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

Retool Inc 401(k) Plan Facts

Plan name
RETOOL 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RETOOL, INC.
Participants
271 (339 active employees)
Former employees with a balance
136
Plan assets
$26,867,924 at Dec 31, 2024
Average account balance
$58,536 across 459 accounts
Employer contributions
$2,252,370 in plan year 2024 (22% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 10, 2017
✓ 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 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.1 million went into the plan in contributions, $2.25 million of it from the employer (22%).
  • $2.51 million was paid out to participants.
  • Investment and other income added $3.33 million.
  • Administrative expenses were $57,014, about $124 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192$215,801$12,001$0
202016$778,651$29,306$47,373
202159$2.79 million$135,507$17,394
2022140$7.60 million$1.09 million$247,721
2023341$16.0 million$2.08 million$1.72 million
2024271$26.9 million$2.25 million$2.51 million

Retool Inc 401(k) Contact Information

Phone
650-248-3695
Mailing address
1550 BRYANT STREET SUITE 200, SAN FRANCISCO CA 94103
Plan sponsor
RETOOL, INC.
Employer identification number (EIN)
82-0646362
Plan number
001

Questions about the Retool Inc 401(k)

Does Retool Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.25 million, 22% of all contributions.

Does the Retool Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

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

271 participants at the start of plan year 2024, 339 of them active employees, and 136 former employees who still had money in the plan.

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

About $58,536 per account: $26.9 million in plan assets across 459 accounts with a balance at the end of plan year 2024.

Who manages the Retool Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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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