Plan Ledger DOL Form 5500 · updated monthly

Asana Inc.401(k)

ASANA INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Asana Inc. reported $109,267 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.15% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 641st-largest of 9,483 plans among California employers on file, and the 941st of 11,654 in professional & technical services. In 2024, employees put in $6008.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$169,371,216
Participants with balances1,949
Active participants1,402
Employer contributions$5,025
Employee contributions$30,192,826
Employer contribution per active participant$4
Average account balance$86,902
Benefits paid to participants$13,619,636
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$169.4M · 1,949 accts · $5K emplr
2023$122.2M · 1,656 accts
2022$78.9M · 1,517 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,267
Total administrative$109,267
The Asana Inc. 401(k) match · 2024
Employer contribution per active participant$4
Median for plans this size$3,635

Asana Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$109,267

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$109,267 · 0.07%
2023$107,700 · 0.11%
2022$111,950 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
McAfee LLC CA$173.7M · 0.04%
Rutan & Tucker, LLP CA$170.6M · 0.01%
Infoblox, Inc. CA$170.5M · 0.14%
Ust Global Inc CA$169.6M · 0.35%
Servicetitan, Inc. CA$168.7M · 0.06%
Gigamon, Inc. CA$160.1M · 0.03%
Mightyhive Inc. CA$159.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263912448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.