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Original filing (PDF)20251002220225NAL0000884353033
TRENDLY, INC.
Form 5500
FILING_RECEIVED
TRENDLY 401(K) PLAN
401(k) retirement plan
Signals · 2
38% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
142
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
81
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 38% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRENDLY, INC..
Plan sponsor
Name
TRENDLY, INC.
EIN
46-4520014
Address
168 39TH STREET · BUILDING 19 UNIT 5B · BROOKLYN, NY · 11232
Phone
(860) 716-1166
Industry
Retail Tradesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
RUSSON + JOHNSTON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities· $1.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $639K | 37.8% | |
| Vanguard Funds Developed Markets Index Adm Mutual Fund | — | — | — | $284K | 16.8% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $215K | 12.7% | |
| Vanguard Emerging Markets Stk Adm Cl Mutual Fund | — | — | — | $134K | 7.9% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs Mutual Fund | — | — | — | $88K | 5.2% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $71K | 4.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $50K | 2.9% | |
| Vanguard Group Reserve Fed Mm Fd Mutual Fund | — | — | — | $32K | 1.9% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund ** 883 Vanguard Group Growth Index ADM Mutual Fund | — | — | — | $23K | 1.4% | |
| Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $23K | 1.4% | |
| Vanguard Financials Index ADM Mutual Fund | — | — | — | $23K | 1.4% | |
| Vanguard Group Ftse Social Index Admiral Mutual Fund | — | — | — | $23K | 1.4% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $22K | 1.3% | |
| Vanguard Group Intm Bd Index Admiral Mutual Fund | — | — | — | $21K | 1.2% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $11K | 0.7% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $5K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $4K | 0.3% |
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