# New Relic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-relic-inc-401k-plan

> New Relic, INC.'s 401(k) plan: 1,124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Relic, INC.

- **Sponsor EIN:** 262017431

- **Sponsor Address:** 188 SPEAR STREET, SAN FRANCISCO, CA, 94105

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

- **Total Participants:** 1,124

- **Total Assets:** $255.8M

## 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|1,124|$255.8M|$7.3M|$24.7M|

| 2023|1,522|$220.2M|$9.0M|$27.0M|

| 2022|1,683|$171.7M|$8.7M|$25.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$89,758|—|$89,758|

| PENSION ASSURANCE LLP|ACCOUNTANT/AUDITOR|$18,500|—|$18,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,416|—|$17,416|

### 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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,674

- **Estimated Expense Ratio:** 0.049% 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|$125,674|$17,416|$1,800|$18,500|—|

| 2023|$41,922|$8,274|$1,500|—|—|

| 2022|$139,696|—|—|—|—|

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