How big is Bitgo, Inc.'s plan?

Bitgo, Inc.'s plan reported $21.5M in assets and 215 participants for 2024.

Original filing (PDF)20250724161404NAL0007572128001

Bitgo, Inc.

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

Form 5500

FILING_RECEIVED

Bitgo 401(k) Plan

401(k) retirement plan · Bitgo, Inc.'s Bitgo 401(k) Plan held $21.5M in plan assets for 215 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

215

Accounts w/ balance

327

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

People on this filing

Stephanie Zhang signed Bitgo, Inc.'s 2024 Form 5500 as plan administrator.

Stephanie Zhang — 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

Bitgo, Inc.'s EIN is 45-2056131.

EIN 45-2056131

Plan number 001

Plan year 2024

ACK ID 20250724161404NAL0007572128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

35 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

Delinquent participant contributions reported (Schedule H 4a) — 16K (0% of contributions).

Plan sponsor

Name

BITGO, INC.

EIN

all filings

Address

2443 ASH ST · PALO ALTO, CA · 94306

Phone

(510) 364-3363

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

2025-07-24

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

35 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.

Mutual Funds

$9.0M

18 holdings

Common Collective Trusts

$7.9M

4 holdings

Other securities

$4.2M

10 holdings

Bonds / Notes

$175K

1 holding

Common Collective Trust

$107K

1 holding

U.S. Treasuries

$58K

1 holding

Common Stocks

$17K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$14.6M JPMorgan$1.8M Janus Henderson$1.4M Dimensional / DFA$752K Neuberger Berman$353K Eaton Vance / Calvert$115K T. Rowe Price$107K Invesco$105K Prudential / PGIM

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3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

					% of plan
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$4.8M	22.2%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.9M	13.5%
Fidelity Freedom Index 2055 Fund Premier Class Mutual fund	Mutual Funds	—	—	$1.6M	7.4%
Fidelity Freedom Index 2050 Fund Premier Class Mutual fund	Mutual Funds	—	—	$1.6M	7.3%
Janus Henderson Overseas Fund Class N Mutual fund	Mutual Funds	—	—	$1.4M	6.4%
Fidelity Freedom Index 2060 Fund Premier Class Mutual fund	Mutual Funds	—	—	$1.2M	5.6%
BitGo Digital Asset Fund Digital asset fund	Other securities	—	—	$1.1M	5.1%
JPMorgan Large Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$963K	4.5%
Fidelity Freedom Index 2045 Fund Premier Class Mutual fund	Mutual Funds	—	—	$918K	4.3%
JPMorgan Core Plus Bond Fund Class R6 Mutual fund	Other securities	—	—	$871K	4.0%
DFA Emerging Markets Small Cap Portfolio Institutional Class Mutual fund	Mutual Funds	—	—	$752K	3.5%
Fidelity Freedom Index 2040 Fund Premier Class Mutual fund	Mutual Funds	—	—	$493K	2.3%
Columbia Seligman Technology and Information Fund Institutional 3 Class Mutual fund	Other securities	—	—	$480K	2.2%
Fidelity Freedom Index 2035 Fund Premier Class Mutual fund	Mutual Funds	—	—	$370K	1.7%
Neuberger Berman Real Estate Fund Class R6 Mutual fund	Other securities	—	—	$353K	1.6%
BNY Mellon Global Fixed Income Fund - Class Y Mutual fund	Other securities	—	—	$295K	1.4%
Fidelity Freedom Index 2065 Fund Premier Class Mutual fund	Mutual Funds	—	—	$194K	0.9%
Fidelity Freedom Index 2030 Fund Premier Class Mutual fund	Mutual Funds	—	—	$192K	0.9%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$190K	0.9%
4.50% to 9.50% -	Bonds / Notes	—	—	$175K	0.8%
Putnam Large Cap Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$105K	0.5%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$68K	0.3%
Calvert Bond Fund Class I Mutual fund	U.S. Treasuries	—	—	$58K	0.3%
Calvert Equity Fund Class I Mutual fund	Other securities	—	—	$57K	0.3%
AB Bond Inflation Strategy Fund Class Z Mutual fund	Other securities	—	—	$54K	0.3%
Fidelity Freedom Index 2025 Fund Premier Class Mutual fund	Mutual Funds	—	—	$47K	0.2%
Fidelity Select Utilities Portfolio Mutual fund	Mutual Funds	—	—	$35K	0.2%
Fidelity Select Health Care Services Portfolio Mutual fund	Mutual Funds	—	—	$34K	0.2%
Fidelity Select Energy Portfolio Mutual fund	Mutual Funds	—	—	$22K	0.1%
PGIM Jennison Small Company Fund- Class R6 Mutual fund	Common Stocks	—	—	$17K	<0.1%
Victory Sycamore Established Value Fund Class I Mutual fund	Other securities	—	—	$8K	<0.1%
Janus Henderson Global Real Estate Fund Class N Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Freedom Index Income Fund Premier Class Mutual fund	Mutual Funds	—	—	$5K	<0.1%
AB Sustainable Global Thematic Fund Class I Mutual fund	Other securities	—	—	$5K	<0.1%

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