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Original filing (PDF)20251010082254NAL0004066755001
BOTTOMLINE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
BOTTOMLINE TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
1,267
Accounts w/ balance
1,818
Plan assets (EOY)
$242.2M
Net assets (EOY)
$242.2M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOTTOMLINE TECHNOLOGIES, INC..
Plan sponsor
Name
BOTTOMLINE TECHNOLOGIES, INC.
EIN
02-0433294
Address
325 CORPORATE DRIVE · PORTSMOUTH, NH · 03801
Phone
(603) 501-5283
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISOR | $53K | — |
| WEALTH ENHANCEMENT GROUP | 41-2016508 | — | ADVISOR | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOIVIN & ASSOCIATES | 27-1516157 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
33 direct securities· $240.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $37.7M | 15.6% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $25.6M | 10.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $20.8M | 8.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 " | — | — | — | $20.8M | 8.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 " | — | — | — | $15.9M | 6.6% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 " | — | — | — | $14.7M | 6.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 " | — | — | — | $12.5M | 5.2% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 " | — | — | — | $12.2M | 5.0% | |
| Dodge & Cox Stock Fund Class I " | — | — | — | $11.6M | 4.8% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 " | — | — | — | $10.2M | 4.2% | |
| Vanguard Federal Money Market Fund Investor Shares " | — | — | — | $7.9M | 3.3% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 " | — | — | — | $7.4M | 3.1% | |
| Fidelity Balanced K6 Fund " | — | — | — | $7.3M | 3.0% | |
| Fidelity International Index Fund " | — | — | — | $5.6M | 2.3% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 " | — | — | — | $5.4M | 2.2% | |
| Fidelity Strategic Income Fund " | — | — | — | $4.1M | 1.7% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares " | — | — | — | $2.3M | 1.0% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 " | — | — | — | $2.1M | 0.9% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $2.1M | 0.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $2.0M | 0.8% | |
| Fidelity Large Cap Value Index Fund " | — | — | — | $1.7M | 0.7% | |
| Brokerage Link Self-directed brokerage accounts | — | — | — | $1.6M | 0.7% | |
| Fidelity Global ex U.S. Index Fund " | — | — | — | $1.6M | 0.6% | |
| Calvert Short Duration Income Fund Class I " ** 478 American Funds 2065 Target Date Retirement Fund Class R-6 " | — | — | — | $1.5M | 0.6% | |
| Vanguard Commodity Strategy Fund Admiral Shares " | — | — | — | $1.4M | 0.6% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares " | — | — | — | $1.4M | 0.6% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 " | — | — | — | $1.3M | 0.5% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 " | — | — | — | $1.1M | 0.5% | |
| Fidelity Total Market Index Fund " | — | — | — | $289K | 0.1% | |
| Vanguard FTSE All-World ex-US Small Capital Index Fund Admiral Shares Mutual fund | — | — | — | $206K | <0.1% | |
| DFA Real Estate Securities Portfolio Institutional Class " | — | — | — | $158K | <0.1% | |
| DFA Global Real Estate Securities Portfolio " | — | — | — | $132K | <0.1% | |
| Vanguard Total World Stock Index Fund Admiral Shares " | — | — | — | $55K | <0.1% |