Eshares, Inc. 401(k) Plan: Login, Facts & Contact Information

Eshares, Inc. 401(k) Plan Facts

Plan name
ESHARES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ESHARES, INC. DBA CARTA INC.
Participants
2,247 (1,152 active employees)
Former employees with a balance
901
Plan assets
$128,999,117 at Dec 31, 2024
Average account balance
$63,640 across 2,027 accounts
Employer contributions
$4,946,716 in plan year 2024 (18% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $27.3 million went into the plan in contributions, $4.95 million of it from the employer (18%).
  • $15.6 million was paid out to participants.
  • Investment and other income added $17.2 million.
  • Administrative expenses were $431,473, about $213 per account.

How the Eshares, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019514$16.6 million$1.69 million$624,389
2020868$30.8 million$2.95 million$2.87 million
20211,031$53.9 million$3.24 million$4.60 million
20221,623$66.7 million$5.29 million$5.61 million
20232,139$100.5 million$5.52 million$9.34 million
20242,247$129.0 million$4.95 million$15.6 million

Eshares, Inc. 401(k) Contact Information

Phone
650-669-8381
Mailing address
333 BUSH STREET FLOOR 23 STE 2300, SAN FRANCISCO CA 94101
Plan sponsor
ESHARES, INC. DBA CARTA INC.
Employer identification number (EIN)
45-5639657
Plan number
001

Questions about the Eshares, Inc. 401(k)

Does Eshares, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.95 million, 18% of all contributions.

Does the Eshares, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Eshares, Inc 401(k) plan?

2,247 participants at the start of plan year 2024, 1,152 of them active employees, and 901 former employees who still had money in the plan.

What is the average 401(k) balance at Eshares, Inc?

About $63,640 per account: $129.0 million in plan assets across 2,027 accounts with a balance at the end of plan year 2024.

Who manages the Eshares, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Eshares, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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