How big is Paynearme, Inc.'s plan?

Paynearme, Inc.'s plan reported $16.1M in assets and 228 participants for 2024.

Original filing (PDF)20251015173108NAL0007050528001

Paynearme, Inc.

Name: Paynearme, Inc. — Paynearme 401(k) Plan, Form 5500 (2024)
Creator: Paynearme, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Paynearme 401(k) Plan

401(k) retirement plan · Paynearme, Inc.'s Paynearme 401(k) Plan held $16.1M in plan assets for 228 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

228

Accounts w/ balance

168

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

People on this filing

Lillith Tafolla signed Paynearme, Inc.'s 2024 Form 5500 as plan administrator.

Lillith Tafolla — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paynearme, Inc.'s EIN is 26-4695125.

EIN 26-4695125

Plan number 001

Plan year 2024

ACK ID 20251015173108NAL0007050528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paynearme, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paynearme, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

PAYNEARME, INC.

EIN

all filings

Address

5201 GREAT AMERICA PKWY #510 · SANTA CLARA, CA · 95054

Phone

(650) 930-1030

Industry

Finance & Insurance

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SENSIBA LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC	35-2552359	—	ADVISOR	$38K	—

Investments

40 direct securities · 1 pooled fund· $13.4M(83% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$9.1M

22 holdings

Other securities

$2.5M

9 holdings

Common Collective Trusts

$1.6M

8 holdings

Common Collective Trust

$141K

1 holding

Common Stocks

$50K

1 holding

					% of plan
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.4M	8.5%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.2M	7.7%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.2M	7.4%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.2M	7.3%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.2M	7.2%
Columbia Global Technology Growth Fund Institutional 2 Class Mutual Fund	Other securities	—	—	$929K	5.8%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$891K	5.5%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$736K	4.6%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$687K	4.3%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$417K	2.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$329K	2.0%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$245K	1.5%
Notes receivable from participants through 2034	Other securities	—	—	$234K	1.4%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$230K	1.4%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$221K	1.4%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$213K	1.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$206K	1.3%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$197K	1.2%
Baird Mid Cap Growth Fund Institutional Class Mutual Fund	Other securities	—	—	$168K	1.0%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$166K	1.0%
Calvert US Large Cap Core Responsible Index Fund Class A Mutual Fund	Common Collective Trusts	—	—	$143K	0.9%
Collective trust fund * Managed Income Portfolio Class 1 Collective Trust Fund	Common Collective Trusts	—	—	$141K	0.9%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$141K	0.9%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$124K	0.8%
Fidelity Select Pharmaceuticals Portfolio Mutual Fund	Mutual Funds	—	—	$118K	0.7%
MassMutual High Yield Fund Class I Mutual Fund	Other securities	—	—	$106K	0.7%
Parnassus Core Equity Fund - Institutional Shares Mutual Fund	Other securities	—	—	$100K	0.6%
Janus Henderson Venture Fund Class N Mutual Fund	Mutual Funds	—	—	$91K	0.6%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$78K	0.5%
Allspring Special Mid Cap Value Fund - Class R6 Mutual Fund	Other securities	—	—	$63K	0.4%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$50K	0.3%
JPMorgan U.S. Small Company Fund Class R6 Mutual Fund	Common Stocks	—	—	$50K	0.3%
BNY Mellon Natural Resources Fund Class I Mutual Fund	Other securities	—	—	$33K	0.2%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$31K	0.2%
Vanguard LifeStrategy Moderate Growth Investor Shares Mutual Fund	Mutual Funds	—	—	$28K	0.2%
PIMCO RAE PLUS Small Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$21K	0.1%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
MFS International Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
MFS International Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Boston Trust Midcap Fund Mutual Fund	Other securities	—	—	$2K	<0.1%