# Okta, INC. DC Plan
Source: https://planprovider.pro/companies/okta-inc-plan-001

> Okta, INC.'s DC plan: 3,718 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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