Plan Snapshot
- Plan Sponsor: Uipath, INC.
- Sponsor EIN: 474333187
- Sponsor Address: ONE VANDERBILT AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,670
- Total Assets: $246.3M
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. |
|---|---|---|---|---|
| 2025 | 1,670 | $246.3M | $0 | $0 |
| 2024 | 1,139 | $202.2M | $11.6M | $27.5M |
| 2023 | 1,284 | $148.2M | $10.8M | $24.8M |
| 2022 | 1,187 | $95.7M | $10.3M | $23.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $63,141 | — | $63,141 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $56,060 | — | $56,060 |
| SEQUOIA 401K ADVISORY SERVICE | Investment Advisor | $27,183 | — | $27,183 |
| SENSIBA LLP | Investment Advisor | $19,800 | — | $19,800 |
| TRUCKER HUSS, A PROFESSIONAL CORPO | ERISA Attorney | $6,345 | — | $6,345 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,529
- Estimated Expense Ratio: 0.070% 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 |
|---|---|---|---|---|---|
| 2025 | $34,696,793 | $63,141 | — | — | — |
| 2024 | $65,220 | $51,137 | $600 | — | — |
| 2023 | $15,355 | $32,154 | — | — | — |
| 2022 | $34,309 | $20,780 | — | — | — |