How big is Bandwidth Inc.'s plan?

Bandwidth Inc.'s plan reported $107.9M in assets and 871 participants for 2024.

Original filing (PDF)20251006125946NAL0002072531001

Bandwidth Inc.

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

Form 5500

FILING_RECEIVED

Bandwidth Inc. 401(k) Profit Sharing and Trust

401(k) retirement plan · Bandwidth Inc.'s Bandwidth Inc. 401(k) Profit Sharing and Trust held $107.9M in plan assets for 871 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

871

Accounts w/ balance

1,088

Plan assets (EOY)

$107.9M

Net assets (EOY)

$107.9M

People on this filing

Jeanne Cowen signed Bandwidth Inc.'s 2024 Form 5500 as plan administrator.

Jeanne Cowen — 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

Bandwidth Inc.'s EIN is 56-2242657.

EIN 56-2242657

Plan number 001

Plan year 2024

ACK ID 20251006125946NAL0002072531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BANDWIDTH INC.

EIN

all filings

Address

2230 BANDMATE WAY · RALEIGH, NC · 27607

Phone

(919) 439-2583

Industry

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

2025-10-06

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$95K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$117K	—

Accountant / Auditor

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

48 direct securities· $107.2M(99% of reported assets)

Mutual Funds

$72.7M

30 holdings

Common Collective Trusts

$29.5M

5 holdings

Other securities

$4.3M

12 holdings

Common Stocks

$651K

1 holding

					% of plan
iShares S&P 500 Index Fund Institutional Shares	Common Collective Trusts	—	—	$20.4M	18.9%
Fidelity Advisor Freedom 2050 Fund K6	Mutual Funds	—	—	$9.9M	9.2%
Fidelity Advisor Freedom 2045 Fund K6	Mutual Funds	—	—	$9.0M	8.3%
Fidelity Advisor Freedom 2040 Fund K6	Mutual Funds	—	—	$8.7M	8.0%
Fidelity Advisor Freedom 2055 Fund K6	Mutual Funds	—	—	$8.1M	7.5%
Fidelity Advisor Freedom 2035 Fund K6	Mutual Funds	—	—	$7.7M	7.2%
Janus Henderson Global Technology and Innovation Fund Class T	Mutual Funds	—	—	$6.7M	6.2%
Fidelity Advisor Freedom 2060 Fund K6	Mutual Funds	—	—	$6.6M	6.1%
Columbia Mid Cap Index Fund Institutional 2 Class	Common Collective Trusts	—	—	$3.8M	3.5%
Fidelity Advisor Freedom 2030 Fund K6	Mutual Funds	—	—	$2.8M	2.6%
iShares MSCI EAFE International Index Fund Institutional Shares	Common Collective Trusts	—	—	$2.6M	2.4%
Columbia Small Cap Index Fund Institutional 2 Class	Common Collective Trusts	—	—	$2.2M	2.0%
Fidelity Advisor Freedom 2065 Fund K6	Mutual Funds	—	—	$1.8M	1.7%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.6M	1.5%
Fidelity Advisor Health Care Fund Class I	Mutual Funds	—	—	$1.4M	1.3%
Fidelity Advisor Consumer Discretionary Fund Class I	Mutual Funds	—	—	$1.2M	1.2%
Fidelity Advisor Freedom 2025 Fund K6	Mutual Funds	—	—	$1.2M	1.1%
Fidelity Advisor Asset Manager 70% Fund Class I	Mutual Funds	—	—	$1.1M	1.0%
Invesco Main Street Fund Class Y	Mutual Funds	—	—	$961K	0.9%
and maturity dates ranging from January 2025 to December 2029	Other securities	—	—	$745K	0.7%
T. Rowe Price QM U.S. Bond Index Fund	Common Collective Trusts	—	—	$686K	0.6%
Goldman Sachs Emerging Markets Equity Investor Class	Other securities	—	—	$662K	0.6%
Fidelity Advisor Industrials Fund Class I	Mutual Funds	—	—	$659K	0.6%
JPMorgan U.S. Small Company Fund Class R6	Common Stocks	—	—	$651K	0.6%
Davis Financial Fund Class Y	Other securities	—	—	$556K	0.5%
Fidelity Advisor Consumer Staples Fund Class I	Mutual Funds	—	—	$511K	0.5%
MFS Utilities Fund Class R4	Mutual Funds	—	—	$511K	0.5%
BNY Mellon Opportunistic Midcap Value Fund Class I	Other securities	—	—	$501K	0.5%
Fidelity Advisor Freedom 2020 Fund K6	Mutual Funds	—	—	$459K	0.4%
T. Rowe Price Overseas Stock Fund	Other securities	—	—	$459K	0.4%
Calvert Core Bond Fund Class I	Other securities	—	—	$458K	0.4%
PIMCO Emerging Markets Bond Fund Institutional Class	Mutual Funds	—	—	$399K	0.4%
PIMCO Real Estate Real Return Strategy Fund Institutional Class	Mutual Funds	—	—	$396K	0.4%
American Century Short Duration Fund Investor Class	Other securities	—	—	$364K	0.3%
Invesco Gold & Special Minerals Fund Class R6	Mutual Funds	—	—	$279K	0.3%
Columbia Total Return Bond I	Other securities	—	—	$262K	0.2%
Lord Abbett High Yield Fund Class R5	Mutual Funds	—	—	$219K	0.2%
Fidelity Advisor Asset Manager 60% Fund Class I	Mutual Funds	—	—	$175K	0.2%
Eaton Vance Core Bond Fund Institutional Class	Other securities	—	—	$104K	<0.1%
Eaton Vance Global Sovereign Opportunities Fund Class I	Other securities	—	—	$98K	<0.1%
Fidelity Advisor Freedom Income Fund K6	Mutual Funds	—	—	$83K	<0.1%
Fidelity Advisor Asset Manager 50% Fund Class I	Mutual Funds	—	—	$71K	<0.1%
Delaware Ivy Global Bond Fund Class I	Other securities	—	—	$64K	<0.1%
Goldman Sachs Commodity Strategy Fund Investor Class	Other securities	—	—	$58K	<0.1%
Fidelity Advisor Freedom 2015 Fund K6	Mutual Funds	—	—	$31K	<0.1%
Fidelity Advisor Asset Manager 40% Fund Class I	Mutual Funds	—	—	$12K	<0.1%
Fidelity Advisor Asset Manager 20% Fund Class I	Mutual Funds	—	—	$10K	<0.1%
Fidelity Advisor Asset Manager 30% Fund Class I	Mutual Funds	—	—	$4K	<0.1%