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Original filing (PDF)20251015160029NAL0010521490001
TASTEMADE, INC.
Form 5500
FILING_RECEIVED
TASTEMADE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
75
Accounts w/ balance
208
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Mutual Fund" is 41% of plan.
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 TASTEMADE, INC..
Plan sponsor
Name
TASTEMADE, INC.
EIN
45-5153979
Address
3019 OLYMPIC BOULEVARD, STAGE C · SANTA MONICA, CA · 90404
Phone
(310) 795-8445
Industry
Information / Tech / Mediasee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
26 direct securities· $8.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $3.3M | 41.2% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | — | — | — | $1.9M | 23.7% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $755K | 9.4% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $529K | 6.6% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $375K | 4.7% | |
| Vanguard Total International Bond Index Admiral Mutual Fund | — | — | — | $327K | 4.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $149K | 1.9% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $135K | 1.7% | |
| Participant Loans 4.25% - 9.00% | — | — | — | $87K | 1.1% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $75K | 0.9% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $66K | 0.8% | |
| DFA International Core Equity Mutual Fund | — | — | — | $59K | 0.7% | |
| Cash | — | — | — | $51K | 0.6% | |
| Vanguard Developed Market Index Admiral Mutual Fund | — | — | — | $36K | 0.5% | |
| Vanguard FTSE Social Index Admiral Mutual Fund | — | — | — | $29K | 0.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $24K | 0.3% | |
| Vanguard Emerging Market Stock Index Mutual Fund | — | — | — | $23K | 0.3% | |
| Vanguard Interm-Term Bond Index Admiral Mutual Fund | — | — | — | $21K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Short Term Bond Index Admiral Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Short Term Infl-Prot Sec Index Mutual Fund | — | — | — | $14K | 0.2% | |
| DFA International Value I Mutual Fund | — | — | — | $7K | <0.1% | |
| DFA Global Real Estate Securities Port Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| in- Identity of issuer, borrower, lessor, or of interest, collateral, par, or interest similar party maturity value Current value BANC Master Deposit Account A Money Market 7 DFA Emerging Market Value I Mutual Fund | — | — | — | $1K | <0.1% |
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