Plan Snapshot
- Plan Sponsor: Etsy, INC.
- Sponsor EIN: 204898921
- Sponsor Address: 117 ADAMS STREET, BROOKLYN, NY, 11201
- Plan Type: 401(k)
- Total Participants: 1,607
- Total Assets: $264.2M
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 | 1,607 | $264.2M | $8.6M | $28.6M |
| 2023 | 1,849 | $213.8M | $9.9M | $30.4M |
| 2022 | 1,827 | $142.6M | $8.1M | $25.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RECORDKEEPER | $313,618 | — | $313,618 |
| DOPKINS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- DOPKINS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $313,618
- Estimated Expense Ratio: 0.119% 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 | $313,618 | $16,581 | $297,037 | — | — |
| 2023 | $258,847 | $11,315 | $247,532 | — | — |
| 2022 | $236,125 | $5,161 | $230,964 | — | — |