How big is Patreon, Inc.'s plan?

Patreon, Inc.'s plan reported $45.5M in assets and 397 participants for 2024.

Original filing (PDF)20250730155604NAL0002513907001

Patreon, Inc.

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

Form 5500

FILING_RECEIVED

Patreon 401(k) Plan

401(k) retirement plan · Patreon, Inc.'s Patreon 401(k) Plan held $45.5M in plan assets for 397 participants in 2024, with Fidelity as recordkeeper.

Active participants

397

Accounts w/ balance

614

Plan assets (EOY)

$45.5M

Net assets (EOY)

$45.5M

People on this filing

Ben Buenaflor signed Patreon, Inc.'s 2024 Form 5500 as plan administrator.

Ben Buenaflor — 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

Patreon, Inc.'s EIN is 46-3115122.

EIN 46-3115122

Plan number 001

Plan year 2024

ACK ID 20250730155604NAL0002513907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

34 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

PATREON, INC

EIN

all filings

Address

600 TOWNSEND STREET · FLOOR 5 · SAN FRANCISCO, CA · 94103

Phone

(415) 965-8042

Industry

Arts, Entertainment, Recreation

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

2025-07-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$6K	—

Investments

34 direct securities · 1 pooled fund· $45.5M(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

$28.9M

17 holdings

Common Collective Trusts

$16.1M

12 holdings

Common Collective Trust

$269K

1 holding

Bonds / Notes

$165K

1 holding

Other securities

$104K

4 holdings

					% of plan
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$10.2M	22.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.0M	15.5%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$5.6M	12.3%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$5.1M	11.2%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.9M	10.8%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.1M	6.8%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.0M	4.4%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.2M	2.6%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	2.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$958K	2.1%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$537K	1.2%
Putnam Global Technology Fund Class R6 Shres Mutual Fund	Mutual Funds	—	—	$533K	1.2%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$473K	1.0%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$469K	1.0%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$419K	0.9%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$407K	0.9%
C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	—	—	$269K	0.6%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$173K	0.4%
Participant Loans to participants, bearing interest from 5.50% to 9.50%	Bonds / Notes	—	—	$165K	0.4%
Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$146K	0.3%
MFS International Equity Fund Class R6 Mutual Fund	Mutual Funds	—	—	$132K	0.3%
Fidelity Money Market Fund Mutual Fund	Mutual Funds	—	—	$105K	0.2%
Fidelity Interm Trs Bd Index Fund Mutual Fund	Common Collective Trusts	—	—	$100K	0.2%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$93K	0.2%
American Century High Income Fund R6 Class Mutual Fund	Other securities	—	—	$43K	<0.1%
PIMCO RAE US Small Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$39K	<0.1%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$38K	<0.1%
Fidelity Short-Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$33K	<0.1%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$30K	<0.1%
Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$18K	<0.1%
Fidelity Long-Term Trs Bd Index Fund Mutual Fund	Common Collective Trusts	—	—	$16K	<0.1%
American Century Small Cap Growth Fund R6 Class Mutual Fund	Other securities	—	—	$16K	<0.1%
Principal MidCap Value Fund I R6 Class Mutual Fund	Other securities	—	—	$15K	<0.1%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%