Plan Snapshot
- Plan Sponsor: Samsara INC.
- Sponsor EIN: 473100039
- Sponsor Address: 1 DE HARO STREET, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 2,550
- Total Assets: $240.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,550 | $240.1M | $13.0M | $36.3M |
| 2023 | 2,206 | $157.6M | $10.4M | $27.2M |
| 2022 | 1,858 | $94.0M | $7.8M | $17.8M |
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 | $44,112 | — | $44,112 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,629 | — | $26,629 |
| PENSION ASSURANCE LLP | ACCOUNTANT/AUDITOR | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PENSION ASSURANCE LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,741
- Estimated Expense Ratio: 0.036% 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 | $86,691 | $44,112 | $1,200 | $16,000 | — |
| 2023 | $94,916 | $52,499 | $300 | $14,500 | — |
| 2022 | $79,698 | $8,566 | — | — | — |