Original filing (PDF)20251010172516NAL0008531953001

SAMSARA INC.

Name: SAMSARA INC. — SAMSARA 401(K) PLAN, Form 5500 (2024)
Creator: SAMSARA INC.

Form 5500

FILING_RECEIVED

SAMSARA 401(K) PLAN

401(k) retirement plan

Active participants

2,550

Accounts w/ balance

3,342

Plan assets (EOY)

$240.1M

Net assets (EOY)

$240.1M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (4 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMSARA INC..

Plan sponsor

Name

SAMSARA INC.

EIN

47-3100039

Address

1 DE HARO STREET · SAN FRANCISCO, CA · 94107

Phone

(415) 985-2400

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2025-10-10

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$44K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION ASSURANCE LLP	30-0840934	—	ACCOUNTANT/AUDITOR	$16K	—

Investments

33 direct securities· $239.7M(100% of reported assets)

Uncategorized

$239.4M

32 holdings

Common Stocks

$269K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
FID FDM IDX 2055 IPR	—	2,152,840.337	$41.0M	$46.0M	19.2%
FID 500 INDEX	—	186,243.45	$30.1M	$38.0M	15.8%
FID FDM IDX 2060 IPR	—	1,547,434.229	$25.0M	$28.0M	11.7%
FID FDM IDX 2050 IPR	—	953,881.272	$22.1M	$24.8M	10.3%
FID TOTAL MKT IDX	—	102,734.066	$13.0M	$16.6M	6.9%
FID LG CAP GR IDX	—	417,781.793	$11.9M	$16.4M	6.8%
FID FDM IDX 2045 IPR	—	583,518.017	$13.5M	$15.1M	6.3%
FID MID CAP IDX	—	242,453.434	$7.4M	$8.2M	3.4%
FID FDM IDX 2040 IPR	—	297,177.401	$6.6M	$7.3M	3.0%
FID TOTAL INTL IDX	—	465,336.038	$6.2M	$6.2M	2.6%
FID US BOND IDX	—	547,958.098	$5.8M	$5.6M	2.3%
FID FDM IDX 2065 IPR	—	368,776.192	$4.9M	$5.4M	2.3%
FID FDM IDX 2035 IPR	—	173,220.817	$3.7M	$4.0M	1.7%
FID SM CAP IDX	—	115,966.786	$3.0M	$3.2M	1.3%
AF NEW PERSPECT R6	—	44,480.716	$2.6M	$2.8M	1.2%
BLKRK EQUITY DIV K	—	137,565.673	$2.7M	$2.6M	1.1%
FID EMRG MKTS IDX	—	246,443.091	$2.6M	$2.6M	1.1%
JPM INTL EQUITY R6	—	72,639.827	$1.4M	$1.4M	0.6%
GABELLI US MM I	—	1,215,785.97	$1.2M	$1.2M	0.5%
OUTSTANDING LOAN BALANCE	—	—	—	$1.2M	0.5%
FID REAL ESTATE IDX	—	59,702.727	$940K	$962K	0.4%
FID FDM IDX 2030 IPR	—	42,225.275	$807K	$852K	0.4%
CASH	—	—	$373K	$373K	0.2%
COMMON STOCK	Common Stocks	—	$236K	$269K	0.1%
FID INTL BOND INDEX	—	20,873.914	$199K	$194K	<0.1%
FID FDM IDX 2025 IPR	—	9,540.038	$168K	$177K	<0.1%
FID FDM IDX 2020 IPR	—	9,123.49	$144K	$144K	<0.1%
FID FDM IDX INC IPR	—	3,788.693	$44K	$44K	<0.1%
FIDELITY FUND	—	—	$39K	$42K	<0.1%
FID FDM IDX 2010 IPR	—	1,287.547	$17K	$17K	<0.1%
FID FDM IDX 2015 IPR	—	891.568	$13K	$13K	<0.1%
NON INTEREST BEARING CASH	—	—	—	$7K	<0.1%
FID FDM IDX 2070 IPR	—	59.022	$622	$610	<0.1%