# Anaplan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/anaplan-inc-401k-plan

> Anaplan, INC.'s 401(k) plan: 849 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SILICON VALLEY RETIREMENT SERVICES](https://planprovider.pro/provider/silicon-valley-retirement-services-llc) — ADVISOR

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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