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Original filing (PDF)20250702220350NAL0000017939012
BITWARDEN INC.
Form 5500
FILING_RECEIVED
BITWARDEN 401(K) PLAN
401(k) retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
152
Accounts w/ balance
167
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Mutual Fund" is 49% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BITWARDEN INC..
Plan sponsor
Name
BITWARDEN INC.
EIN
84-3517224
Address
1 NORTH CALLE CESAR CHAVEZ · SUITE 102 · SANTA BARBARA, CA · 93103
Phone
(805) 705-5174
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Investments
29 direct securities· $7.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Mutual Fund | — | — | — | $3.6M | 49.1% | |
| Vanguard Funds Developed Markets Index Mutual Fund | — | — | — | $1.2M | 16.3% | |
| Vanguard Group Bond Index Mutual Fund | — | — | — | $762K | 10.5% | |
| Vanguard Emerging Markets Stock Index Mutual Fund | — | — | — | $578K | 8.0% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $281K | 3.9% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $261K | 3.6% | |
| Vanguard Information Techology Index Mutual Fund | — | — | — | $109K | 1.5% | |
| Vanguard Group Index 500 Mutual Fund | — | — | — | $94K | 1.3% | |
| Participant Loans to participants, bearing interest from 9.25% to 9.50% | — | — | — | $86K | 1.2% | |
| Vanguard Group Growth Index Mutual Fund | — | — | — | $84K | 1.2% | |
| Vanguard Group Value Index Mutual Fund | — | — | — | $54K | 0.7% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $48K | 0.7% | |
| Vanguard Group Mid Cap Index Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Group Short Term Bond Index Mutual Fund ** 844 Vanguard Group Intermediate Term Bond Index Mutual Fund ** 837 Vanguard Short-Term Inflation Protected Securities Index Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Group Small Cap Index Mutual Fund | — | — | — | $11K | 0.1% | |
| Vanguard Group Small Cap Growth Index Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Group Mid Cap Growth Index Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Group Large Cap Index Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Specialized Diversified Dividend Appreciation Index Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Total Institutional Stock Index Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Energy Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group Small Cap Value Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Financials Index Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Telecom Services Index Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group FTSE All World Ex US Index Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Pacific Stock Index Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Utilities Index Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Health Care Index Mutual Fund | — | — | — | $1K | <0.1% |
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