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Original filing (PDF)20250802042218NAL0003517619007
EKO HEALTH, INC.
Form 5500
FILING_RECEIVED
EKO HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
86
Accounts w/ balance
178
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
25 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral" is 44% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EKO HEALTH, INC..
Plan sponsor
Name
EKO HEALTH, INC.
EIN
46-2194191
Address
2100 POWELL ST · SUITE 300 · EMERYVILLE, CA · 94608
Phone
(844) 356-3384
Industry
Manufacturingsee 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
2025-08-02
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
FRANK, RIMERMAN + CO. 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 | $11K | — |
Investments
25 direct securities· $10.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $4.8M | 44.3% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $1.8M | 16.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.3M | 12.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $956K | 8.8% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $557K | 5.1% | |
| Vanguard Total International Bond Index Fund Admiral | — | — | — | $460K | 4.2% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $256K | 2.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $150K | 1.4% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $86K | 0.8% | |
| Vanguard Materials Index Admiral ** 86 Vanguard Mid-Cap Index Fund Admiral | — | — | — | $74K | 0.7% | |
| Vanguard Industrials Index Fund Admiral ** 44 Vanguard Information Technology Index Fund Admiral | — | — | — | $61K | 0.6% | |
| Vanguard Group Extended Market Index | — | — | — | $58K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $52K | 0.5% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $52K | 0.5% | |
| Vanguard Long-Term Bond Index Fund Admiral | — | — | — | $39K | 0.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares ** 412 Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $36K | 0.3% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $17K | 0.2% | |
| Non-Interest Bearing Cash | — | — | $12K | $12K | 0.1% | |
| Vanguard Group Small Cap Value Index Admiral ** 396 Vanguard Group Value Index Admiral | — | — | — | $11K | <0.1% | |
| Vanguard Financials Index Fund Admiral ** 147 Vanguard FTSE Social Index Fund Admiral | — | — | — | $10K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral | — | — | — | $10K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $7K | <0.1% | |
| Participant loans receivable - 4 loans outstanding with interest rates from 5.00% - 9.50% - | — | — | — | $6K | <0.1% | |
| Vanguard Telecom Services Index Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
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