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Original filing (PDF)20250729220021NAL0003976433003
CAMUNDA INC.
Form 5500
FILING_RECEIVED
CAMUNDA 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
135
Accounts w/ balance
164
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
32 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 40% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMUNDA INC..
Plan sponsor
Name
CAMUNDA INC.
EIN
38-3933355
Address
101 MONTGOMERY STREET · SUITE 1900 · SAN FRANCISCO, CA · 94104
Phone
(415) 513-0111
Industry
Custom Computer Programming· 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
2025-07-29
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
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
32 direct securities· $12.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $5.1M | 40.4% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $2.0M | 15.6% | |
| Value Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $1.5M | 11.9% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $978K | 7.7% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $533K | 4.2% | |
| Vanguard Specialized DIV REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $506K | 4.0% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $437K | 3.4% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $368K | 2.9% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $154K | 1.2% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $135K | 1.1% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $116K | 0.9% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $80K | 0.6% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $75K | 0.6% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $68K | 0.5% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $67K | 0.5% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $65K | 0.5% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $64K | 0.5% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $64K | 0.5% | |
| Vanguard Specialized DIV Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $63K | 0.5% | |
| Vanguard Group Large Cap Index Admiral Mutual Fund | — | — | — | $48K | 0.4% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $43K | 0.3% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $28K | 0.2% | |
| Vanguard Group Short-Term Bond Index Admiral Mutual Fund | — | — | — | $27K | 0.2% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $25K | 0.2% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $24K | 0.2% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $16K | 0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $15K | 0.1% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Group Mid Cap Value Index Admiral Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Pacific Stock Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $4K | <0.1% |
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