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Original filing (PDF)20251014203111NAL0001805171001
EGOMOTION CORP.
Form 5500
FILING_RECEIVED
EGOMOTION CORP. 401(K) PLAN
401(k) retirement plan
Signals · 2
64% in single holding~32978 bps in Sched C fees
Active participants
3
Accounts w/ balance
6
Plan assets (EOY)
$7K
Net assets (EOY)
$7K
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Mutual funds" is 64% of plan.
- 32978 bps in Schedule C fees — 20772% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EGOMOTION CORP..
Plan sponsor
Name
EGOMOTION CORP.
EIN
27-4556727
Address
888 MARIN ST STE B · SAN FRANCISCO, CA · 941241222
Phone
(415) 849-4662
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ ZPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $23K | — |
Investments
2 direct securities· $5K(75% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual funds | — | — | — | $3K | 48.1% | |
| Vanguard Total International Stock Index Fund Mutual funds | — | — | — | $2K | 26.7% |
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