Plan Snapshot
- Plan Sponsor: Anthropic Pbc
- Sponsor EIN: 861696045
- Sponsor Address: 548 MARKET ST, SAN FRANCISCO, CA, 941045401
- Plan Type: 401(k)
- Total Participants: 870
- Total Assets: $34.3M
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 | 870 | $34.3M | $6.4M | $10.7M |
| 2023 | 243 | $7.0M | $1.7M | $2.8M |
| 2022 | 68 | $1.1M | $328,450 | $551,392 |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $12,171 | — | $12,171 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $7,105 | $7,105 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,276
- Estimated Expense Ratio: 0.056% 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 | $15,568 | $13,789 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |