Original filing (PDF)20250919220114NAL0001245363005

GOLDBELY, INC.

Name: GOLDBELY, INC. — GOLDBELY 401(K) PLAN, Form 5500 (2024)
Creator: GOLDBELY, INC.

Form 5500

FILING_RECEIVED

GOLDBELY 401(K) PLAN

401(k) retirement plan

Signals · 2

51% in single holdingNo recordkeeper disclosed

Active participants

113

Accounts w/ balance

161

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDBELY, INC..

Plan sponsor

Name

GOLDBELY, INC.

EIN

45-5283537

Address

27 UNION SQUARE W · SUITE 500 · NEW YORK, NY · 10003

Phone

(425) 301-1549

Industry

Accommodation & Food 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

2025-09-19

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

14 direct securities· $3.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Index Admiral Class -	—	—	—	$1.8M	50.9%
Vanguard Developed Markets Index Adm -	—	—	—	$642K	17.7%
Vanguard Group Bond Index Admiral Class -	—	—	—	$418K	11.5%
Vanguard Emerging Markets Stk Adm Cl -	—	—	—	$320K	8.8%