IBOTTA, INC. 401(k) Plan
What public Form 5500 filings show about the IBOTTA, INC. 401(k) plan — and how to find and check your own account.
The IBOTTA, INC. 401(k) on its latest Form 5500
IBOTTA, INC. (EIN 35-2426358) reports IBOTTA, INC. 401(K) PLAN on its most recent Form 5500, with $64.9M in plan assets across 961 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full IBOTTA, INC. filing — schedules, fees, and providers.
Who runs the IBOTTA, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your IBOTTA, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY INVESTMENTS INSTITUTIONAL, MORNINGSTAR INVESTMENT MANAGEMENT L.
How to check your IBOTTA, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask IBOTTA, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).