# Pagerduty, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pagerduty-inc-401k-plan

> Pagerduty, INC.'s 401(k) plan: 697 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pagerduty, INC.

- **Sponsor EIN:** 272793810

- **Sponsor Address:** 600 TOWNSEND ST. #200, SAN FRANCISCO, CA, 94103

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

- **Total Participants:** 697

- **Total Assets:** $87.6M

## 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|697|$87.6M|$2.4M|$11.3M|

| 2023|715|$66.2M|$3.1M|$11.0M|

| 2022|772|$43.4M|$2.4M|$10.3M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,624|—|$17,624|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,177|—|$15,177|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,801

- **Estimated Expense Ratio:** 0.037% 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|$32,801|$17,624|$300|—|—|

| 2023|$71,022|$12,120|—|—|—|

| 2022|$76,761|$7,891|—|—|—|

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