Plan Snapshot
- Plan Sponsor: Cloudflare, INC.
- Sponsor EIN: 270805829
- Sponsor Address: 101 TOWNSEND, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 2,380
- Total Assets: $177.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,380 | $177.8M | $0 | $34.4M |
| 2023 | 2,093 | $120.3M | $152 | $25.9M |
| 2022 | 1,880 | $74.4M | $4,397 | $21.2M |
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 | $110,869 | — | $110,869 |
| NEWFRONT RETIREMENT SERVICES INC | ADVISOR | $65,250 | — | $65,250 |
| THE STANDARD INSURANCE COMPANY | INVESTMENT MANAGEMENT | $49,996 | — | $49,996 |
| 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
- 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: $226,115
- Estimated Expense Ratio: 0.127% 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 | $226,115 | $65,250 | — | — | — |
| 2023 | $211,946 | $59,875 | $300 | — | — |
| 2022 | $176,686 | — | — | — | — |