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Original filing (PDF)20251014142828NAL0001544291001
BITLY, INC.
Form 5500
FILING_RECEIVED
BITLY 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
173
Accounts w/ balance
343
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market ETF" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BITLY, INC..
Plan sponsor
Name
BITLY, INC.
EIN
26-3895205
Address
601 W 26TH ST, 3RD FLOOR, STE 357 · NEW YORK, NY · 10010
Phone
(646) 525-0478
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
63 direct securities· $22.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | — | — | — | $6.0M | 26.8% | |
| Vanguard FTSE Developed Markets | — | — | — | $5.1M | 22.7% | |
| SPDR Portfolio S&P 500 ETF | — | — | — | $3.5M | 15.6% | |
| Vanguard FTSE Emerging Markets | — | — | — | $1.8M | 8.2% | |
| iShares Core Total US Bond Market ETF | — | — | — | $1.8M | 7.9% | |
| SPDR Portfolio S&P 400 Mid Cap | — | — | — | $1.2M | 5.2% | |
| SPDR Portfolio S&P 600 Small Cap ETF | — | — | — | $900K | 4.0% | |
| Vanguard Total International Bond ETF | — | — | — | $412K | 1.8% | |
| Goldman Sachs ActiveBeta US Large Cap Equity | — | — | — | $401K | 1.8% | |
| iShares Emerging Markets USD Bond ETF | — | — | — | $361K | 1.6% | |
| Goldman Sachs ActiveBeta International Equity | — | — | — | $91K | 0.4% | |
| Vanguard Small-Cap Value ETF | — | — | — | $77K | 0.3% | |
| Vanguard Mid-Cap Value ETF | — | — | — | $60K | 0.3% | |
| Vanguard Value ETF | — | — | — | $59K | 0.3% | |
| Goldman Sachs ActiveBeta Europe Equity ETF | — | — | — | $57K | 0.3% | |
| iShares 0-5 Year TIPS Bond ETF | — | — | — | $54K | 0.2% | |
| Participant loans | — | — | — | $47K | 0.2% | |
| SPDR S&P Kensho New Economies Composite ETF | — | — | — | $42K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF | — | — | — | $42K | 0.2% | |
| JPMorgan Ultra-Short Income | — | — | — | $37K | 0.2% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity | — | — | — | $33K | 0.1% | |
| Vanguard US Total Bond Market ETF | — | — | — | $28K | 0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF | — | — | — | $26K | 0.1% | |
| Avantis U.S. Small Cap Value ETF | — | — | — | $24K | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF | — | — | — | $24K | 0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF | — | — | — | $23K | 0.1% | |
| iShares ESG Aware MSCI USA ETF | — | — | — | $22K | <0.1% | |
| Dimensional US Large Cap Value ETF | — | — | — | $22K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF | — | — | — | $22K | <0.1% | |
| Vanguard Dividend Appreciation ETF | — | — | — | $18K | <0.1% | |
| Schwab U.S. REIT ETF | — | — | — | $18K | <0.1% | |
| Dimensional Emerging Markets Core Equity 2 ETF | — | — | — | $16K | <0.1% | |
| Avantis International Small Cap Value ETF | — | — | — | $16K | <0.1% | |
| Vanguard ShortTerm Bond | — | — | — | $15K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF | — | — | — | $14K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF | — | — | — | $12K | <0.1% | |
| Vanguard LongTerm Government Bond | — | — | — | $12K | <0.1% | |
| iShares Core S&P 500 ETF | — | — | — | $7K | <0.1% | |
| Dimensional Core Fixed Income ETF | — | — | — | $6K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond | — | — | — | $6K | <0.1% | |
| iShares ESG Aware MSCI EM ETF | — | — | — | $5K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF | — | — | — | $5K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF | — | — | — | $4K | <0.1% | |
| iShares Core MSCI EAFE ETF | — | — | — | $4K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF | — | — | — | $3K | <0.1% | |
| TCW Transform 500 ETF | — | — | — | $3K | <0.1% | |
| Dimensional International Core Equity 2 ETF | — | — | — | $3K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF | — | — | — | $3K | <0.1% | |
| Schwab U.S. Broad Market ETF | — | — | — | $3K | <0.1% | |
| iShares National AMT-Free Muni Bond ETF | — | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF | — | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Growth ETF | — | — | — | $1K | <0.1% | |
| Suspense account | — | — | — | $1K | <0.1% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | — | — | — | $1K | <0.1% | |
| iShares Core MSCI Emerging Markets ETF | — | — | — | $852 | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF | — | — | — | $609 | <0.1% | |
| Vanguard U.S. Large-cap Growth Equity ETF | — | — | — | $594 | <0.1% | |
| iShares iBoxx Investment Grade Corporate Bond ETF | — | — | — | $230 | <0.1% | |
| Invesco QQQ Trust | — | — | — | $90 | <0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF | — | — | — | $39 | <0.1% | |
| Schwab U.S. Mid-Cap ETF | — | — | — | $29 | <0.1% | |
| Vanguard Small-Cap Stock ETF | — | — | — | $8 | <0.1% | |
| Vanguard Large-Cap ETF DNQ | — | — | — | $1 | <0.1% |