# Workday, INC. DC Plan
Source: https://planprovider.pro/companies/workday-inc-plan-001

> Workday, INC.&#39;s DC plan: 12,750 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Workday, INC.

- **Sponsor EIN:** 202480422

- **Sponsor Address:** 6110 STONERIDGE MALL RD., PLEASANTON, CA, 94588

- **Plan Type:** DC

- **Total Participants:** 12,750

- **Total Assets:** $2.6B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12,750|$2.6B|$69.7M|$251.2M|

| 2023|12,114|$2.0B|$63.7M|$223.7M|

| 2022|11,805|$1.4B|$54.9M|$195.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$478,266|—|$478,266|

| STRATEGIC ADVISORS, INC.|ADVISOR|$449,131|—|$449,131|

| THE SEGAL COMPANY INC|CONSULTANT|$304,457|—|$304,457|

| ABD RETIREMENT SERVICES, INC.|CONSULTANT|$131,250|—|$131,250|

| MILLER, KAPLAN, ARASE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [THE SEGAL COMPANY INC](https://planprovider.pro/provider/milliman) — CONSULTANT

- [MILLER, KAPLAN, ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,363,104

- **Estimated Expense Ratio:** 0.052% 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|$1,324,444|$449,131|$900|—|—|

| 2023|$989,522|$331,641|$1,500|—|—|

| 2022|$1,219,344|$311,958|—|—|—|

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