Workday, Inc. 401(k) Plan
Sponsored by Workday, Inc. · EIN 202480422 · Plan #001
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 12,750
- With balances
- 14,983
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 |
|---|---|---|
| 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 | $478,266 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $449,131 |
| The Segal Company Inc | Consulting (general), Other services | $304,457 |
| Abd Retirement Services, Inc. | Consulting (general), Investment advisory (plan) | $131,250 |