Mollie McAdams signed Ibotta, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ibotta, Inc.'s EIN is 35-2426358.
Download the official 2024 Form 5500 (PDF) for Ibotta, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ibotta, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $93K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4317381 |
| — |
| INV ADV, PARTICIPANTS |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Dte Rtm 2055 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $14.2M | 21.9% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $10.8M | 16.7% | |
| American Funds Trgt Dte Rtm 2050 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $8.9M | 13.7% | |
| American Funds Trgt Dte Rtm 2060 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $8.0M | 12.4% | |
| American Funds Trgt Dte Rtm 2045 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $5.1M | 7.8% | |
| JP Morgan Large Cap Gr R6 Fd Mutual Fund N/A | Other securities | — | — | $2.7M | 4.2% | |
| American Funds Trgt Dte Rtm 2040 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 3.7% | |
| American Funds Trgt Dte Rtm 2035 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 3.3% | |
| American Funds Trgt Dte Rtm 2065 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 2.7% | |
| Fidelity Mid Cp Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.4M | 2.2% | |
| Fidelity Sm Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| Vanguard Dev Mkts Index Adm Fd Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 1.8% | |
| American Funds Trgt Dte Rtm 2030 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $713K | 1.1% | |
| Putnam Large Cap Value R6 Fund Mutual Fund N/A | Mutual Funds | — | — | $534K | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Mutual Fund N/A | Common Collective Trusts | — | — | $526K | 0.8% | |
| Notes receivable from participants Maturing 2025-2039 at interest rates of 5.25% - 10.50% $ - | Bonds / Notes | — | — | $510K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $455K | 0.7% | |
| American Funds Trgt Dte Rtm 2025 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $395K | 0.6% | |
| MGL Emerging Markets Investment Mutual Fund N/A | Other securities | — | — | $297K | 0.5% | |
| MFS Inst Interntl Equity Fund Mutual Fund N/A | Mutual Funds | — | — | $290K | 0.4% | |
| Principal Real Estate Securities Fund Class R6 Pooled Separate Account N/A | Pooled Separate Accounts | — | — | $260K | 0.4% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $260K | 0.4% | |
| Nationwide Gen Sm Cap Gr R6 Fd Mutual Fund N/A | Other securities | — | — | $247K | 0.4% | |
| JP Morgan Mid Cap Value R6 Fd Mutual Fund N/A | Other securities | — | — | $183K | 0.3% | |
| Vanguard MDCPGR Index Mutual Fund N/A | Mutual Funds | — | — | $148K | 0.2% | |
| Dodge & Cox Income Mutual Fund N/A | Mutual Funds | — | — | $126K | 0.2% | |
| American Funds Trgt Dte Rtm 2020 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $103K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $102K | 0.2% | |
| Franklin Small Cap Value R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $93K | 0.1% | |
| PIMCO Div Inc Inst Fd Mutual Fund N/A | Mutual Funds | — | — | $46K | <0.1% | |
| American Funds Trgt Dte Rtm 2010 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $32K | <0.1% | |
| Muzinich Credit Opp Inst Fd Mutual Fund N/A | Other securities | — | — | $19K | <0.1% | |
| American Funds Trgt Dte Rtm 2015 R6 Fd Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Govt MMKT K6 Money market mutual funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
