How big is Asana Inc.'s plan?

Asana Inc.'s plan reported $169.4M in assets and 1,402 participants for 2024.

Original filing (PDF)20251014171743NAL0001694899001

Asana Inc.

Name: Asana Inc. — Asana Inc. 401(k) Plan, Form 5500 (2024)
Creator: Asana Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Asana Inc. 401(k) Plan

401(k) retirement plan · Asana Inc.'s Asana Inc. 401(k) Plan held $169.4M in plan assets for 1,402 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

1,402

Accounts w/ balance

1,949

Plan assets (EOY)

$169.4M

Net assets (EOY)

$169.4M

People on this filing

Marlo Ingram signed Asana Inc.'s 2024 Form 5500 as plan administrator.

Marlo Ingram — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Asana Inc.'s EIN is 26-3912448.

EIN 26-3912448

Plan number 001

Plan year 2024

ACK ID 20251014171743NAL0001694899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Asana Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Asana Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1166K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

ASANA INC.

EIN

all filings

Address

633 FOLSOM STREET · SUITE 100 · SAN FRANCISCO, CA · 94107

Phone

(415) 525-3888

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$109K	—

Investments

39 direct securities· $169.4M(100% of reported assets)

Mutual Funds

$104.7M

20 holdings

Common Collective Trusts

$51.7M

6 holdings

Other securities

$12.3M

11 holdings

Bonds / Notes

$550K

1 holding

Self-Directed Brokerage

$154K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$39.4M	23.3%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$30.0M	17.7%
Vanguard Institutional Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$21.5M	12.7%
Vanguard Institutional Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$19.0M	11.2%
Vanguard Institutional Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$9.8M	5.8%
T. Rowe Price Blue Chip Growth I Fund Mutual fund	Other securities	—	—	$6.6M	3.9%
Vanguard Institutional Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$5.0M	2.9%
Vanguard Institutional Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$4.8M	2.8%
Fidelity Mid CAP Index Fund Mutual fund	Common Collective Trusts	—	—	$3.4M	2.0%
Vanguard FTSE Social Index Admiral Mutual fund	Mutual Funds	—	—	$3.2M	1.9%
Fidelity Global ex US Index Fund Mutual fund	Common Collective Trusts	—	—	$3.1M	1.8%
MFS Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$2.7M	1.6%
Vanguard Institutional Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$2.5M	1.5%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.5M	1.5%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$2.2M	1.3%
MFS International Diversification Fund R6 Mutual fund	Mutual Funds	—	—	$2.0M	1.2%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$1.3M	0.8%
Dimentional Fund Advisors U.S. Targeted Value I Mutual fund	Other securities	—	—	$1.1M	0.6%
BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual fund	Other securities	—	—	$1.0M	0.6%
Victory Sycamore Established Value Fund Class R6 Mutual fund	Other securities	—	—	$915K	0.5%
John Hancock Bond Fund Class R6 Mutual fund	Other securities	—	—	$865K	0.5%
PIMCO Income Fund Institutional Class Mutual fund	Mutual Funds	—	—	$796K	0.5%
Janus Henderson Triton N Fund Mutual fund	Mutual Funds	—	—	$732K	0.4%
Principal Real Estate Securities Fund R6 Mutual fund	Other securities	—	—	$728K	0.4%
Vanguard International Value Fund Investor Shares Mutual fund	Mutual Funds	—	—	$611K	0.4%
Vanguard Treasury Money Market Fund Money market fund	Mutual Funds	—	—	$598K	0.4%
Fidelity International Capital Appreciation K6 Fund Mutual fund	Mutual Funds	—	—	$556K	0.3%
Participant loans 5.25% to 10.50%, various maturities	Bonds / Notes	—	—	$550K	0.3%
Vanguard Institutional Target Retirement 2070 Fund Mutual fund	Mutual Funds	—	—	$420K	0.2%
BlackRock High Yield Bond K Fund Mutual fund	Other securities	—	—	$352K	0.2%
Natixis Target Retirement 2050 Fund Class N Mutual fund	Other securities	—	—	$317K	0.2%
Vanguard Institutional Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$292K	0.2%
Vanguard Institutional Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$236K	0.1%
Natixis Target Retirement 2055 Fund Class N Mutual fund	Other securities	—	—	$208K	0.1%
Fidelity Government Money Market Fund Money market fund 19 * Brokeragelink Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$154K	<0.1%
Natixis Target Retirement 2045 Fund Class N Mutual fund	Other securities	—	—	$148K	<0.1%
PGIM Global Total Return R6 Fund Mutual fund	Other securities	—	—	$48K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$12K	<0.1%