Plan Snapshot
- Plan Sponsor: Anaplan, INC.
- Sponsor EIN: 270897861
- Sponsor Address: 50 HAWTHORNE, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 849
- Total Assets: $124.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 849 | $124.7M | $3.7M | $15.2M |
| 2023 | 834 | $103.1M | $6.4M | $18.0M |
| 2022 | 1,263 | $77.9M | $2.4M | $19.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $98,678 | — | $98,678 |
| SILICON VALLEY RETIREMENT SERVICES | ADVISOR | $47,764 | — | $47,764 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $38,890 | — | $38,890 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SILICON VALLEY RETIREMENT SERVICES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,332
- Estimated Expense Ratio: 0.149% 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 | $185,267 | $86,654 | — | — | — |
| 2023 | $177,923 | $78,079 | — | — | — |
| 2022 | $147,517 | $20,367 | — | — | — |