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Original filing (PDF)20251007053502NAL0002450771001
MAINSPRING ENERGY, INC.
Form 5500
FILING_RECEIVED
MAINSPRING ENERGY, INC. 401K PLAN
401(k) retirement plan
Active participants
475
Accounts w/ balance
340
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAINSPRING ENERGY, INC..
Plan sponsor
Name
MAINSPRING ENERGY, INC.
EIN
27-2430529
Address
3601 HAVEN AVENUE · MENLO PARK, CA · 94025
Phone
(408) 373-7603
Industry
Manufacturingsee 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
2025-10-07
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
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
Investments
33 direct securities· $22.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.2M | 13.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.0M | 8.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 8.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 8.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.8M | 7.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.6M | 6.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.5M | 6.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.5M | 6.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.0M | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $894K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $695K | 3.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $485K | 2.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $436K | 1.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $390K | 1.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $376K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $375K | 1.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $326K | 1.4% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $301K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $265K | 1.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $254K | 1.1% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $246K | 1.1% | |
| JANUS HENDERSON ENTERPRISE - I | Registered Investment Companies | — | — | $235K | 1.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $201K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $188K | 0.8% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $181K | 0.8% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $163K | 0.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $146K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $91K | 0.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $90K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $73K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $43K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $15K | <0.1% | |
| AMERICAN FUNDS GLOBAL BAL R5 | Registered Investment Companies | — | — | $9K | <0.1% |