401k Record

Employers › Wonolo

Wonolo 401(k)

Recordkeeping fees per participant · Wonolo 401(k) Plan · plan year 2024

$102.35

Higher than 62% of the 7,477 plans $1 to 10M that report it.

Source

= $20,061 / 196
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250912120737NAL0001923040001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912120737NAL0001923040001, received 2025-09-12

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-09-12.

Cost and contributions

Administrative expenses excluding investment management, per participant

$102.35

10th: $13.66median $103.3390th: $302.77

Higher than 50% of the 14,713 plans $1 to 10M that report it.

Source

= $20,061 / 196
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912120737NAL0001923040001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912120737NAL0001923040001, received 2025-09-12

Administrative expenses per participant

$220.67

10th: $19.42median $150.2790th: $370.75

Higher than 67% of the 15,210 plans $1 to 10M that report it.

Source

= $43,252 / 196
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912120737NAL0001923040001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912120737NAL0001923040001, received 2025-09-12

Administrative expenses as a share of assets

0.585%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 57% of the 15,243 plans $1 to 10M that report it.

Source

= $43,252 / $7,395,988
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912120737NAL0001923040001, received 2025-09-12
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912120737NAL0001923040001, received 2025-09-12

Employer contributions per participant

$1,237

10th: $357median $1,32390th: $2,861

Higher than 47% of the 13,342 plans $1 to 10M that report it.

Source

= $242,480 / 196
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912120737NAL0001923040001, received 2025-09-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912120737NAL0001923040001, received 2025-09-12

Employer share of total contributions

19.5%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 24% of the 13,370 plans $1 to 10M that report it.

Source

= $242,480 / $1,246,154
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912120737NAL0001923040001, received 2025-09-12
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912120737NAL0001923040001, received 2025-09-12

Plan terms, as stated in Wonolo Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250912120737NAL0001923040001, received 2025-09-12

Full record, Wonolo 401(k) Plan

FieldValueSource
Plan sponsorWONOLO INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250912120737NAL0001923040001, received 2025-09-12
Plan nameWONOLO 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250912120737NAL0001923040001, received 2025-09-12
Sponsor EIN / plan number47-1657372 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250912120737NAL0001923040001, received 2025-09-12
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250912120737NAL0001923040001, received 2025-09-12
Sponsor locationBEAVERTON, ORForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250912120737NAL0001923040001, received 2025-09-12
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250912120737NAL0001923040001, received 2025-09-12
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250912120737NAL0001923040001, received 2025-09-12
Filing received2025-09-12Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250912120737NAL0001923040001, received 2025-09-12
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250912120737NAL0001923040001, received 2025-09-12
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250912120737NAL0001923040001, received 2025-09-12
Participants, beginning of year218Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250912120737NAL0001923040001, received 2025-09-12
Active participants83Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250912120737NAL0001923040001, received 2025-09-12
Participants, end of year201Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250912120737NAL0001923040001, received 2025-09-12
Participants with an account balance196Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250912120737NAL0001923040001, received 2025-09-12
Total assets, beginning of year$6,765,067Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250912120737NAL0001923040001, received 2025-09-12
Total assets, end of year$7,395,988Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250912120737NAL0001923040001, received 2025-09-12
Net assets, end of year$7,395,988Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250912120737NAL0001923040001, received 2025-09-12
Total income$2,246,796Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250912120737NAL0001923040001, received 2025-09-12
Net income$630,921Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250912120737NAL0001923040001, received 2025-09-12
Employer contributions$242,480Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250912120737NAL0001923040001, received 2025-09-12
Participant contributions$959,722Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250912120737NAL0001923040001, received 2025-09-12
Other contributions (incl. rollovers)$43,952Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250912120737NAL0001923040001, received 2025-09-12
Total contributions$1,246,154Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250912120737NAL0001923040001, received 2025-09-12
Benefit payments$1,555,050Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250912120737NAL0001923040001, received 2025-09-12
Total expenses (incl. benefit payments)$1,615,875Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250912120737NAL0001923040001, received 2025-09-12
Total administrative expenses$43,252Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250912120737NAL0001923040001, received 2025-09-12
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250912120737NAL0001923040001, received 2025-09-12
Recordkeeping fees$20,061Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250912120737NAL0001923040001, received 2025-09-12
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250912120737NAL0001923040001, received 2025-09-12
Investment advisory and management fees$23,191Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250912120737NAL0001923040001, received 2025-09-12
Administrative expenses excluding investment management$20,061derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250912120737NAL0001923040001, received 2025-09-12
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250912120737NAL0001923040001, received 2025-09-12
Held in common/collective trusts$163,418Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250912120737NAL0001923040001, received 2025-09-12
Held in mutual funds$7,199,802Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250912120737NAL0001923040001, received 2025-09-12

Position = column in the DOL layout for form year 2024. Filing 20250912120737NAL0001923040001, received 2025-09-12.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
THREE BELL CAPITAL LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $23,191no
EMPOWER ANNUITY INSURANCE COMPANYrecordkeeperRECORDKEEPER 64 Recordkeeping fees $20,061yes

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 20250912120737NAL0001923040001, received 2025-09-12.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: WONOLO INC.; SEC registrant: Wonolo Inc. (CIK 1636461, matched by EIN).