# Bill Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bill-holdings-inc-401k-plan

> Bill Holdings, INC.'s 401(k) plan: 2,348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bill Holdings, INC.

- **Sponsor EIN:** 832661725

- **Sponsor Address:** 6220 AMERICA CENTER DRIVE,, SAN JOSE, CA, 95002

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

- **Total Participants:** 2,348

- **Total Assets:** $143.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2,348|$143.4M|$6,438|$25.4M|

| 2023|2,321|$108.0M|$25,064|$25.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$105,540|—|$105,540|

| STRATEGIC ADVISORS, INC.|ADVISOR|$29,109|—|$29,109|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,649

- **Estimated Expense Ratio:** 0.094% 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|$133,824|$29,109|—|—|—|

| 2023|$67,239|$20,636|$300|—|—|

## Similar Plans

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-008) — 2,429 participants

- [Andersen Tax LLC](https://planprovider.pro/companies/andersen-tax-llc-401k-plan) — 2,168 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-021) — 2,143 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-031) — 2,618 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-025) — 1,506 participants

- [Warners Food Management INC.](https://planprovider.pro/companies/warners-food-management-inc-plan) — 3,230 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bill-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro