Original filing (PDF)20250826080427NAL0016823954001

AUTOMATTIC INC.

Name: AUTOMATTIC INC. — AUTOMATTIC INC. 401(K) PLAN, Form 5500 (2024)
Creator: AUTOMATTIC INC.

Form 5500

FILING_RECEIVED

AUTOMATTIC INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

27% in single holding

Active participants

687

Accounts w/ balance

1,143

Plan assets (EOY)

$140.7M

Net assets (EOY)

$140.7M

How this plan invests

This plan

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Vanguard Vanguard Total Stock Market ETF" is 27% of plan.

Helping the score

Below-peer total fees (1 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUTOMATTIC INC..

Plan sponsor

Name

AUTOMATTIC INC.

EIN

20-2602536

Address

60 29TH STREET #343 · SAN FRANCISCO, CA · 94110

Phone

(877) 273-3049

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CHARLES W. SNADER, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT	—	NEW YORK, NY	RECORDKEEPER	$15K	—

Investments

69 direct securities· $139.8M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Market ETF	—	—	—	$37.7M	26.8%
Vanguard FTSE Developed Markets ETF	—	—	—	$28.8M	20.4%
State Street SPDR Portfolio S&P 500 ETF	—	—	—	$19.2M	13.7%
Vanguard FTSE Emerging Markets ETF	—	—	—	$10.4M	7.4%
iShares Core Total US Bond Market ETF	—	—	—	$10.0M	7.1%
State Street SPDR Portfolio S&P 400 Mid Cap	—	—	—	$6.7M	4.8%
State Street SPDR Portfolio S&P 600 Small Cap ETF	—	—	—	$5.1M	3.7%
Vanguard Total International Bond ETF	—	—	—	$2.4M	1.7%
Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity ETF	—	—	—	$2.2M	1.6%
iShares Emerging Markets USD Bond ETF	—	—	—	$2.0M	1.5%
iShares ESG Aware MSCI USA ETF	—	—	—	$2.0M	1.4%
Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF	—	—	—	$1.1M	0.8%
Vanguard Value ETF	—	—	—	$1.1M	0.8%
iShares ESG Aware MSCI EAFE ETF	—	—	—	$938K	0.7%
Participant loans Interest bearing at 5.25% - 10.50%, maturing through	—	—	—	$844K	0.6%
Vanguard Mid-Cap Value ETF	—	—	—	$843K	0.6%
Vanguard Small-Cap Value ETF	—	—	—	$821K	0.6%
iShares 0-5 Year TIPS Bond ETF	—	—	—	$658K	0.5%
Vanguard U.S. Large-Cap Growth Equity ETF	—	—	—	$649K	0.5%
iShares MSCI ACWI Low Carbon Target ETF	—	—	—	$624K	0.4%
JPMorgan Ultra-Short Income ETF	—	—	—	$591K	0.4%
Goldman Sachs Goldman Sachs ActiveBeta International Equity ETF	—	—	—	$482K	0.3%
iShares ESG Aware MSCI EM ETF	—	—	—	$408K	0.3%
TCW Transform 500 ETF	—	—	—	$342K	0.2%
iShares ESG Aware U.S. Aggregate Bond ETF	—	—	—	$287K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF	—	—	—	$285K	0.2%
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF	—	—	—	$266K	0.2%
iShares ESG Aware MSCI USA Small-Cap ETF	—	—	—	$256K	0.2%
State Street SPDR S&P Kensho New Economies Composite ETF	—	—	—	$240K	0.2%
Vanguard US Total Bond Market ETF	—	—	—	$216K	0.2%
Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity ETF	—	—	—	$194K	0.1%
Graniteshares Bloomberg Commodity Broad Strategy No K-1 ETF	—	—	—	$182K	0.1%
Vanguard Dividend Appreciation ETF	—	—	—	$178K	0.1%
Invesco QQQ Trust	—	—	—	$163K	0.1%
Charles Schwab U.S. REIT ETF	—	—	—	$161K	0.1%
State Street SPDR MSCI EAFE Fossil Fuel Free ETF	—	—	—	$149K	0.1%
iShares Trust iShares USD Green Bond ETF	—	—	—	$146K	0.1%
Vanguard Short-Term Inflation-Protected Securities ETF	—	—	—	$131K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF	—	—	—	$122K	<0.1%
Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF	—	—	—	$118K	<0.1%
Xtrackers USD High Yield Corporate Bond	—	—	—	$101K	<0.1%
iShares ESG Aware USD Corporate Bond ETF	—	—	—	$77K	<0.1%
Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF	—	—	—	$68K	<0.1%
Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF	—	—	—	$63K	<0.1%
Goldman Sachs Goldman Sachs JUST U.S. Large Cap Equity ETF	—	—	—	$59K	<0.1%
State Street SPDR MSCI Emerging Markets Fossil Fuel Free ETF	—	—	—	$50K	<0.1%
Charles Schwab U.S. Broad Market ETF	—	—	—	$48K	<0.1%
Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF	—	—	—	$43K	<0.1%
iShares Investment Grade Systematic Bond ETF 926 iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF	—	—	—	$42K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	—	—	—	$38K	<0.1%
Vanguard Long Term Government Bond	—	—	—	$34K	<0.1%
iShares iBoxx $ Investment Grade Corporate Bond ETF	—	—	—	$26K	<0.1%
iShares Core MSCI Emerging Markets ETF	—	—	—	$15K	<0.1%
Charles Schwab U.S. Mid-Cap ETF 952 State Street SPDR MSCI USA Gender Diversity Index ETF	—	—	—	$13K	<0.1%
Impact Shares Impact Shares NAACP Minority Empowerment ETF	—	—	—	$13K	<0.1%
iShares Core MSCI EAFE ETF	—	—	—	$11K	<0.1%
iShares Core S&P Total U.S. Stock Market ETF 995 iShares Core S&P 500 ETF	—	—	—	$7K	<0.1%
iShares 10+ Year Investment Grade Corporate Bond ETF 405 iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF 967 iShares S&P Mid-Cap Value ETF	—	—	—	$6K	<0.1%
iShares MBS ETF 522 iShares National AMT-Free Muni Bond ETF	—	—	—	$6K	<0.1%
Goldman Sachs Goldman Sachs Access Inflation Protected USD Bond ETF	—	—	—	$4K	<0.1%
Vanguard Intermediate-Term Government Bond Index Fund	—	—	—	$3K	<0.1%
Goldman Sachs Goldman Sachs Access High Yield Corporate Bond ETF	—	—	—	$3K	<0.1%
Academy Asset Mgmt Academy Veteran Impact ETF	—	—	—	$2K	<0.1%
State Street SPDR S&P Emerging Markets ETF	—	—	—	$2K	<0.1%
State Street SPDR S&P 600 Small Cap Value ETF	—	—	—	$2K	<0.1%
Invesco Emerging Markets Sovereign Debt ETF	—	—	—	$2K	<0.1%
iShares Short-Term Treasury Bond ETF 126 iShares 1-3 Year Treasury Bond ETF	—	—	—	$1K	<0.1%
iShares Treasury Floating Rate Bond ETF 754 iShares Broad USD High Yield Corporate Bond ETF 125 Vanguard Small-Cap Stock ETF	—	—	—	$1K	<0.1%
iShares Fallen Angels USD Bond ETF 94 iShares Floating Rate Bond ETF	—	—	—	$1K	<0.1%