Kristina Bologna signed Coinbase, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Coinbase, Inc.'s EIN is 45-5293997.
Download the official 2024 Form 5500 (PDF) for Coinbase, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Coinbase, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $61K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX Mutua l fund | Mutual Funds | — | — | $52.0M | 15.8% | |
| VANG TARGET RET 2055 Mutua l fund | Other securities | — | — | $51.6M | 15.7% | |
| VANG TARGET RET 2050 Mutua l fund | Other securities | — | — | $42.1M | 12.8% | |
| VANG TOT STK MKT IS Mutua l fund | Other securities | — | — | $34.0M | 10.4% | |
| VANG TARGET RET 2060 Mutua l fund | Other securities | — | — | $28.7M | 8.7% | |
| VANG TARGET RET 2045 Mutua l fund | Other securities | — | — | $21.1M | 6.4% | |
| Participant-Di rected Brokerage Other | Other securities | — | — | $20.3M | 6.2% | |
| JPM LG CAP GROWTH R6 Mutua l fund | Other securities | — | — | $14.5M | 4.4% | |
| VANG TOT INTL STK IS Mutua l fund | Other securities | — | — | $8.3M | 2.5% | |
| VANG TARGET RET 2040 Mutua l fund | Other securities | — | — | $8.0M | 2.4% | |
| VANG TARGET RET 2065 Mutua l fund | Other securities | — | — | $6.3M | 1.9% | |
| VANG MIDCAP IDX ADM Mutua l fund | Common Collective Trusts | — | — | $6.1M | 1.8% | |
| DODGE & COX STOCK X Mutua l fund | Mutual Funds | — | — | $5.1M | 1.6% | |
| VANG SM CAP IDX ADM Mutua l fund | Common Collective Trusts | — | — | $4.5M | 1.4% | |
| VANG TOT BD MKT ADM Mutua l fund | Other securities | — | — | $4.3M | 1.3% | |
| VANG TARGET RET 2035 Mutua l fund | Other securities | — | — | $3.5M | 1.1% | |
| MFS INTL DIVRSN R6 Mutua l fund | Mutual Funds | — | — | $3.2M | 1.0% | |
| VANG VMMR-FED MMKT Mutua l fund | Other securities | — | — | $2.8M | 0.9% | |
| VANG TARGET RET 2030 Mutua l fund | Other securities | — | — | $2.7M | 0.8% | |
| VANG EXPLORER ADM Mutua l fund | Other securities | — | — | $1.9M | 0.6% | |
| TCW MW TOT RTN BD P Mutua l fund | Other securities | — | — | $1.8M | 0.5% | |
| VAN REAL EST IDX ADM Mutua l fund | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| Various partici pants Pa rti cipant loans (maturi ng through 2034 a t i nteres t rates of 4.25%-9.5%) | Bonds / Notes | — | — | $1.2M | 0.4% | |
| VANG TARGET RET 2025 Mutua l fund | Other securities | — | — | $748K | 0.2% | |
| VANG TARGET RET 2070 Mutua l fund | Other securities | — | — | $640K | 0.2% | |
| VANG TARGET RET INC Mutua l fund | Common Stocks | — | — | $322K | <0.1% | |
| VANG TARGET RET 2020 Mutua l fund | Other securities | — | — | $60K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
