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Original filing (PDF)20251009222039NAL0004230067001
HELP SCOUT PBC
Form 5500
FILING_RECEIVED
HELP SCOUT 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
85
Accounts w/ balance
150
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
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)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market ETF N/R" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELP SCOUT PBC.
Plan sponsor
Name
HELP SCOUT PBC
EIN
27-5313720
Address
68 HARRISON AVE #605 · PMB 78505 · BOSTON, MA · 02111
Phone
(508) 614-9304
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-09
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)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $37K | — |
Investments
32 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF N/R | — | — | — | $2.5M | 25.8% | |
| Vanguard FTSE Developed Markets N/R | — | — | — | $2.1M | 21.7% | |
| SPDR Portfolio S&P 500 ETF N/R | — | — | — | $1.5M | 15.6% | |
| BlackRock iShares Core Total US Bond Market ETF N/R | — | — | — | $759K | 7.9% | |
| Vanguard FTSE Emerging Markets N/R | — | — | — | $684K | 7.1% | |
| SPDR Portfolio S&P 400 Mid Cap N/R | — | — | — | $476K | 5.0% | |
| SPDR S&P 600 Small Cap Value ETF N/R | — | — | — | $343K | 3.6% | |
| BlackRock iShares ESG Aware MSCI USA ETF N/R | — | — | — | $212K | 2.2% | |
| Vanguard Total International Bond ETF N/R | — | — | — | $179K | 1.9% | |
| BlackRock iShares Emerging Markets USD Bond ETF N/R | — | — | — | $152K | 1.6% | |
| Vanguard Value ETF N/R | — | — | — | $138K | 1.4% | |
| BlackRock iShares ESG Aware MSCI EAFE ETF N/R | — | — | — | $89K | 0.9% | |
| Vanguard Small-Cap Value ETF N/R | — | — | — | $65K | 0.7% | |
| Vanguard Mid-Cap Value ETF N/R | — | — | — | $65K | 0.7% | |
| BlackRock iShares ESG Aware U.S. Aggregate Bond ETF N/R | — | — | — | $45K | 0.5% | |
| BlackRock iShares ESG Aware MSCI EM ETF N/R | — | — | — | $42K | 0.4% | |
| SPDR S&P Kensho New Economies Composite ETF N/R | — | — | — | $28K | 0.3% | |
| Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF N/R | — | — | — | $28K | 0.3% | |
| BlackRock iShares 0-5 Year TIPS Bond ETF N/R | — | — | — | $25K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities ETF N/R | — | — | — | $23K | 0.2% | |
| BlackRock iShares ESG Aware MSCI USA Small-Cap ETF N/R | — | — | — | $20K | 0.2% | |
| TCW Transform 500 ETF N/R | — | — | — | $19K | 0.2% | |
| Vanguard US Total Bond Market ETF N/R | — | — | — | $18K | 0.2% | |
| Schwab U.S. REIT ETF N/R | — | — | — | $17K | 0.2% | |
| JP Morgan JP Morgan Ultra-Short Income N/R | — | — | — | $14K | 0.1% | |
| Vanguard Dividend Appreciation ETF N/R | — | — | — | $9K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF N/R | — | — | — | $9K | <0.1% | |
| BlackRock iShares iBoxx $ Investment Grade Corporate Bond ETF N/R | — | — | — | $8K | <0.1% | |
| BlackRock iShares ESG Aware USD Corporate Bond ETF N/R | — | — | — | $6K | <0.1% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity N/R | — | — | — | $3K | <0.1% | |
| GraniteShares Bloomberg Com.Broad Strategy No K-1 ETF N/R | — | — | — | $1K | <0.1% | |
| BlackRock iShares Core MSCI EAFE ETF N/R | — | — | — | $1K | <0.1% |
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