# Sofi Technologies 401(k) Plan
Source: https://planprovider.pro/companies/social-finance-inc-plan-001

> Sofi Technologies's 401(k) plan: 3,688 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sofi Technologies

- **Sponsor EIN:** 452499523

- **Sponsor Address:** 234 1ST STREET, SAN FRANCISCO, CA, 94105

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

- **Total Participants:** 3,688

- **Total Assets:** $192.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|3,688|$192.9M|$26,250|$34.7M|

| 2023|3,240|$139.7M|$73|$28.7M|

| 2022|2,911|$89.3M|$0|$22.9M|

## 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|

| CROWE, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$61,799|—|—|—|—|

| 2023|$35,526|—|—|—|—|

| 2022|$23,884|—|$23,884|—|—|

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