Plan Snapshot
- Plan Sponsor: Mongodb, INC.
- Sponsor EIN: 261463205
- Sponsor Address: 228 PARK AVENUE S. #PMB 62572, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 2,649
- Total Assets: $246.6M
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 | 2,649 | $246.6M | $0 | $44.0M |
| 2023 | 2,464 | $180.4M | $12,408 | $34.3M |
| 2022 | 2,302 | $123.1M | $0 | $29.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,054 | — | — | — | — |
| 2023 | $43,143 | — | — | — | — |
| 2022 | $15,036 | — | — | — | — |