# Asana INC. 401(k) Plan
Source: https://planprovider.pro/companies/asana-inc-401k-plan

> Asana INC.'s 401(k) plan: 1,402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$109,267|—|$109,267|

| BPM 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

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,267

- **Estimated Expense Ratio:** 0.065% 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|$109,267|—|—|—|—|

| 2023|$107,700|—|—|—|—|

| 2022|$111,950|—|—|—|—|

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