What public Form 5500 filings show about the Anaplan, Inc. 401(k) plan — and how to find and check your own account.
Anaplan, Inc. (EIN 27-0897861) reports ANAPLAN, INC. 401K PLAN on its most recent Form 5500, with $124.7M in plan assets across 849 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Anaplan, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Anaplan, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SILICON VALLEY RETIREMENT SERVICES, STRATEGIC ADVISORS.
