# Notion Labs, INC. 401(k) Plan
Source: https://planprovider.pro/companies/notion-labs-inc-401k-plan

> Notion Labs, INC.&#39;s 401(k) plan: 660 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Notion Labs, INC.

- **Sponsor EIN:** 455580473

- **Sponsor Address:** 2300 HARRISON ST, SAN FRANCISCO, CA, 941102013

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

- **Total Participants:** 660

- **Total Assets:** $52.2M

## 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|660|$52.2M|$4.4M|$10.5M|

| 2023|377|$27.9M|$3.1M|$7.0M|

| 2022|357|$11.1M|$1.9M|$4.1M|

## 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|$21,680|—|$21,680|

| SILICON VALLEY ACCOUNTANCY CORP|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,680

- **Estimated Expense Ratio:** 0.042% 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|$25,711|$4,031|—|—|—|

| 2023|$23,582|$318|—|—|—|

| 2022|$37,260|$37,260|—|—|—|

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