Plan Snapshot
- Plan Sponsor: Netflix, INC.
- Sponsor EIN: 770467272
- Sponsor Address: 121 ALBRIGHT WAY, LOS GATOS, CA, 95032
- Plan Type: 401(k)
- Total Participants: 8,780
- Total Assets: $2.3B
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 | 8,780 | $2.3B | $84.0M | $210.2M |
| 2023 | 7,815 | $1.8B | $76.2M | $182.0M |
| 2022 | 7,513 | $1.3B | $72.1M | $166.7M |
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 | $205,887 | — | $205,887 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $121,990 | — | $121,990 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $56,210 | — | $56,210 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $42,735 | — | $42,735 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MERCER INVESTMENTS LLC — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $426,822
- Estimated Expense Ratio: 0.018% 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 | $377,214 | $121,990 | $1,500 | $42,735 | — |
| 2023 | $245,466 | $68,817 | $4,500 | $27,825 | — |
| 2022 | $306,394 | $29,710 | — | — | — |