PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Nerdwallet, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Nerdwallet, Inc.

EIN 45-4180440-consumer services-Latest filing 2025
Plans
2
Retirement
1
$143.8M assets
Health & Benefits
1
$1.2M premiums
Participants
1,738
55 HAWTHORNE STREET, 11TH FLOOR - SAN FRANCISCO, CA 94105415-610-4410nerdwallet.comLinkedIn501-1000 employeesconsumer services
Plans on this EIN
2 filings
#001401(k)-$143.8M - 1,186 part#501Fully insured-$1.2M - 520 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.2M premiums / 520 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$753K
  • Prescription drug$753K
  • Life$520K
  • Other$520K
  • Short-term disability$474K
  • Long-term disability$474K
  • +2 more
Total $1.2M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$143.8M
Participants1,186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

NERDWALLET, INC. WELFARE BENEFITS PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.2M
Covered lives520
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$143.8M1,1862025
  • NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST$143.8M
    #001 · 401(k) · 20251,186

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NERDWALLET, INC. WELFARE BENEFITS PLANFully insuredKAISER FOUNDATION HEALTH PLAN INC$1.2M5202025
  • NERDWALLET, INC. WELFARE BENEFITS PLAN$1.2M
    #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC · 2025520
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica