Plan Ledger DOL Form 5500 · updated monthly

Bill Holdings, Inc.401(k)

BILL 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bill Holdings, Inc. reported $133,824 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.08% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 732nd-largest of 9,483 plans among California employers on file, and the 1,080th of 11,654 in professional & technical services. In 2024, employees put in $3943.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$143,433,380
Participants with balances2,677
Active participants2,348
Employer contributions$6,438
Employee contributions$25,387,942
Employer contribution per active participant$3
Average account balance$53,580
Benefits paid to participants$15,273,046
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$143.4M · 2,677 accts · $6K emplr
2023$108.0M · 2,637 accts · $25K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,715
Investment management$29,109
Total administrative$133,824
The Bill Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3
Median for plans this size$3,635
2024$3 per active participant
2023$11 per active participant

Bill Holdings, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$105,540
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$29,109

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$133,824 · 0.11%
2023$67,239 · 0.08%
Similar plansProfessional & Technical Services · California
Alorica, Inc. CA$145.6M · 0.28%
Nektar Therapeutics CA$143.5M · 0.03%
Cohesity, Inc. CA$142.7M · 0.06%
Earthjustice CA$142.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832661725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.