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Original filing (PDF)20250516115345NAL0020297889001
CITRINE INFORMATICS, INC.
Form 5500
FILING_RECEIVED
CITRINE INFORMATICS 401(K) PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
83
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITRINE INFORMATICS, INC..
Plan sponsor
Name
CITRINE INFORMATICS, INC.
EIN
46-4188524
Address
2629 BROADWAY STREET · REDWOOD CITY, CA · 94063
Phone
(650) 276-7318
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
2025-05-16
Pension benefit codes
2S · Automatic enrollment
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
ARMANINO LLP
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 | $3K | — |
Investments
29 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.0M | 23.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.4M | 15.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.2M | 13.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $966K | 11.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $601K | 6.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $500K | 5.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $411K | 4.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $310K | 3.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $164K | 1.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $148K | 1.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $138K | 1.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $120K | 1.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $116K | 1.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $99K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $79K | 0.9% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $73K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $65K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $64K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $63K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $50K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $43K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $33K | 0.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $24K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $23K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $19K | 0.2% | |
| Vanguard European Stock Index Adm Vanguard 0 | — | — | — | $11K | 0.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $4K | <0.1% |
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