Plan Snapshot
- Plan Sponsor: Crowdstrike, INC.
- Sponsor EIN: 453135639
- Sponsor Address: 150 MATHILDA PL, SUNNYVALE, CA, 94086
- Plan Type: 401(k)
- Total Participants: 5,604
- Total Assets: $481.2M
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 | 5,604 | $481.2M | $6.9M | $88.5M |
| 2023 | 4,670 | $320.8M | $5.6M | $66.8M |
| 2022 | 4,458 | $199.0M | $3.7M | $52.0M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $75,000 | — | $75,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $65,217 | — | $65,217 |
| MOSS ADAMS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,217
- Estimated Expense Ratio: 0.029% 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 | $128,402 | $75,000 | — | — | — |
| 2023 | $99,782 | $75,000 | $600 | — | — |
| 2022 | $92,477 | — | — | — | — |