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Original filing (PDF)20250802042218NAL0003517619008
ORUM INC.
Form 5500
FILING_RECEIVED
ORUM 401(K) PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
109
Accounts w/ balance
159
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORUM INC..
Plan sponsor
Name
ORUM INC.
EIN
37-1898035
Address
1401 LAVACA STREET · #685 · AUSTIN, TX · 78701
Phone
(512) 241-7340
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.8M | 42.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $726K | 17.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $384K | 9.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $362K | 8.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $168K | 4.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $124K | 3.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $113K | 2.7% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $70K | 1.7% | |
| Vanguard Total Stock Market Index Fund Institutional Shares | — | — | — | $60K | 1.5% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $49K | 1.2% | |
| Vanguard Communication Services Index Fund Admiral Class | — | — | — | $39K | 0.9% | |
| Participant loans receivable - 4 loan receivables with interest * rates of 9.00% - 9.50% - | — | — | — | $38K | 0.9% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $32K | 0.8% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $24K | 0.6% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $22K | 0.5% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $20K | 0.5% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $20K | 0.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $17K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $16K | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $12K | 0.3% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $11K | 0.3% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $8K | 0.2% | |
| Vanguard Pacific Stock Index Fund Admiral Shares | — | — | — | $6K | 0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $5K | 0.1% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Non-interest bearing cash | — | — | $3K | $3K | <0.1% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
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