How big is Automattic Inc.'s plan?

Automattic Inc.'s plan reported $140.7M in assets and 687 participants for 2024.

Original filing (PDF)20250826080427NAL0016823954001

Automattic Inc.

Name: Automattic Inc. — Automattic Inc. 401(k) Plan, Form 5500 (2024)
Creator: Automattic Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Automattic Inc. 401(k) Plan

401(k) retirement plan · Automattic Inc.'s Automattic Inc. 401(k) Plan held $140.7M in plan assets for 687 participants in 2024, with Betterment as recordkeeper.

Signals · 1

27% in single holding

Active participants

687

Accounts w/ balance

1,143

Plan assets (EOY)

$140.7M

Net assets (EOY)

$140.7M

Plan identifiers

Automattic Inc.'s EIN is 20-2602536.

EIN 20-2602536

Plan number 002

Plan year 2024

ACK ID 20250826080427NAL0016823954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Automattic Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Automattic Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

AUTOMATTIC INC.

EIN

all filings

Address

60 29TH STREET #343 · SAN FRANCISCO, CA · 94110

Phone

(877) 273-3049

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT	—	NEW YORK, NY	RECORDKEEPER	$15K	—

Investments

69 direct securities· $139.8M(99% of reported assets)

Mutual Funds

$83.6M

18 holdings

Other securities

$35.8M

42 holdings

Common Collective Trusts

$19.5M

3 holdings

Bonds / Notes

$851K

3 holdings

U.S. Treasuries

$39K

3 holdings

					% of plan
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$37.7M	26.8%
Vanguard FTSE Developed Markets ETF	Mutual Funds	—	—	$28.8M	20.4%
State Street SPDR Portfolio S&P 500 ETF	Common Collective Trusts	—	—	$19.2M	13.7%
Vanguard FTSE Emerging Markets ETF	Mutual Funds	—	—	$10.4M	7.4%
iShares Core Total US Bond Market ETF	Other securities	—	—	$10.0M	7.1%
State Street SPDR Portfolio S&P 400 Mid Cap	Other securities	—	—	$6.7M	4.8%
State Street SPDR Portfolio S&P 600 Small Cap ETF	Other securities	—	—	$5.1M	3.7%
Vanguard Total International Bond ETF	Mutual Funds	—	—	$2.4M	1.7%
Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity ETF	Other securities	—	—	$2.2M	1.6%
iShares Emerging Markets USD Bond ETF	Other securities	—	—	$2.0M	1.5%
iShares ESG Aware MSCI USA ETF	Other securities	—	—	$2.0M	1.4%
Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF	Other securities	—	—	$1.1M	0.8%
Vanguard Value ETF	Mutual Funds	—	—	$1.1M	0.8%
iShares ESG Aware MSCI EAFE ETF	Other securities	—	—	$938K	0.7%
Participant loans Interest bearing at 5.25% - 10.50%, maturing through	Bonds / Notes	—	—	$844K	0.6%
Vanguard Mid-Cap Value ETF	Mutual Funds	—	—	$843K	0.6%
Vanguard Small-Cap Value ETF	Mutual Funds	—	—	$821K	0.6%
iShares 0-5 Year TIPS Bond ETF	Other securities	—	—	$658K	0.5%
Vanguard U.S. Large-Cap Growth Equity ETF	Mutual Funds	—	—	$649K	0.5%
iShares MSCI ACWI Low Carbon Target ETF	Other securities	—	—	$624K	0.4%
JPMorgan Ultra-Short Income ETF	Other securities	—	—	$591K	0.4%
Goldman Sachs Goldman Sachs ActiveBeta International Equity ETF	Other securities	—	—	$482K	0.3%
iShares ESG Aware MSCI EM ETF	Other securities	—	—	$408K	0.3%
TCW Transform 500 ETF	Other securities	—	—	$342K	0.2%
iShares ESG Aware U.S. Aggregate Bond ETF	Other securities	—	—	$287K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF	Other securities	—	—	$285K	0.2%
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	Common Collective Trusts	—	—	$266K	0.2%
iShares ESG Aware MSCI USA Small-Cap ETF	Other securities	—	—	$256K	0.2%
State Street SPDR S&P Kensho New Economies Composite ETF	Other securities	—	—	$240K	0.2%
Vanguard US Total Bond Market ETF	Mutual Funds	—	—	$216K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity ETF	Other securities	—	—	$194K	0.1%
Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF	Other securities	—	—	$182K	0.1%
Vanguard Dividend Appreciation ETF	Mutual Funds	—	—	$178K	0.1%
Invesco QQQ Trust	Mutual Funds	—	—	$163K	0.1%
Charles Schwab U.S. REIT ETF	Mutual Funds	—	—	$161K	0.1%
State Street SPDR MSCI EAFE Fossil Fuel Free ETF	Other securities	—	—	$149K	0.1%
iShares Trust iShares USD Green Bond ETF	Other securities	—	—	$146K	0.1%
Vanguard Short-Term Inflation-Protected Securities ETF	Mutual Funds	—	—	$131K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF	Other securities	—	—	$122K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF	Other securities	—	—	$118K	<0.1%
Xtrackers USD High Yield Corporate Bond	Other securities	—	—	$101K	<0.1%
iShares ESG Aware USD Corporate Bond ETF	Other securities	—	—	$77K	<0.1%
Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF	Other securities	—	—	$68K	<0.1%
Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF	Other securities	—	—	$63K	<0.1%
Goldman Sachs Goldman Sachs JUST U.S. Large Cap Equity ETF	Other securities	—	—	$59K	<0.1%
State Street SPDR MSCI Emerging Markets Fossil Fuel Free ETF	Other securities	—	—	$50K	<0.1%
Charles Schwab U.S. Broad Market ETF	Mutual Funds	—	—	$48K	<0.1%
Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF	Other securities	—	—	$43K	<0.1%
iShares Investment Grade Systematic Bond ETF 926 iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF	Other securities	—	—	$42K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	Mutual Funds	—	—	$38K	<0.1%