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Original filing (PDF)20250723150430NAL0001976675001
EXTEND, INC.
Form 5500
FILING_RECEIVED
EXTEND, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
205
Accounts w/ balance
320
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
25 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "INDEXSELECT MODERATE 2055 FUND Collective Investment Trust" is 41% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXTEND, INC..
Plan sponsor
Name
EXTEND, INC.
EIN
36-4919826
Address
440 N BARRANCA AVE, #4904 · COVINA, CA · 91723
Phone
(515) 890-9623
Industry
All Other Professional Services· 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
2025-07-23
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $684 | — |
Investments
15 direct securities · 13 pooled funds· $11.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$8.3M
13 holdings
Uncategorized
$3.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4.8M | 41.1% | |
| VANGUARD 500 INDEX Mutual Fund | — | — | — | $2.1M | 18.1% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.7M | 14.6% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $984K | 8.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $539K | 4.6% | |
| VANGUARD INFORMATION TECHNOLOGY IDX Mutual Fund | — | — | — | $296K | 2.5% | |
| VANGUARD DEVELOPED MARKETS INDEX Mutual Fund | — | — | — | $238K | 2.0% | |
| VANGUARD MID CAP INDEX FUND Mutual Fund | — | — | — | $141K | 1.2% | |
| JPMORGAN LARGE CAP GROWTH Mutual Fund | — | — | — | $134K | 1.1% | |
| VANGUARD SMALL CAP INDEX Mutual Fund | — | — | — | $131K | 1.1% | |
| maturing through December 2029 | — | — | — | $127K | 1.1% | |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $95K | 0.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $81K | 0.7% | |
| OAKMARK INSTITUTIONAL Mutual Fund | — | — | — | $71K | 0.6% | |
| AMERICAN FUNDS BOND FUND OF AMER Mutual Fund | — | — | — | $59K | 0.5% | |
| VANGUARD WINDSOR II FUND Mutual Fund | — | — | — | $41K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $41K | 0.3% | |
| VANGUARD EXPLORER Mutual Fund | — | — | — | $24K | 0.2% | |
| MACQUARIE MID CAP GROWTH Mutual Fund | — | — | — | $20K | 0.2% | |
| DFA US TARGETED VALUE Mutual Fund | — | — | — | $16K | 0.1% | |
| BARON REAL ESTATE Mutual Fund | — | — | — | $15K | 0.1% | |
| FIDELITY ADVISOR VALUE STRATEGIES Mutual Fund | — | — | — | $15K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $479 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $0 | <0.1% |
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