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Original filing (PDF)20250822220150NAL0005680945005
GLOOKO, INC.
Form 5500
FILING_RECEIVED
GLOOKO 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
84
Accounts w/ balance
161
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
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 (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Mutual Fund" is 39% of plan.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOOKO, INC..
Plan sponsor
Name
GLOOKO, INC.
EIN
27-3873317
Address
579 UNIVERSITY AVE · PALO ALTO, CA · 94301
Phone
(650) 720-5310
Industry
Professional & Technical Servicessee all
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)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
32 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $3.6M | 38.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $1.5M | 16.1% | |
| Vanguard Group Bond Index Admiral Mutual Fund | — | — | — | $1.4M | 14.8% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual Fund | — | — | — | $729K | 7.9% | |
| Vanguard Total International Bond Index Mutual Fund | — | — | — | $460K | 5.0% | |
| Vanguard Specialized Div REIT Index Fund Admiral Mutual Fund | — | — | — | $397K | 4.3% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $180K | 1.9% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $135K | 1.5% | |
| Vanguard Dividend Appreciation Index Fund Admiral Mutual Fund | — | — | — | $124K | 1.3% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $112K | 1.2% | |
| Vanguard Group Small-Cap Index Admiral Mutual Fund | — | — | — | $106K | 1.1% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $67K | 0.7% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | — | — | — | $60K | 0.6% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $55K | 0.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Mutual Fund | — | — | — | $53K | 0.6% | |
| Participant Loans to participants bearing interest from 4.25% to 9.50% | — | — | — | $52K | 0.6% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Mutual Fund | — | — | — | $51K | 0.5% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $50K | 0.5% | |
| Vanguard Extended Market Index Mutual Fund | — | — | — | $28K | 0.3% | |
| Vanguard Group Short-Term Bond Index Admiral Mutual Fund | — | — | — | $25K | 0.3% | |
| Vanguard Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $24K | 0.3% | |
| Vanguard Group Long-Term Bond Index Admiral Mutual Fund | — | — | — | $23K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral Mutual Fund | — | — | — | $17K | 0.2% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Industrials Index Fund Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard International Dividend Appreciation ETF Mutual Fund ** 987 Vanguard International Equity Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Large-Cap Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Intermediate-Term Bond Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |