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Original filing (PDF)20251015061216NAL0007959570001
AUGMEDIX, INC.
Form 5500
FILING_RECEIVED
AUGMEDIX, INC. 401 (K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
199
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGMEDIX, INC..
Plan sponsor
Name
AUGMEDIX, INC.
EIN
46-2686621
Address
520 HAMPSHIRE ST STE 202 · SAN FRANCISCO, CA · 941107404
Phone
(949) 292-3127
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RAKESH JAIN, CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Investments
32 direct securities · 1 pooled fund· $6.7M(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
$6.6M
32 holdings
Common Collective Trust
$121K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 Registered Investment Company N/A | — | — | — | $1.4M | 21.2% | |
| VAN TARGET RETIRE 2055 Registered Investment Company N/A | — | — | — | $950K | 14.1% | |
| VAN TARG RETIRE 2060 Registered Investment Company N/A | — | — | — | $906K | 13.4% | |
| FID 500 IND Registered Investment Company N/A | — | — | — | $872K | 12.9% | |
| VAN TARGET RETIRE 2035 Registered Investment Company N/A | — | — | — | $442K | 6.6% | |
| VAN TARGET RETIRE 2045 Registered Investment Company N/A | — | — | — | $401K | 5.9% | |
| VAN TARGET RETIRE 2030 Registered Investment Company N/A | — | — | — | $185K | 2.7% | |
| VAN TARGET RETIRE 2025 Registered Investment Company N/A | — | — | — | $174K | 2.6% | |
| JANUS HENDERSON VENTURE FUND-N Registered Investment Company N/A | — | — | — | $173K | 2.6% | |
| FID LARGE CAP GROWTH INDEX Registered Investment Company N/A | — | — | — | $164K | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company N/A | — | — | — | $139K | 2.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $121K | 1.8% | |
| VANGUARD DIV GRTH - INV Registered Investment Company N/A | — | — | — | $91K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM Registered Investment Company N/A | — | — | — | $82K | 1.2% | |
| VAN TARGET RETIRE 2040 Registered Investment Company N/A | — | — | — | $78K | 1.2% | |
| DFA US CORE EQUITY 1 PORT INST Registered Investment Company N/A | — | — | — | $77K | 1.1% | |
| FID EMERGING MARKETS INDEX Registered Investment Company N/A | — | — | — | $62K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL Registered Investment Company N/A | — | — | — | $51K | 0.8% | |
| BNYM SM MD CP GR Y Registered Investment Company N/A | — | — | — | $44K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON Registered Investment Company N/A | — | — | — | $43K | 0.6% | |
| BLACKROCK HIGH YIELD K Registered Investment Company N/A | — | — | — | $40K | 0.6% | |
| AMERICAN CENTURY MID CP VAL R6 Registered Investment Company N/A | — | — | — | $38K | 0.6% | |
| COLUMBIA OVERSEAS VALUE I3 Registered Investment Company N/A | — | — | — | $35K | 0.5% | |
| Participant Loans Interest Rates ( 5.25% to 10.50% ) N/A | — | — | — | $31K | 0.5% | |
| VAN TARG RETIRE 2065 Registered Investment Company N/A | — | — | — | $23K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM Registered Investment Company N/A | — | — | — | $23K | 0.3% | |
| JPMORGAN CORE PLUS BOND R6 Registered Investment Company N/A | — | — | — | $17K | 0.3% | |
| COLUMBIA EMERGING MKTS - I3 Registered Investment Company N/A | — | — | — | $15K | 0.2% | |
| VAN TARGET RETIRE INC Registered Investment Company N/A | — | — | — | $12K | 0.2% | |
| DFA INFLATION PROT SEC INST Registered Investment Company N/A | — | — | — | $11K | 0.2% | |
| MFS VALUE R6 Registered Investment Company N/A | — | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 Registered Investment Company N/A | — | — | — | $3K | <0.1% | |
| VICTORY INTEGRITY SMCAP VAL R6 Registered Investment Company N/A | — | — | — | $2K | <0.1% |
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