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Original filing (PDF)20250925150413NAL0009331328001
IFIXIT
Form 5500
FILING_RECEIVED
IFIXIT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
155
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IFIXIT.
Plan sponsor
Name
IFIXIT
EIN
26-1592674
Address
1330 MONTEREY ST · SAN LUIS OBISPO, CA · 93401
Phone
(805) 464-0573
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALIBER AUDIT & ATTEST, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
Investments
28 direct securities· $7.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.8M | 23.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 15.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $969K | 12.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $704K | 9.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $526K | 6.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $377K | 4.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $357K | 4.6% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $310K | 4.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $307K | 3.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $277K | 3.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $177K | 2.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $114K | 1.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $90K | 1.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $85K | 1.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $82K | 1.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $77K | 1.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $75K | 1.0% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $64K | 0.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $46K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $32K | 0.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 421 Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $31K | 0.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $26K | 0.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $21K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $20K | 0.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $17K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $1K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $1K | <0.1% |