Plan Snapshot
- Plan Sponsor: Asana INC.
- Sponsor EIN: 263912448
- Sponsor Address: 633 FOLSOM STREET, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 1,402
- Total Assets: $169.4M
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 | 1,402 | $169.4M | $5,025 | $30.2M |
| 2023 | 1,401 | $122.2M | $0 | $26.5M |
| 2022 | 1,395 | $78.9M | $0 | $24.5M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $109,267 | — | — | — | — |
| 2023 | $107,700 | — | — | — | — |
| 2022 | $111,950 | — | — | — | — |