# Shopify (Usa), INC. 401(k) Plan
Source: https://planprovider.pro/companies/shopify-usa-inc-plan-001

> Shopify (Usa), INC.'s 401(k) plan: 2,044 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shopify (Usa), INC.

- **Sponsor EIN:** 471039071

- **Sponsor Address:** 148 LAFAYETTE STREET, NEW YORK, NY, 10013

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

- **Total Participants:** 2,044

- **Total Assets:** $175.7M

## 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|2,044|$175.7M|$5.7M|$28.1M|

| 2023|1,670|$120.8M|$6.3M|$27.3M|

| 2022|2,482|$81.5M|$7.3M|$27.1M|

## 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|

| MOSS ADAMS|Auditor|$31,875|—|$31,875|

### Verified Provider Profiles

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

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,875

- **Estimated Expense Ratio:** 0.018% 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|$165,416|$74,720|$300|$31,875|—|

| 2023|$157,755|$35,942|—|—|—|

| 2022|$269,528|$29,438|$240,090|—|—|

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