Plan Snapshot
- Plan Sponsor: Paypal Holdings, INC.
- Sponsor EIN: 472989869
- Sponsor Address: 2211 NORTH FIRST STREET, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 9,046
- Total Assets: $2.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 9,046 | $2.2B | $58.7M | $126.7M |
| 2023 | 10,382 | $2.0B | $63.7M | $136.8M |
| 2022 | 11,921 | $1.6B | $67.4M | $143.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $702,129 | — | $702,129 |
| FALCON WEALTH PLANNING INC | NONE | $13,509 | — | $13,509 |
| GERBER KAWASAKI WEALTH & | NONE | $6,475 | — | $6,475 |
| ERNST & YOUNG U.S. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- ERNST & YOUNG U.S. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $722,113
- Estimated Expense Ratio: 0.032% 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 | $741,244 | $190,960 | — | — | — |
| 2023 | $769,886 | $211,201 | — | — | — |
| 2022 | $635,126 | $21,622 | — | — | — |