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Original filing (PDF)20250925145345NAL0010635331001
ANDELA, INC.
Form 5500
FILING_RECEIVED
ANDELA 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
251
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDELA, INC..
Plan sponsor
Name
ANDELA, INC.
EIN
37-1760438
Address
169 MADISON AVE · SUITE 15766 · NEW YORK, NY · 10016
Phone
(303) 588-8297
Industry
Custom Computer Programming· 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
| CREATIVE RETIREMENT SYSTEMS, INC. | 31-1299207 | — | NONE | $3K | — |
Investments
29 direct securities· $8.6M(99% of reported assets)
Uncategorized
$6.6M
28 holdings
Mutual Funds
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES Vanguard Target Retirement 2055 | Mutual Funds | — | $35K | $2.0M | 22.7% | |
| Vanguard Target Retirement 2050 | — | — | $35K | $1.7M | 19.9% | |
| Vanguard 500 Index Adm | — | — | $2K | $929K | 10.7% | |
| Vanguard Growth Index Adm | — | — | $4K | $747K | 8.6% | |
| Vanguard Target Retirement 2040 | — | — | $17K | $745K | 8.6% | |
| Vanguard Target Retirement 2045 | — | — | $22K | $645K | 7.4% | |
| Vanguard Target Retirement 2060 | — | — | $10K | $522K | 6.0% | |
| Vanguard Target Retirement 2065 | — | — | $5K | $168K | 1.9% | |
| Vanguard Mid-Cap Value Index Adm | — | — | $2K | $137K | 1.6% | |
| Vanguard Target Retirement 2035 | — | — | $5K | $114K | 1.3% | |
| Vanguard Value Index Adm | — | — | $1K | $95K | 1.1% | |
| Vanguard Mid-Cap Growth Index Adm 824 | — | — | — | $90K | 1.0% | |
| Vanguard Target Retirement 2025 | — | — | $4K | $81K | 0.9% | |
| Vanguard Balanced Index Adm | — | — | $2K | $77K | 0.9% | |
| Vanguard Total Bond Market Index | — | — | $8K | $75K | 0.9% | |
| Vanguard Small-Cap Value Index Adm 851 | — | — | — | $73K | 0.8% | |
| Vanguard Small-Cap Growth Index 685 | — | — | — | $67K | 0.8% | |
| Vanguard Target Retirement 2030 | — | — | $1K | $56K | 0.6% | |
| Vanguard Real Estate Index Adm 416 | — | — | — | $53K | 0.6% | |
| Vanguard Short-Term Bond Index Adm | — | — | $4K | $39K | 0.5% | |
| Vanguard Mid Cap Index Adm 104 | — | — | — | $34K | 0.4% | |
| Vanguard Total Intl Stock Index Adm | — | — | $1K | $32K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx 810 | — | — | — | $30K | 0.3% | |
| Vanguard Total Intl Bond Index Adm | — | — | $1K | $22K | 0.3% | |
| MONEY MARKET FUND Vanguard Federal Money Market Fund | — | — | $22K | $22K | 0.3% | |
| Vanguard Target Retirement 2020 788 | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement Income | — | — | $1K | $17K | 0.2% | |
| Vanguard Target Retirement 2070 557 | — | — | — | $15K | 0.2% | |
| Vanguard Small-Cap Index Adm 128 | — | — | — | $15K | 0.2% |
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