Back to filter
Original filing (PDF)20251029112942NAL0001157216001
TROVE RECOMMERCE, INC.
Form 5500
FILING_RECEIVED
TROVE RECOMMERCE 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
70
Accounts w/ balance
347
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
23 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Fund Admiral" is 42% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROVE RECOMMERCE, INC..
Plan sponsor
Name
TROVE RECOMMERCE, INC.
EIN
45-5133674
Address
2648 INTERNATIONAL BLVD, · STE 115 · OAKLAND, CA · 94601
Phone
(650) 245-0582
Industry
All Other Professional Services· 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
2025-10-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
OSTROW REISIN BERK & ABRAMS. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $49K | — |
Investments
23 direct securities· $9.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $4.0M | 41.8% | |
| Vanguard Total International Stock Index Fund Admiral | — | — | — | $2.4M | 24.8% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $1.1M | 11.9% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $682K | 7.1% | |
| Participant-directed profit-sharing and 401(k) investments: (continued) Mutual funds: (continued) Vanguard Total International Bond Index Fund Admiral | — | — | — | $498K | 5.2% | |
| Nuveen Core Impact Bond Fund Premier ** 3 Vanguard 500 Index Fund Admiral | — | — | — | $393K | 4.1% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $100K | 1.0% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $99K | 1.0% | |
| Vanguard FTSE Social Index Fund Admiral ** 14 Vanguard Growth Index Admiral | — | — | — | $63K | 0.7% | |
| Vanguard Small-Cap Value Index Fund Admiral | — | — | — | $40K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $28K | 0.3% | |
| Vanguard Value Index Admiral | — | — | — | $27K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $22K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | — | — | — | $16K | 0.2% | |
| Notes receivable from participants (From 4.25% to 9.50%) | — | — | — | $15K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Admiral | — | — | — | $13K | 0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Value Portfolio Institutional Class | — | — | — | $12K | 0.1% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $8K | <0.1% | |
| Banc of California Banc Master Deposit Account ** 36 Dimensional Fund Advisors DFA Emerging Markets Small Cap Portfolio Institutional Class | — | — | — | $8K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $5K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | — | — | — | $5K | <0.1% |
Related plans
Other plans using HUMAN INTEREST ADVISOR LLC
ROMAN HEALTH VENTURES, INC.
ROMAN 401(K) PLAN
$39.9M · 489 participants
FAIRE WHOLESALE, INC.
FAIRE 401(K) PLAN
$32.7M · 560 participants
REMARKABLE FOODS, INC.
REMARKABLE FOODS, INC. 401(K) PLAN
$23.2M · 2,005 participants
CODA PROJECT, INC.
CODA PROJECT 401(K) PLAN
$18.3M · 187 participants
ODDBALL, INC.
ODDBALL 401(K) PLAN
$17.0M · 311 participants
MODERN LIFE INC.
MODERN HEALTH 401(K) PLAN
$16.6M · 266 participants
Similar-size All Other Professional Services plans
MISTRAL, INC.
MISTRAL GROUP EMPLOYEES 401K PLAN
$9.6M · 40 participants
DON JOHNS, INC.
DON JOHNS, INC. PROFIT SHARING PLAN & TRUST
$9.6M · 21 participants
SHORELAND INC
SHORELAND INC 401(K) PROFIT SHARING PLAN & TRUST
$9.6M · 40 participants
METROPOLIS GROUP INC.
METROPOLIS GROUP INC. 401(K) PROFIT SHARING
$9.6M · 49 participants
PMI RESOURCE, LLC
PMI RESOURCE, LLC
$9.6M · 390 participants
SKILLSHARE, INC.
SKILLSHARE, INC. 401(K) PLAN
$9.6M · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B