# Affirm, INC. 401(k) Plan
Source: https://planprovider.pro/companies/affirm-inc-401k-plan-002

> Affirm, INC.'s 401(k) plan: 1,571 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Affirm, INC.

- **Sponsor EIN:** 455413534

- **Sponsor Address:** 650 CALIFORNIA ST., SAN FRANCISCO, CA, 94108

- **Plan Type:** 401(k)

- **Total Participants:** 1,571

- **Total Assets:** $149.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,571|$149.6M|$0|$0|

| 2023|1,670|$121.9M|$0|$28.0M|

| 2022|2,288|$77.7M|$0|$27.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|ADVISOR|$25,888|—|$25,888|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,888

- **Estimated Expense Ratio:** 0.017% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$2,753|$9,038|—|—|—|

| 2023|$5,612|$12,944|—|—|—|

| 2022|$36,240|$1,562|—|—|—|

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