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Original filing (PDF)20251015094613NAL0005702320001
COINBASE, INC.
Form 5500
FILING_RECEIVED
COINBASE, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
2,457
Accounts w/ balance
3,781
Plan assets (EOY)
$328.2M
Net assets (EOY)
$328.2M
How this plan invests
This plan
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COINBASE, INC..
Plan sponsor
Name
COINBASE, INC.
EIN
45-5293997
Address
100 PINE ST. #1250 · SAN FRANCISCO, CA · 94111
Phone
(415) 990-0676
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $175K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $61K | — |
Investments
27 direct securities· $327.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX Mutua l fund | — | — | — | $52.0M | 15.8% | |
| VANG TARGET RET 2055 Mutua l fund | — | — | — | $51.6M | 15.7% | |
| VANG TARGET RET 2050 Mutua l fund | — | — | — | $42.1M | 12.8% | |
| VANG TOT STK MKT IS Mutua l fund | — | — | — | $34.0M | 10.4% | |
| VANG TARGET RET 2060 Mutua l fund | — | — | — | $28.7M | 8.7% | |
| VANG TARGET RET 2045 Mutua l fund | — | — | — | $21.1M | 6.4% | |
| Participant-Di rected Brokerage Other | — | — | — | $20.3M | 6.2% | |
| JPM LG CAP GROWTH R6 Mutua l fund | — | — | — | $14.5M | 4.4% | |
| VANG TOT INTL STK IS Mutua l fund | — | — | — | $8.3M | 2.5% | |
| VANG TARGET RET 2040 Mutua l fund | — | — | — | $8.0M | 2.4% | |
| VANG TARGET RET 2065 Mutua l fund | — | — | — | $6.3M | 1.9% | |
| VANG MIDCAP IDX ADM Mutua l fund | — | — | — | $6.1M | 1.8% | |
| DODGE & COX STOCK X Mutua l fund | — | — | — | $5.1M | 1.6% | |
| VANG SM CAP IDX ADM Mutua l fund | — | — | — | $4.5M | 1.4% | |
| VANG TOT BD MKT ADM Mutua l fund | — | — | — | $4.3M | 1.3% | |
| VANG TARGET RET 2035 Mutua l fund | — | — | — | $3.5M | 1.1% | |
| MFS INTL DIVRSN R6 Mutua l fund | — | — | — | $3.2M | 1.0% | |
| VANG VMMR-FED MMKT Mutua l fund | — | — | — | $2.8M | 0.9% | |
| VANG TARGET RET 2030 Mutua l fund | — | — | — | $2.7M | 0.8% | |
| VANG EXPLORER ADM Mutua l fund | — | — | — | $1.9M | 0.6% | |
| TCW MW TOT RTN BD P Mutua l fund | — | — | — | $1.8M | 0.5% | |
| VAN REAL EST IDX ADM Mutua l fund | — | — | — | $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%) | — | — | — | $1.2M | 0.4% | |
| VANG TARGET RET 2025 Mutua l fund | — | — | — | $748K | 0.2% | |
| VANG TARGET RET 2070 Mutua l fund | — | — | — | $640K | 0.2% | |
| VANG TARGET RET INC Mutua l fund | — | — | — | $322K | <0.1% | |
| VANG TARGET RET 2020 Mutua l fund | — | — | — | $60K | <0.1% |
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