How big is Bitly, Inc.'s plan?

Bitly, Inc.'s plan reported $22.4M in assets and 173 participants for 2024.

Original filing (PDF)20251014142828NAL0001544291001

Bitly, Inc.

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

Form 5500

FILING_RECEIVED

Bitly 401(k) Plan

401(k) retirement plan · Bitly, Inc.'s Bitly 401(k) Plan held $22.4M in plan assets for 173 participants in 2024.

Signals · 4

No ERISA fidelity bond27% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

173

Accounts w/ balance

343

Plan assets (EOY)

$22.4M

Net assets (EOY)

$22.4M

Plan identifiers

Bitly, Inc.'s EIN is 26-3895205.

EIN 26-3895205

Plan number 001

Plan year 2024

ACK ID 20251014142828NAL0001544291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
No ERISA fidelity bond reported.

Helping the score

Below-peer total plan cost (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BITLY, INC.

EIN

all filings

Address

601 W 26TH ST, 3RD FLOOR, STE 357 · NEW YORK, NY · 10010

Phone

(646) 525-0478

Industry

Data Processing, Hosting· Information / Tech / Media

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

63 direct securities· $22.4M(100% of reported assets)

Mutual Funds

$13.7M

25 holdings

Other securities

$5.1M

33 holdings

Common Collective Trusts

$3.5M

2 holdings

Participant loans

$47K

1 holding

U.S. Treasuries

$12K

1 holding

Bonds / Notes

$2K

1 holding

					% of plan
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$6.0M	26.8%
Vanguard FTSE Developed Markets	Mutual Funds	—	—	$5.1M	22.7%
SPDR Portfolio S&P 500 ETF	Common Collective Trusts	—	—	$3.5M	15.6%
Vanguard FTSE Emerging Markets	Mutual Funds	—	—	$1.8M	8.2%
iShares Core Total US Bond Market ETF	Other securities	—	—	$1.8M	7.9%
SPDR Portfolio S&P 400 Mid Cap	Other securities	—	—	$1.2M	5.2%
SPDR Portfolio S&P 600 Small Cap ETF	Other securities	—	—	$900K	4.0%
Vanguard Total International Bond ETF	Mutual Funds	—	—	$412K	1.8%
Goldman Sachs ActiveBeta US Large Cap Equity	Other securities	—	—	$401K	1.8%
iShares Emerging Markets USD Bond ETF	Other securities	—	—	$361K	1.6%
Goldman Sachs ActiveBeta International Equity	Other securities	—	—	$91K	0.4%
Vanguard Small-Cap Value ETF	Mutual Funds	—	—	$77K	0.3%
Vanguard Mid-Cap Value ETF	Mutual Funds	—	—	$60K	0.3%
Vanguard Value ETF	Mutual Funds	—	—	$59K	0.3%
Goldman Sachs ActiveBeta Europe Equity ETF	Other securities	—	—	$57K	0.3%
iShares 0-5 Year TIPS Bond ETF	Other securities	—	—	$54K	0.2%
Participant loans	Participant loans	—	—	$47K	0.2%
SPDR S&P Kensho New Economies Composite ETF	Other securities	—	—	$42K	0.2%
Goldman Sachs TreasuryAccess 01 Year ETF	Other securities	—	—	$42K	0.2%
JPMorgan Ultra-Short Income	Other securities	—	—	$37K	0.2%
Goldman Sachs ActiveBeta Emerging Markets Equity	Other securities	—	—	$33K	0.1%
Vanguard US Total Bond Market ETF	Mutual Funds	—	—	$28K	0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF	Other securities	—	—	$26K	0.1%
Avantis U.S. Small Cap Value ETF	Other securities	—	—	$24K	0.1%
Vanguard Short-Term Inflation-Protected Securities ETF	Mutual Funds	—	—	$24K	0.1%
Goldman Sachs ActiveBeta Japan Equity ETF	Other securities	—	—	$23K	0.1%
iShares ESG Aware MSCI USA ETF	Other securities	—	—	$22K	<0.1%
Dimensional US Large Cap Value ETF	Mutual Funds	—	—	$22K	<0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF	Other securities	—	—	$22K	<0.1%
Vanguard Dividend Appreciation ETF	Mutual Funds	—	—	$18K	<0.1%
Schwab U.S. REIT ETF	Mutual Funds	—	—	$18K	<0.1%
Dimensional Emerging Markets Core Equity 2 ETF	Mutual Funds	—	—	$16K	<0.1%
Avantis International Small Cap Value ETF	Other securities	—	—	$16K	<0.1%
Vanguard ShortTerm Bond	Mutual Funds	—	—	$15K	<0.1%
Goldman Sachs Access U.S. Aggregate Bond ETF	Other securities	—	—	$14K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF	Other securities	—	—	$12K	<0.1%
Vanguard LongTerm Government Bond	U.S. Treasuries	—	—	$12K	<0.1%
iShares Core S&P 500 ETF	Common Collective Trusts	—	—	$7K	<0.1%
Dimensional Core Fixed Income ETF	Mutual Funds	—	—	$6K	<0.1%
Xtrackers USD High Yield Corporate Bond	Other securities	—	—	$6K	<0.1%
iShares ESG Aware MSCI EM ETF	Other securities	—	—	$5K	<0.1%
iShares ESG Aware MSCI EAFE ETF	Other securities	—	—	$5K	<0.1%
Goldman Sachs Access Inflation Protected USD Bond ETF	Other securities	—	—	$4K	<0.1%
iShares Core MSCI EAFE ETF	Other securities	—	—	$4K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	Mutual Funds	—	—	$3K	<0.1%
TCW Transform 500 ETF	Other securities	—	—	$3K	<0.1%
Dimensional International Core Equity 2 ETF	Mutual Funds	—	—	$3K	<0.1%
iShares ESG Aware U.S. Aggregate Bond ETF	Other securities	—	—	$3K	<0.1%
Schwab U.S. Broad Market ETF	Mutual Funds	—	—	$3K	<0.1%
iShares National AMT-Free Muni Bond ETF	Bonds / Notes	—	—	$2K	<0.1%