Employers › WD-40
Recordkeeping fees per participant · WD-40 Company Profit Sharing/401(k) Plan · plan year 2024
$192.79
Higher than 94% of the 5,847 plans $50 to 250M that report it.
= $59,572 / 309
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007134153NAL0004846225001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007134153NAL0004846225001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Administrative expenses excluding investment management, per participant
$192.79
Higher than 84% of the 8,758 plans $50 to 250M that report it.
= $59,572 / 309
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007134153NAL0004846225001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007134153NAL0004846225001, received 2025-10-07
Administrative expenses per participant
$692.98
Higher than 98% of the 9,042 plans $50 to 250M that report it.
= $214,132 / 309
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007134153NAL0004846225001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007134153NAL0004846225001, received 2025-10-07
Administrative expenses as a share of assets
0.183%
Higher than 65% of the 9,049 plans $50 to 250M that report it.
= $214,132 / $116,760,990
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007134153NAL0004846225001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007134153NAL0004846225001, received 2025-10-07
Employer contributions per participant
$19,845
Higher than 99% of the 9,105 plans $50 to 250M that report it.
= $6,132,151 / 309
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007134153NAL0004846225001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007134153NAL0004846225001, received 2025-10-07
Employer share of total contributions
63.6%
Higher than 97% of the 9,112 plans $50 to 250M that report it.
= $6,132,151 / $9,638,427
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007134153NAL0004846225001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007134153NAL0004846225001, received 2025-10-07
Employer match
“The Profit Sharing/401(k) Plan provides for Company contributions to the trust, as approved by the Board, as follows: 1) matching contributions to each participant up to 50% of the first 6.6% of compensation contributed by the participant; 2) fixed non-elective contributions in the amount equal to 10% of eligible compensation; and 3) a discretionary non-elective contribution in an amount to be determined by the Board up to 5% of eligible compensation.”
Form 10-K filed 2025-10-27, for the year ended 2025-08-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-08-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007134153NAL0004846225001, received 2025-10-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WD-40 COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Plan name | WD-40 COMPANY PROFIT SHARING/401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Sponsor EIN / plan number | 95-1797918 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Industry (business code) | 424700, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Participants, beginning of year | 313 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Active participants | 245 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Participants, end of year | 310 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Participants with an account balance | 309 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Total assets, beginning of year | $111,019,951 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Total assets, end of year | $116,760,990 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Net assets, end of year | $116,760,990 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Total income | $21,821,397 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Net income | $5,741,039 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Employer contributions | $6,132,151 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Participant contributions | $2,930,223 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $576,053 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Total contributions | $9,638,427 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Benefit payments | $15,763,464 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $16,080,358 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Total administrative expenses | $214,132 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Recordkeeping fees | $59,572 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Investment advisory and management fees | $154,560 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Administrative expenses excluding investment management | $59,572 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Held in common/collective trusts | $10,948,892 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Held in mutual funds | $77,078,583 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007134153NAL0004846225001, received 2025-10-07 |
| Independent auditor | JGD & ASSOCIATES LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007134153NAL0004846225001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007134153NAL0004846225001, received 2025-10-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $99,788 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $59,572 | yes |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $54,772 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251007134153NAL0004846225001, received 2025-10-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $111,019,951 | $116,760,990 | 5.2% |
| Participants with a balance | 311 | 309 | -0.6% |
| Administrative expenses | $204,755 | $214,132 | 4.6% |
| Recordkeeping fees per participant | $254.69 | $192.79 | -24.3% |
| Employer contributions | $5,493,345 | $6,132,151 | 11.6% |
Prior filing 20241002170614NAL0004239827001, received 2024-10-02; the plan years are contiguous.
Sponsor name as filed: WD-40 COMPANY; SEC registrant: WD 40 CO (CIK 105132, matched by EIN; display name from the Form 10-K cover).