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

> Experian, INC.'s 401(k) plan: 6,165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 311343192

- **Sponsor Address:** 475 ANTON BLVD, COSTA MESA, CA, 92626

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

- **Total Participants:** 6,165

- **Total Assets:** $1.7B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|6,165|$1.7B|$34.0M|$73.3M|

| 2023|6,456|$1.5B|$33.5M|$72.2M|

| 2022|6,541|$1.2B|$31.4M|$65.4M|

## 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|$313,361|—|$313,361|

| CONCURRENT INVESTMENT ADVISORS, LL|INVESTMENT ADVISOR|$70,000|—|$70,000|

| MARSH & MCLENNAN COMPANIES, INC|CONSULTANT|$34,483|—|$34,483|

| MOSS ADAMS|ACCOUNTANT/AUDITOR|$22,050|—|$22,050|

| BAKER TILLY US|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

- [MARSH & MCLENNAN COMPANIES, INC](https://planprovider.pro/provider/marsh-mclennan-agency) — CONSULTANT

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US](https://planprovider.pro/provider/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:** $439,894

- **Estimated Expense Ratio:** 0.026% 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|$442,083|—|$2,700|—|—|

| 2023|$499,517|$52,500|$3,300|$42,000|—|

| 2022|$399,804|—|—|—|—|

## Similar Plans

- [Affirm, INC.](https://planprovider.pro/companies/affirm-inc-401k-plan-002) — 1,670 participants

- [Hyundai Capital America](https://planprovider.pro/companies/hyundai-capital-america-401k-plan) — 1,603 participants

- [Continental Currency Services, INC.](https://planprovider.pro/companies/continental-currency-services-401k-plan) — 464 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/experian-inc-401k-plan)

© 2026 PlanProvider.Pro