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Original filing (PDF)20251015202858NAL0002865283002
MIGHTYHIVE INC.
Form 5500
FILING_RECEIVED
S4 CAPITAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,788
Accounts w/ balance
2,849
Plan assets (EOY)
$159.8M
Net assets (EOY)
$159.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIGHTYHIVE INC..
Plan sponsor
Name
MIGHTYHIVE INC.
EIN
45-4612713
Address
394 PACIFIC AVENUE · SUITE B100 · SAN FRANCISCO, CA · 94111
Phone
(888) 727-9742
Industry
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
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $79K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $55K | — |
Investments
31 direct securities · 4 pooled funds· $159.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$141.8M
30 holdings
Common Collective Trust
$15.9M
4 holdings
Mutual Funds
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Target Retirement 2055 | — | — | — | $26.7M | 16.7% | |
| Vanguard Instl Target Retirement 2050 | — | — | — | $22.0M | 13.8% | |
| Vanguard Instl Target Retirement 2045 | — | — | — | $17.4M | 10.9% | |
| Vanguard Instl Target Retirement 2060 | — | — | — | $14.6M | 9.1% | |
| SS S&P 500 IND NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $14.0M | 8.7% | |
| Vanguard Instl Target Retirement 2040 | — | — | — | $11.4M | 7.1% | |
| Vanguard Total Stock Mkt Index | — | — | — | $8.8M | 5.5% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $7.2M | 4.5% | |
| Vanguard Instl Target Retirement 2035 | — | — | — | $4.6M | 2.9% | |
| Vanguard Small-Cap Index Adm | — | — | — | $4.4M | 2.8% | |
| DFA International Port Instl | — | — | — | $3.9M | 2.4% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $2.1M | 1.3% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $2.1M | 1.3% | |
| Vanguard Mid cap Index Fund Admiral | — | — | — | $2.0M | 1.3% | |
| JPMorgan Large cap value | — | — | — | $1.9M | 1.2% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $1.9M | 1.2% | |
| Vanguard FTSE social index ADM | — | — | — | $1.8M | 1.2% | |
| Vanguard Instl Target Retirement 2065 | — | — | — | $1.8M | 1.1% | |
| T Rowe Price America Growth | — | — | — | $1.5M | 1.0% | |
| Vanguard Instl Target Retirement 2030 | — | — | — | $1.4M | 0.9% | |
| Vanguard Real Estate Index Adm | — | — | — | $1.3M | 0.8% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $1.2M | 0.7% | |
| Vanguard Instl Target Retirement 2025 | — | — | — | $931K | 0.6% | |
| Blackrock Total return | — | — | — | $903K | 0.6% | |
| Victory Sycamore Established value | — | — | — | $870K | 0.5% | |
| IVY MID CAP GROWTH CIT SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | — | — | $431K | 0.3% | |
| MFS New Discovery Value R6 | — | — | — | $415K | 0.3% | |
| PGIM High yield Fund R6 | — | — | — | $242K | 0.2% | |
| WASATCH CORE GROWTH CIT SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $177K | 0.1% | |
| Vanguard Total Intl BD Stock index Adm | — | — | — | $172K | 0.1% | |
| Nuveen core impact Bond R6 | — | — | — | $154K | <0.1% | |
| Vanguard Instl Target Retirement 2020 | — | — | — | $73K | <0.1% | |
| Vanguard target retirement income | — | — | — | $69K | <0.1% | |
| Vanguard Instl Target Retirement 2070 | — | — | — | $22K | <0.1% |