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Original filing (PDF)20251229092706NAL0009684355001
SMARTRECRUITERS, INC.
Form 5500
FILING_RECEIVED
SMARTRECRUITERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.4 mo40% in single holding
Active participants
79
Accounts w/ balance
115
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
94
Concentration risk
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.4 months past the 10.5-month grace window.
- Top holding "Vanguard Group Registered Investment Company VANGUARD TGT RMT 2050 INV FUND $ 0.00" is 40% of plan.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMARTRECRUITERS, INC..
Plan sponsor
Name
SMARTRECRUITERS, INC.
EIN
27-3112976
Address
225 BUSH ST, STE 300 · SAN FRANCISCO, CA · 941044257
Phone
(408) 504-8694
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-12-29
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)
Audit & trust (Schedule H)
Auditor
DINOWITZ & BOVE CPA'S PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
Investments
24 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2050 INV FUND $ 0.00 | — | — | — | $3.6M | 40.2% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2045 INV FUND $ 0.00 | — | — | — | $1.2M | 13.6% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2055 INV FUND $ 0.00 | — | — | — | $1.1M | 12.0% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2040 INV FUND $ 0.00 | — | — | — | $693K | 7.6% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2060 INV FUND $ 0.00 | — | — | — | $525K | 5.8% | |
| Fidelity Investments Registered Investment Company FIDELITY TOTAL MARKET INDEX FD $ 0.00 | — | — | — | $415K | 4.6% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2035 INV FUND $ 0.00 | — | — | — | $315K | 3.5% | |
| Fidelity Investments Registered Investment Company FID LC GR INDEX FUND $ 0.00 | — | — | — | $214K | 2.4% | |
| Fidelity Investments Registered Investment Company FIDELITY 500 INDEX FUND $ 0.00 | — | — | — | $194K | 2.1% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2025 INV FUND $ 0.00 | — | — | — | $134K | 1.5% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2030 INV FUND $ 0.00 | — | — | — | $101K | 1.1% | |
| Range of Interest Rates Participant Loans $ 0.00 | — | — | — | $98K | 1.1% | |
| Fidelity Investments Registered Investment Company FIDELITY INTERNATIONAL IDX FD $ 0.00 | — | — | — | $87K | 1.0% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2020 INV FUND $ 0.00 | — | — | — | $68K | 0.8% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2065 INV FUND $ 0.00 | — | — | — | $63K | 0.7% | |
| JP Morgan Funds Registered Investment Company JP MORGAN MID CAP GROWTH R6 FD $ 0.00 | — | — | — | $38K | 0.4% | |
| PIMCO Funds Registered Investment Company PIMCO RAE US SML INSTL FD $ 0.00 | — | — | — | $35K | 0.4% | |
| Putnam Investments Registered Investment Company PUTNAM LARGE CAP VALUE R6 FUND $ 0.00 | — | — | — | $33K | 0.4% | |
| Vanguard Group Registered Investment Company VANGUARD TGT RMT 2070 INV FUND $ 0.00 | — | — | — | $28K | 0.3% | |
| Fidelity Investments Registered Investment Company FIDELITY SM CAP INDEX FUND $ 0.00 | — | — | — | $15K | 0.2% | |
| MFS Investment Management Registered Investment Company MFS INTERNTL EQUITY R6 FUND $ 0.00 | — | — | — | $13K | 0.1% | |
| Fidelity Investments Registered Investment Company FIDELITY MID CP INDEX FUND $ 0.00 | — | — | — | $10K | 0.1% | |
| Fidelity Investments Registered Investment Company FIDELITY US BOND INDEX FUND $ 0.00 | — | — | — | $9K | 0.1% | |
| American Century Investments Registered Investment Company AMERICAN CENT HIGH INC R6 FD $ 0.00 | — | — | — | $8K | <0.1% |
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