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Original filing (PDF)20251003111140NAL0003277954001
CUYANA, INC.
Form 5500
FILING_RECEIVED
CUYANA 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
83
Accounts w/ balance
106
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
22 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TCW Transform 500 ETF ETF 159 Vanguard Total Stock Market ETF ETF" is 30% of plan.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUYANA, INC..
Plan sponsor
Name
CUYANA, INC.
EIN
36-4699920
Address
291 GEARY STREET, SUITE 401 · SAN FRANCISCO, CA · 94102
Phone
(415) 844-0657
Industry
Retail Tradesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
AUDIT AND TAX SOLUTIONS, CPAS, INC.
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 | $9K | — |
Investments
22 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TCW Transform 500 ETF 159 Vanguard Total Stock Market ETF | — | — | — | $1.0M | 30.4% | |
| Vanguard FTSE Developed Markets ETF | — | — | — | $793K | 23.6% | |
| SPDR Port S&P 500 ETF | — | — | — | $433K | 12.9% | |
| similar party Investment Value iShares Core Total US Bond Market ETF | — | — | — | $289K | 8.6% | |
| Vanguard FTSE Emerging Markets ETF | — | — | — | $278K | 8.3% | |
| SPDR Port S&P 400 Mid Cap ETF | — | — | — | $184K | 5.5% | |
| SPDR Port S&P 600 Small Cap ETF | — | — | — | $141K | 4.2% | |
| Vanguard Total International Bond ETF | — | — | — | $63K | 1.9% | |
| iShares ESG Aware U.S. Aggregate Bond ETF 293 iShares Emerging Markets USD Bond ETF | — | — | — | $57K | 1.7% | |
| SPDR S&P Kensho New Economies Composite ETF | — | — | — | $18K | 0.5% | |
| Vanguard Value ETF | — | — | — | $13K | 0.4% | |
| iShares 0-5 Year TIPS Bond ETF | — | — | — | $11K | 0.3% | |
| Invesco QQQ Trust ETF | — | — | — | $7K | 0.2% | |
| iShares ESG Aware USD Corporate Bond ETF 101 Vanguard Small Cap Value ETF | — | — | — | $7K | 0.2% | |
| Vanguard Mid Cap Value ETF | — | — | — | $7K | 0.2% | |
| Schwab U.S. REIT ETF | — | — | — | $6K | 0.2% | |
| iShares ESG Aware MSCI USA Small Cap ETF 127 Goldman Sachs TreasuryAccess 01 Year ETF | — | — | — | $6K | 0.2% | |
| Xtrackers USD High Yield Corp Bond ETF | — | — | — | $5K | 0.2% | |
| Participant loans 1 loan; 9.25% | — | — | — | $3K | <0.1% | |
| iShares Core MSCI EAFE ETF 1 JPMorgan Ultra Short Income ETF | — | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF 469 iShares ESG Aware MSCI EM ETF 276 iShares ESG Aware MSCI USA ETF | — | — | — | $1K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF | — | — | — | $1K | <0.1% |
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