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

> Salesloft, INC.'s 401(k) plan: 642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 453274471

- **Sponsor Address:** 1180 W PEACHTREE ST NW SUITE 2400, ATLANTA, GA, 30309

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

- **Total Participants:** 642

- **Total Assets:** $59.4M

## 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|642|$59.4M|$3.1M|$8.0M|

| 2023|557|$40.3M|$2.9M|$7.0M|

| 2022|717|$26.9M|$3.0M|$7.0M|

## 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|

| NFP RETIREMENT INC|ADVISOR|$113,243|—|$113,243|

| STRATEGIC ADVISORS, INC.|ADVISOR|$13,863|—|$13,863|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,694|—|$5,694|

| DOEREN MAYHEW & CO., P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

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

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

- [DOEREN MAYHEW & CO., P.C.](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,800

- **Estimated Expense Ratio:** 0.224% 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|$132,799|$127,105|—|—|—|

| 2023|$90,713|$84,925|—|—|—|

| 2022|$62,016|$4,323|—|—|—|

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