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Original filing (PDF)20251015121730NAL0009535906001
BAMBOO TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
BAMBOO TECHNOLOGIES, INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 1
53% in single holding
Active participants
26
Accounts w/ balance
80
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm" is 53% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAMBOO TECHNOLOGIES, INC..
Plan sponsor
Name
BAMBOO TECHNOLOGIES, INC.
EIN
32-0434263
Address
9450 SW GEMINI DR. PBM 49927 · BEAVERTON, OR · 970087105
Phone
(248) 361-0634
Industry
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
2025-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BRIDGE CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISORS | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $14K | — |
Investments
16 direct securities· $3.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $1.6M | 52.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $725K | 23.6% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $237K | 7.7% | |
| Vanguard Real Estate Index Admiral | — | — | — | $215K | 7.0% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $105K | 3.4% | |
| Vanguard 500 Index Admiral | — | — | — | $71K | 2.3% | |
| Vanguard Growth Index Admiral | — | — | — | $14K | 0.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $9K | 0.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $9K | 0.3% | |
| Vanguard Interm-Term Bond Index Adm | — | — | — | $6K | 0.2% | |
| Vanguard Value Index Adm | — | — | — | $3K | 0.1% | |
| Vanguard Emerging Markets Stock Index Adm | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $686 | <0.1% | |
| Banc of California BANC Master Deposit Account A | — | — | — | $5 | <0.1% |
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