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Original filing (PDF)20250820151726NAL0005871520001
REALTIMEBOARD INC.
Form 5500
FILING_RECEIVED
MIRO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
393
Accounts w/ balance
525
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALTIMEBOARD INC..
Plan sponsor
Name
REALTIMEBOARD INC.
EIN
46-3921926
Address
201 SPEAR STREET · SUITE 1100 · SAN FRANCISCO, CA · 94105
Phone
(415) 669-8098
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
2025-08-20
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
33 direct securities· $36.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $8.4M | 23.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $6.0M | 16.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $4.7M | 13.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.3M | 11.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2.3M | 6.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.0M | 5.6% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $1.3M | 3.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $960K | 2.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $887K | 2.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $739K | 2.0% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $704K | 1.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $418K | 1.2% | |
| JPMorgan International Equity R6 JP Morgan 0 | — | — | — | $376K | 1.0% | |
| DFA Investment Grade Instl DFA 0 | — | — | — | $314K | 0.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $307K | 0.9% | |
| BlackRock Mid-Cap Growth Equity K BlackRock 0 | — | — | — | $285K | 0.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $270K | 0.7% | |
| Columbia Dividend Income I3 Columbia 0 | — | — | — | $261K | 0.7% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $254K | 0.7% | |
| American Funds New World R6 American Funds 0 | — | — | — | $238K | 0.7% | |
| Gabelli U.S. Treas Money Market I Gabelli 0 | — | — | — | $221K | 0.6% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $204K | 0.6% | |
| Franklin Small Cap Value R6 Franklin 0 | — | — | — | $176K | 0.5% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $128K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $97K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $97K | 0.3% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $94K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $56K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $49K | 0.1% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $6K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $1K | <0.1% |
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