# Domo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/domo-inc-401k-plan

> Domo, INC.'s 401(k) plan: 687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Domo, INC.

- **Sponsor EIN:** 870554725

- **Sponsor Address:** 802 EAST 1050 SOUTH, AMERICAN FORK, UT, 840035625

- **Plan Type:** 401(k)

- **Total Participants:** 687

- **Total Assets:** $123.4M

## 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|687|$123.4M|$4.0M|$8.1M|

| 2023|741|$105.6M|$4.3M|$8.6M|

| 2022|762|$82.8M|$4.5M|$8.8M|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$44,995|—|$44,995|

| LEAFHOUSE|INVESTMENT ADVISOR|$43,821|—|$43,821|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$41,652|—|$41,652|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,260|—|$21,260|

| TANNER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [TANNER LLC](https://planprovider.pro/provider/tanner-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $151,728

- **Estimated Expense Ratio:** 0.123% 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|$151,510|$110,076|$2,100|—|—|

| 2023|$129,166|$94,556|$300|—|—|

| 2022|$119,395|$6,427|—|—|—|

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