How big is Glooko, Inc.'s plan?

Glooko, Inc.'s plan reported $9.3M in assets and 84 participants for 2024.

Original filing (PDF)20250822220150NAL0005680945005

Glooko, Inc.

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

Form 5500

FILING_RECEIVED

Glooko 401(k) Plan

401(k) retirement plan · Glooko, Inc.'s Glooko 401(k) Plan held $9.3M in plan assets for 84 participants in 2024, with Guideline as recordkeeper.

Signals · 2

39% in single holdingCorrective distributions issued

Active participants

Accounts w/ balance

161

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan identifiers

Glooko, Inc.'s EIN is 27-3873317.

EIN 27-3873317

Plan number 002

Plan year 2024

ACK ID 20250822220150NAL0005680945005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLOOKO, INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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).

Helping the score

High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

GLOOKO, INC.

EIN

all filings

Address

579 UNIVERSITY AVE · PALO ALTO, CA · 94301

Phone

(650) 720-5310

Industry

Professional & Technical Services

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

2025-08-22

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)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$9K	—

Investments

32 direct securities· $9.2M(100% of reported assets)

Mutual Funds

$5.0M

21 holdings

Common Collective Trusts

$4.2M

10 holdings

Bonds / Notes

$52K

1 holding

					% of plan
Vanguard Total Stock Market Index Admiral Mutual Fund	Common Collective Trusts	—	—	$3.6M	38.6%
Vanguard Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$1.5M	16.1%
Vanguard Group Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$1.4M	14.8%
Vanguard Emerging Markets Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$729K	7.9%
Vanguard Total International Bond Index Mutual Fund	Mutual Funds	—	—	$460K	5.0%
Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$397K	4.3%
Vanguard Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$180K	1.9%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$135K	1.5%
Vanguard Dividend Appreciation Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$124K	1.3%
Vanguard Group Index 500 Admiral Mutual Fund	Mutual Funds	—	—	$112K	1.2%
Vanguard Group Small-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$106K	1.1%
Vanguard Group Reserve Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$67K	0.7%
Vanguard Mid-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$60K	0.6%
Vanguard Group Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$55K	0.6%
Vanguard Mid-Cap Value Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$53K	0.6%
Participant Loans to participants bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$52K	0.6%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$51K	0.5%
Vanguard Value Index Admiral Mutual Fund	Mutual Funds	—	—	$50K	0.5%
Vanguard Extended Market Index Mutual Fund	Mutual Funds	—	—	$28K	0.3%
Vanguard Group Short-Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$25K	0.3%
Vanguard Total Institutional Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Vanguard Group Long-Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$23K	0.2%
Vanguard Small-Cap Growth Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$17K	0.2%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Vanguard Industrials Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$10K	0.1%
Vanguard Health Care Index Admiral Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Vanguard Mid-Cap Growth Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard Group FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard International Dividend Appreciation ETF Mutual Fund ** 987 Vanguard International Equity Index Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Large-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group Intermediate-Term Bond Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1K	<0.1%
Vanguard European Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$1K	<0.1%