How big is Bill.COM, LLC's plan?

Bill.COM, LLC's plan reported $63.3M in assets and 2,398 participants for 2022.

Original filing (PDF)20231016145124NAL0051393072001

Bill.COM, LLC

Name: Bill.COM, LLC — Bill.COM, LLC 401(k) Plan, Form 5500 (2022)
Creator: Bill.COM, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bill.COM, LLC 401(k) Plan

401(k) retirement plan · Bill.COM, LLC's Bill.COM, LLC 401(k) Plan held $63.3M in plan assets for 2,398 participants in 2022, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

2,398

Accounts w/ balance

2,343

Plan assets (EOY)

$63.3M

Net assets (EOY)

$63.3M

People on this filing

Karyn Shinn signed Bill.COM, LLC's 2022 Form 5500 as plan administrator.

Karyn Shinn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bill.COM, LLC's EIN is 20-4895317.

EIN 20-4895317

Plan number 001

Plan year 2022

ACK ID 20231016145124NAL0051393072001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bill.COM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bill.COM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BILL.COM, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

BILL.COM, LLC

EIN

all filings

Address

6220 AMERICA CENTER DRIVE, · SUITE 100 · SAN JOSE, CA · 95002

Phone

(650) 621-7700

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$13K	—

Investments

34 direct securities· $63.3M(100% of reported assets)

Mutual Funds

$43.9M

20 holdings

Common Collective Trusts

$14.1M

7 holdings

Other securities

$2.4M

5 holdings

Self-Directed Brokerage

$1.7M

1 holding

Cash / Money Market

$1.2M

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$9.6M	15.2%
Fidelity Freedom Index 2050 Investor Mutual Fund	Mutual Funds	—	—	$7.2M	11.4%
Fidelity Freedom Index 2055 Investor Mutual Fund	Mutual Funds	—	—	$6.9M	11.0%
Fidelity Freedom Index 2045 Investor Mutual Fund	Mutual Funds	—	—	$5.9M	9.3%
Fidelity Freedom Index 2040 Investor Mutual Fund	Mutual Funds	—	—	$5.5M	8.8%
Fidelity Freedom Index 2060 Investor Mutual Fund	Mutual Funds	—	—	$3.7M	5.8%
Fidelity Freedom Index 2035 Investor Mutual Fund	Mutual Funds	—	—	$3.4M	5.4%
Fidelity Freedom Index 2030 Investor Mutual Fund	Mutual Funds	—	—	$2.7M	4.3%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$2.4M	3.8%
Self-directed brokerage accounts Brokerage Account	Self-Directed Brokerage	—	—	$1.7M	2.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.3%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$1.3M	2.0%
Fidelity Freedom Index 2025 Investor Mutual Fund	Mutual Funds	—	—	$1.2M	1.9%
Gabelli U.S. Treasury Money Market Fund Money Market Fund	Cash / Money Market	—	—	$1.2M	1.9%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	1.8%
T. Rowe Price Dividend Growth Fund Mutual Fund	Other securities	—	—	$963K	1.5%
Vanguard Equity Income Fund Admiral Mutual Fund	Mutual Funds	—	—	$945K	1.5%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$911K	1.4%
Fidelity Freedom Index 2065 Investor Mutual Fund	Mutual Funds	—	—	$604K	1.0%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$599K	0.9%
Principal SmallCap Fund Mutual Fund	Other securities	—	—	$532K	0.8%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$493K	0.8%
Notes receivable from participants maturities through December 2032. -	Other securities	—	—	$467K	0.7%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$448K	0.7%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$333K	0.5%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$326K	0.5%
Fidelity Cash Reserves Money Market Fund	Mutual Funds	—	—	$305K	0.5%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$264K	0.4%
Fidelity Inflation Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$188K	0.3%
Columbia Emerging Markets Fund Mutual Fund	Other securities	—	—	$188K	0.3%
Fidelity Freedom Index 2020 Investor Mutual Fund	Mutual Funds	—	—	$136K	0.2%
Fidelity Freedom Index 2015 Investor Mutual Fund	Mutual Funds	—	—	$55K	<0.1%
Fidelity Freedom Index Income Fund Institutional Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Fidelity Freedom Index 2005 Investor Mutual Fund	Mutual Funds	—	—	$13K	<0.1%