Plan Snapshot
- Plan Sponsor: Coinbase, INC.
- Sponsor EIN: 455293997
- Sponsor Address: 100 PINE ST. #1250, SAN FRANCISCO, CA, 94111
- Plan Type: DC
- Total Participants: 2,457
- Total Assets: $328.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,457 | $328.2M | $5.6M | $56.0M |
| 2023 | 2,339 | $234.1M | $5.0M | $49.9M |
| 2022 | 3,131 | $158.2M | $6.9M | $59.4M |
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 | $175,228 | — | $175,228 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $60,573 | — | $60,573 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,801
- Estimated Expense Ratio: 0.072% 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 | $226,682 | $60,573 | — | — | — |
| 2023 | $139,127 | $47,567 | — | — | — |
| 2022 | $309,020 | $33,965 | — | — | — |