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Original filing (PDF)20250724161404NAL0007572128001
BITGO, INC.
Form 5500
FILING_RECEIVED
BITGO 401(K) PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
327
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BITGO, INC..
Plan sponsor
Name
BITGO, INC.
EIN
45-2056131
Address
2443 ASH ST · PALO ALTO, CA · 94306
Phone
(510) 364-3363
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
2025-07-24
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
36 direct securities · 1 pooled fund· $21.5M(100% of reported assets)
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.
Uncategorized
$21.4M
36 holdings
Common Collective Trust
$107K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual fund | — | — | — | $4.8M | 22.2% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $2.9M | 13.5% | |
| Fidelity Freedom Index 2055 Fund Premier Class Mutual fund | — | — | — | $1.6M | 7.4% | |
| Fidelity Freedom Index 2050 Fund Premier Class Mutual fund | — | — | — | $1.6M | 7.3% | |
| Janus Henderson Overseas Fund Class N Mutual fund | — | — | — | $1.4M | 6.4% | |
| Fidelity Freedom Index 2060 Fund Premier Class Mutual fund | — | — | — | $1.2M | 5.6% | |
| BitGo Digital Asset Fund Digital asset fund | — | — | — | $1.1M | 5.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual fund | — | — | — | $963K | 4.5% | |
| Fidelity Freedom Index 2045 Fund Premier Class Mutual fund | — | — | — | $918K | 4.3% | |
| JPMorgan Core Plus Bond Fund Class R6 Mutual fund | — | — | — | $871K | 4.0% | |
| DFA Emerging Markets Small Cap Portfolio Institutional Class Mutual fund | — | — | — | $752K | 3.5% | |
| Fidelity Freedom Index 2040 Fund Premier Class Mutual fund | — | — | — | $493K | 2.3% | |
| Columbia Seligman Technology and Information Fund Institutional 3 Class Mutual fund | — | — | — | $480K | 2.2% | |
| Fidelity Freedom Index 2035 Fund Premier Class Mutual fund | — | — | — | $370K | 1.7% | |
| Neuberger Berman Real Estate Fund Class R6 Mutual fund | — | — | — | $353K | 1.6% | |
| BNY Mellon Global Fixed Income Fund - Class Y Mutual fund | — | — | — | $295K | 1.4% | |
| Fidelity Freedom Index 2065 Fund Premier Class Mutual fund | — | — | — | $194K | 0.9% | |
| Fidelity Freedom Index 2030 Fund Premier Class Mutual fund | — | — | — | $192K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $190K | 0.9% | |
| 4.50% to 9.50% - | — | — | — | $175K | 0.8% | |
| Putnam Large Cap Value Fund Class R6 Mutual fund | — | — | — | $135K | 0.6% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $107K | 0.5% | |
| Invesco Small Cap Value Fund Class R6 Mutual fund | — | — | — | $105K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $68K | 0.3% | |
| Calvert Bond Fund Class I Mutual fund | — | — | — | $58K | 0.3% | |
| Calvert Equity Fund Class I Mutual fund | — | — | — | $57K | 0.3% | |
| AB Bond Inflation Strategy Fund Class Z Mutual fund | — | — | — | $54K | 0.3% | |
| Fidelity Freedom Index 2025 Fund Premier Class Mutual fund | — | — | — | $47K | 0.2% | |
| Fidelity Select Utilities Portfolio Mutual fund | — | — | — | $35K | 0.2% | |
| Fidelity Select Health Care Services Portfolio Mutual fund | — | — | — | $34K | 0.2% | |
| Fidelity Select Energy Portfolio Mutual fund | — | — | — | $22K | 0.1% | |
| Party-in- Identity of Issue, Borrower, Description of (d) Current Interest Lessor or Similar Party Investment Cost Value Virtus KAR Mid-Cap Core Fund Class R6 Mutual fund | — | — | — | $22K | 0.1% | |
| PGIM Jennison Small Company Fund- Class R6 Mutual fund | — | — | — | $17K | <0.1% | |
| Victory Sycamore Established Value Fund Class I Mutual fund | — | — | — | $8K | <0.1% | |
| Janus Henderson Global Real Estate Fund Class N Mutual fund | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index Income Fund Premier Class Mutual fund | — | — | — | $5K | <0.1% | |
| AB Sustainable Global Thematic Fund Class I Mutual fund | — | — | — | $5K | <0.1% |