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Original filing (PDF)20251014161443NAL0001668867001
CRITERIA CORP
Form 5500
FILING_RECEIVED
CRITERIA CORP 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
99
Accounts w/ balance
121
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
26 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Vanguard Vanguard Total Stock Market Index N/R" is 38% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRITERIA CORP.
Plan sponsor
Name
CRITERIA CORP
EIN
37-1517042
Address
750 N SAN VICENTE · SUITE 1500 · WEST HOLLYWOOD, CA · 90069
Phone
(949) 903-4651
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISORS LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $41K | — |
Investments
26 direct securities· $9.0M(98% of reported assets)
Uncategorized
$5.6M
25 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index N/R | Mutual Funds | — | — | $3.4M | 37.2% | |
| Fund Admiral Vanguard Total International Stock N/R | — | — | — | $1.9M | 20.8% | |
| Index Fund Admiral Vanguard Total Bond Market Index N/R | — | — | — | $1.0M | 11.1% | |
| Fund Admiral Vanguard 500 Index Fund Admiral N/R | — | — | — | $755K | 8.3% | |
| Vanguard Real Estate Index Fund N/R | — | — | — | $555K | 6.1% | |
| Admiral Vanguard Total International Bond N/R | — | — | — | $457K | 5.0% | |
| Index Fund Admiral Vanguard Growth Index Fund N/R | — | — | — | $244K | 2.7% | |
| Admiral Vanguard Value Index Fund Admiral N/R | — | — | — | $152K | 1.7% | |
| Participant Loans Interest rates: 4.17% - 9.50% $0 | — | — | — | $107K | 1.2% | |
| Vanguard Short-Term Bond Index N/R | — | — | — | $60K | 0.7% | |
| Fund Admiral Vanguard Short-Term Inflation- N/R | — | — | — | $50K | 0.5% | |
| Money Market Funds Vanguard Federal Money Market N/R | — | — | — | $43K | 0.5% | |
| Fund Investor Banc of California BANC Master Deposit Account A N/R | — | — | — | $34K | 0.4% | |
| Protected Securities Index Admiral Vanguard Small-Cap Index Fund N/R | — | — | — | $26K | 0.3% | |
| Admiral Vanguard Interim-Term Bond Index Admiral N/R | — | — | — | $26K | 0.3% | |
| Vanguard Mid-Cap Index Fund N/R | — | — | — | $23K | 0.3% | |
| Admiral Vanguard FTSE Social Index Fund N/R | — | — | — | $21K | 0.2% | |
| Admiral Vanguard Small-Cap Growth Index N/R | — | — | — | $21K | 0.2% | |
| Fund Admiral Vanguard Mid-Cap Growth Index N/R | — | — | — | $14K | 0.2% | |
| Fund Admiral Vanguard Small-Cap Value Index N/R | — | — | — | $14K | 0.2% | |
| Fund Admiral Vanguard Developed Markets Index N/R | — | — | — | $12K | 0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Value N/R | — | — | — | $10K | 0.1% | |
| Institutional Dimensional Fund Advisors DFA International Value N/R | — | — | — | $9K | <0.1% | |
| Portfolio Institutional Vanguard Mid-Cap Value Index Fund Admiral N/R | — | — | — | $5K | <0.1% | |
| Vanguard Emerging Markets Stock N/R | — | — | — | $5K | <0.1% | |
| Index Fund Admiral Dimensional Fund Advisors DFA Emerging Markets Small Cap N/R | — | — | — | $1K | <0.1% |
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