# Samsara INC. 401(k) Plan
Source: https://planprovider.pro/companies/samsara-inc-401k-plan

> Samsara INC.'s 401(k) plan: 2,550 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/samsara-inc-401k-plan)

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