Plan Snapshot
- Plan Sponsor: Okta, INC.
- Sponsor EIN: 264175727
- Sponsor Address: 100 FIRST STREET 6TH FLOOR, SAN FRANCISCO, CA, 94105
- Plan Type: DC
- Total Participants: 3,718
- Total Assets: $544.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,718 | $544.7M | $18.2M | $69.1M |
| 2023 | 4,030 | $420.5M | $19.4M | $68.1M |
| 2022 | 4,352 | $284.3M | $17.4M | $63.6M |
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 | $70,456 | — | $70,456 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $27,300 | — | $27,300 |
| BAKER TILLY US, LLP | Auditor | $27,300 | — | $27,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- 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: $125,056
- Estimated Expense Ratio: 0.023% 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 | $83,192 | — | — | $27,300 | — |
| 2023 | $14,531 | — | $1,200 | — | — |
| 2022 | $21,202 | — | — | — | — |