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Original filing (PDF)20250721090859NAL0000464819001
GURU TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
GURU 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
60
Accounts w/ balance
115
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm" is 47% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GURU TECHNOLOGIES, INC..
Plan sponsor
Name
GURU TECHNOLOGIES, INC.
EIN
46-3850194
Address
121 SOUTH BROAD STREET #FLOOR 9 · PHILADELPHIA, PA · 19107
Phone
(215) 618-2971
Industry
Software Publishers· 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
2025-07-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMIE FRANKEL | 61-1758632 | SANTA BARBARA, CA | ADVISOR | $13K | — |
Investments
21 direct securities· $6.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $2.9M | 46.8% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.4M | 23.0% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $456K | 7.4% | |
| Vanguard Real Estate Index Admiral | — | — | — | $391K | 6.3% | |
| Vanguard Growth Index Admiral | — | — | — | $224K | 3.6% | |
| Vanguard Total International Bond Index Fund Admiral | — | — | — | $196K | 3.2% | |
| Vanguard 500 Index Admiral | — | — | — | $171K | 2.8% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $63K | 1.0% | |
| Vanguard Value Index Admiral | — | — | — | $61K | 1.0% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $55K | 0.9% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $46K | 0.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $45K | 0.7% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $30K | 0.5% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $26K | 0.4% | |
| Non-Interest Bearing Cash | — | — | $22K | $22K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $18K | 0.3% | |
| DFA Emerging Markets Value I | — | — | — | $18K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $15K | 0.2% | |
| Vanguard Short-Term Bond Index Admiral ** 73 Vanguard Short-Term Infl-Prot Sec Index Admiral | — | — | — | $6K | 0.1% | |
| Nuveen Core Impact Bond Fund Retirement | — | — | — | $4K | <0.1% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $4K | <0.1% |
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