
208280144-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Mar 15, 2016
Industry
Information
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
THE VANGUARD GROUP, INC.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250917160349NAL0000328467001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗