# Sas Institute INC. 401(k) Plan
Source: https://planprovider.pro/companies/sas-institute-inc-401k-plan

> Sas Institute INC.&#39;s 401(k) plan: 6,265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sas Institute INC.

- **Sponsor EIN:** 561133017

- **Sponsor Address:** SAS CAMPUS DRIVE, CARY, NC, 27513

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

- **Total Participants:** 6,265

- **Total Assets:** $3.7B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|6,265|$3.7B|$58.9M|$103.0M|

| 2023|6,175|$3.3B|$55.2M|$98.1M|

| 2022|6,254|$2.8B|$52.1M|$87.2M|

## 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|

| BDO USA, P.C.|Auditor|$23,000|—|$23,000|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,000

- **Estimated Expense Ratio:** 0.001% 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|-$954,340|—|$4,800|$23,000|—|

| 2023|-$556,180|—|$3,300|—|—|

| 2022|-$340,354|—|—|—|—|

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