Anaplan, Inc. 401 K Plan
Sponsored by Anaplan, Inc. · EIN 270897861 · Plan #001 · San Francisco, CA
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 849
- With balances
- 1,505
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Silicon Valley Retirement Services, Llc CRD 154756 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $98,678 |
| Silicon Valley Retirement Services | Investment advisory (plan) | $47,764 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $38,890 |