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

> Surveymonkey INC.'s 401(k) plan: 524 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Surveymonkey INC.

- **Sponsor EIN:** 371581003

- **Sponsor Address:** 910 PARK PL STE 300, SAN MATEO, CA, 94403

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

- **Total Participants:** 524

- **Total Assets:** $126.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|524|$126.3M|$2.3M|$9.0M|

| 2023|578|$112.4M|$2.7M|$10.7M|

| 2022|835|$92.8M|$2.9M|$12.5M|

## 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|$23,669|—|$23,669|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,446|—|$8,446|

| MILLER KAPLAN ARASE 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

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,115

- **Estimated Expense Ratio:** 0.025% 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|$32,115|$8,446|—|—|—|

| 2023|$28,929|$4,500|$600|—|—|

| 2022|$46,063|$1,193|—|—|—|

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