# Automattic INC. 401(k) Plan
Source: https://planprovider.pro/companies/automattic-inc-401k-plan

> Automattic INC.'s 401(k) plan: 687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automattic INC.

- **Sponsor EIN:** 202602536

- **Sponsor Address:** 60 29TH STREET #343, SAN FRANCISCO, CA, 94110

- **Plan Type:** 401(k)

- **Total Participants:** 687

- **Total Assets:** $140.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|687|$140.7M|$7.0M|$10.4M|

| 2023|788|$112.9M|$6.8M|$10.2M|

| 2022|856|$83.9M|$6.7M|$9.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BETTERMENT|RECORDKEEPER|$14,804|—|$14,804|

| CHARLES W. SNADER, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES W. SNADER, PC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,804

- **Estimated Expense Ratio:** 0.011% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,804|—|—|—|—|

| 2023|$3,451|—|$3,451|—|—|

| 2022|$2,850|—|$2,850|—|—|

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