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Original filing (PDF)20251011220025NAL0008675137001
EVENUP INC.
Form 5500
FILING_RECEIVED
EVENUP 401(K) PLAN
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
306
Accounts w/ balance
328
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 47% 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 EVENUP INC..
Plan sponsor
Name
EVENUP INC.
EIN
37-1960048
Address
EVENUP INC. 548 MARKET ST · PMB 69706 · SAN FRANCISCO, CA · 94104
Phone
(760) 613-1716
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-11
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
17 direct securities· $3.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.8M | 47.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $653K | 17.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $348K | 9.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $333K | 8.8% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $293K | 7.7% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $150K | 3.9% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $116K | 3.0% | |
| Vanguard Financials Index Fund Admiral Shares ** 44 Vanguard Growth Index Fund Admiral Shares | — | — | — | $34K | 0.9% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | — | — | — | $27K | 0.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $24K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $12K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares ** 99 Vanguard International Dividend Appreciation Index Fund ** 48 Vanguard Large-Cap Index Fund Admiral Shares ** 283 Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $12K | 0.3% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $7K | 0.2% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Participant loans receivable - 2 loans outstanding with interest rates of 9.50% - | — | — | — | $2K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares ** 89 * Non-interest bearing cash | — | — | $1K | $1K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares ** 48 Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
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