Plan Snapshot
- Plan Sponsor: Salesforce, INC.
- Sponsor EIN: 943320693
- Sponsor Address: 415 MISSION STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 36,537
- Total Assets: $9.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 36,537 | $9.1B | $188.9M | $758.2M |
| 2023 | 36,689 | $7.3B | $195.5M | $716.4M |
| 2022 | 41,578 | $5.7B | $216.8M | $727.1M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,513,574 | $1,028,275 | $10,500 | — | — |
| 2023 | $1,470,827 | $838,403 | $13,800 | — | — |
| 2022 | $2,121,654 | $769,290 | — | — | — |