# Ibotta, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ibotta-inc-401k-plan

> Ibotta, INC.'s 401(k) plan: 961 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibotta, INC.

- **Sponsor EIN:** 352426358

- **Sponsor Address:** 1801 CALIFORNIA ST, DENVER, CO, 802022616

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

- **Total Participants:** 961

- **Total Assets:** $64.9M

## 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|961|$64.9M|$3.7M|$8.9M|

| 2023|891|$51.0M|$2.7M|$7.9M|

| 2022|1,007|$33.6M|$2.7M|$6.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$93,096|—|$93,096|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$41,212|—|$41,212|

| EIDE BAILLY 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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,308

- **Estimated Expense Ratio:** 0.207% 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|$133,739|—|—|—|—|

| 2023|$211,655|—|$211,647|—|—|

| 2022|$164,477|—|$164,467|—|—|

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