Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXPONENT PARTNERS
EIN 20-2515856information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
150
50 CALIFORNIA ST, SUITE 1500 - SAN FRANCISCO, CA 94111800-918-2917exponentpartners.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 150 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXPONENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$9.6M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.1M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXPONENT PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $9.6M | 71 | 2025 | |
| 002 | EXPONENT PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.1M | 79 | 2024 |
Retirement plans