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Original filing (PDF)20250707123125NAL0008698386001
ACTIVEHOURS INC.
Form 5500
FILING_RECEIVED
ACTIVEHOURS 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
339
Accounts w/ balance
475
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
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)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund "" is 29% of plan.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTIVEHOURS INC..
Plan sponsor
Name
ACTIVEHOURS INC.
EIN
46-2925567
Address
200 PORTAGE AVE · PALO ALTO, CA · 94306
Phone
(650) 773-0785
Industry
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
2025-07-07
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
25 direct securities· $26.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $7.5M | 28.5% | |
| T. Rowe Price Retirement 2050 I Fund " | — | — | — | $2.9M | 10.8% | |
| T. Rowe Price Retirement 2055 I Fund " | — | — | — | $2.3M | 8.7% | |
| T. Rowe Price Retirement 2045 I Fund " | — | — | — | $2.1M | 8.1% | |
| Fidelity Total International Index Fund " | — | — | — | $1.6M | 5.9% | |
| T. Rowe Price Blue Chip Growth I Fund Mutual fund | — | — | — | $1.5M | 5.8% | |
| T. Rowe Price Retirement 2060 I Fund " | — | — | — | $1.4M | 5.2% | |
| T. Rowe Price Retirement 2035 I Fund " | — | — | — | $1.0M | 3.9% | |
| T. Rowe Price Retirement 2040 I Fund " | — | — | — | $933K | 3.5% | |
| Fidelity BrokerageLink Self-directed brokerage account | — | — | — | $705K | 2.7% | |
| Dodge & Cox Stock X Fund " | — | — | — | $526K | 2.0% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $488K | 1.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $481K | 1.8% | |
| Dodge & Cox Income X Fund " | — | — | — | $441K | 1.7% | |
| MFS International Diversification R6 Fund " | — | — | — | $393K | 1.5% | |
| Fidelity Real Estate Index Fund " | — | — | — | $364K | 1.4% | |
| T. Rowe Price Retirement 2030 I Fund " | — | — | — | $329K | 1.2% | |
| T. Rowe Price Retirement 2025 I Fund " | — | — | — | $300K | 1.1% | |
| Fidelity Small Cap Index Fund " | — | — | — | $285K | 1.1% | |
| Vanguard Strategic Small-Cap Equity Investor Fund " | — | — | — | $201K | 0.8% | |
| Fidelity Government Money Market K6 Fund " | — | — | — | $148K | 0.6% | |
| T. Rowe Price Retirement 2065 I Fund " | — | — | — | $129K | 0.5% | |
| Vanguard Explorer Admiral Fund " | — | — | — | $94K | 0.4% | |
| T. Rowe Price Retirement 2015 I Fund " | — | — | — | $21K | <0.1% | |
| T. Rowe Price Retirement 2005 I Fund " | — | — | — | $16K | <0.1% |