Paypal 401(k) Savings Plan
Sponsored by Paypal Holdings, Inc. · EIN 472989869 · Plan #001
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 9,046
- With balances
- 14,244
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Falcon Wealth Planning, Inc. CRD 174092 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $702,129 |
| Falcon Wealth Planning Inc | Investment advisory (participants), Direct payment from the plan | $13,509 |
| Gerber Kawasaki Wealth & | Investment advisory (participants), Direct payment from the plan | $6,475 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $4,017 |