Civic Intelligence

Wealthfront Inc

Plan context: Wealthfront Inc 401(K) Plan

EIN 20-8280144 • 16 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

316

2024 Assets

$32,862,800

2024 Contributions

$5,960,464

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$32,862,800$16,431,400$0201620202024YearValue
$32,862,800Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3161580201620202024YearValue
316Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242316$32,862,800$5,960,464$18,862iApproximate average salary by contribution assumption: employee only about $471,556 at 4% or $314,370 at 6%; with 50% employer match about $314,370 at 4% or $209,580 at 6%; with 100% employer match about $235,778 at 4% or $157,185 at 6%.
Wealthfront Inc 401(K) Plan-316$32,862,800$5,960,464$18,862iApproximate average salary by contribution assumption: employee only about $471,556 at 4% or $314,370 at 6%; with 50% employer match about $314,370 at 4% or $209,580 at 6%; with 100% employer match about $235,778 at 4% or $157,185 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-309---
20232256$24,079,554$4,352,970$17,004iApproximate average salary by contribution assumption: employee only about $425,095 at 4% or $283,396 at 6%; with 50% employer match about $283,396 at 4% or $188,931 at 6%; with 100% employer match about $212,547 at 4% or $141,698 at 6%.
Wealthfront Inc 401(K) Plan-256$24,079,554$4,352,970$17,004iApproximate average salary by contribution assumption: employee only about $425,095 at 4% or $283,396 at 6%; with 50% employer match about $283,396 at 4% or $188,931 at 6%; with 100% employer match about $212,547 at 4% or $141,698 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-252---
20222254$17,463,984$3,591,622$14,140iApproximate average salary by contribution assumption: employee only about $353,506 at 4% or $235,671 at 6%; with 50% employer match about $235,671 at 4% or $157,114 at 6%; with 100% employer match about $176,753 at 4% or $117,835 at 6%.
Wealthfront Inc 401(K) Plan-242$17,463,984$3,591,622$14,841iApproximate average salary by contribution assumption: employee only about $371,035 at 4% or $247,357 at 6%; with 50% employer match about $247,357 at 4% or $164,905 at 6%; with 100% employer match about $185,518 at 4% or $123,678 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-254---
20212242$18,143,611$3,336,587$13,788iApproximate average salary by contribution assumption: employee only about $344,689 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,195 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
Wealthfront Inc 401(K) Plan-242$18,143,611$3,336,587$13,788iApproximate average salary by contribution assumption: employee only about $344,689 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,195 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-226---
20202203$13,257,675$3,244,064$15,981iApproximate average salary by contribution assumption: employee only about $399,515 at 4% or $266,344 at 6%; with 50% employer match about $266,344 at 4% or $177,562 at 6%; with 100% employer match about $199,758 at 4% or $133,172 at 6%.
Wealthfront Inc 401(K) Plan-200$13,257,675$3,244,064$16,220iApproximate average salary by contribution assumption: employee only about $405,508 at 4% or $270,339 at 6%; with 50% employer match about $270,339 at 4% or $180,226 at 6%; with 100% employer match about $202,754 at 4% or $135,169 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-203---
20192193$8,652,811$2,479,488$12,847iApproximate average salary by contribution assumption: employee only about $321,177 at 4% or $214,118 at 6%; with 50% employer match about $214,118 at 4% or $142,745 at 6%; with 100% employer match about $160,589 at 4% or $107,059 at 6%.
Wealthfront Inc 401(K) Plan-192$8,652,811$2,479,488$12,914iApproximate average salary by contribution assumption: employee only about $322,850 at 4% or $215,233 at 6%; with 50% employer match about $215,233 at 4% or $143,489 at 6%; with 100% employer match about $161,425 at 4% or $107,617 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-193---
20181167$5,113,108$1,908,011$11,425iApproximate average salary by contribution assumption: employee only about $285,630 at 4% or $190,420 at 6%; with 50% employer match about $190,420 at 4% or $126,947 at 6%; with 100% employer match about $142,815 at 4% or $95,210 at 6%.
Wealthfront Inc 401(K) Plan-167$5,113,108$1,908,011$11,425iApproximate average salary by contribution assumption: employee only about $285,630 at 4% or $190,420 at 6%; with 50% employer match about $190,420 at 4% or $126,947 at 6%; with 100% employer match about $142,815 at 4% or $95,210 at 6%.
20172152$3,989,121$1,627,276$10,706iApproximate average salary by contribution assumption: employee only about $267,644 at 4% or $178,429 at 6%; with 50% employer match about $178,429 at 4% or $118,953 at 6%; with 100% employer match about $133,822 at 4% or $89,215 at 6%.
Wealthfront Inc 401(K) Plan-152$3,989,121$1,627,276$10,706iApproximate average salary by contribution assumption: employee only about $267,644 at 4% or $178,429 at 6%; with 50% employer match about $178,429 at 4% or $118,953 at 6%; with 100% employer match about $133,822 at 4% or $89,215 at 6%.
Wealthfront Corporation Health and Welfare Benefits Plan-150---
20161134$2,018,845$1,022,414$7,630iApproximate average salary by contribution assumption: employee only about $190,749 at 4% or $127,166 at 6%; with 50% employer match about $127,166 at 4% or $84,777 at 6%; with 100% employer match about $95,374 at 4% or $63,583 at 6%.
Wealthfront Inc 401(K) Plan-134$2,018,845$1,022,414$7,630iApproximate average salary by contribution assumption: employee only about $190,749 at 4% or $127,166 at 6%; with 50% employer match about $127,166 at 4% or $84,777 at 6%; with 100% employer match about $95,374 at 4% or $63,583 at 6%.