How big is Juniper Square, Inc.'s plan?

Juniper Square, Inc.'s plan reported $26.3M in assets and 433 participants for 2024.

Original filing (PDF)20260206220021NAL0006176513003

Juniper Square, Inc.

Name: Juniper Square, Inc. — Juniper Square 401(k) Plan, Form 5500 (2024)
Creator: Juniper Square, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Juniper Square 401(k) Plan

401(k) retirement plan · Juniper Square, Inc.'s Juniper Square 401(k) Plan held $26.3M in plan assets for 433 participants in 2024, with Guideline as recordkeeper.

Signals · 3

Late filing · 2.7 mo46% in single holdingCorrective distributions issued

Active participants

433

Accounts w/ balance

545

Plan assets (EOY)

$26.3M

Net assets (EOY)

$26.3M

Plan identifiers

Juniper Square, Inc.'s EIN is 46-4945827.

EIN 46-4945827

Plan number 001

Plan year 2024

ACK ID 20260206220021NAL0006176513003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Juniper Square, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Juniper Square, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.7 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

JUNIPER SQUARE, INC.

EIN

all filings

Address

555 MONTGOMERY ST · STE 1400 · SAN FRANCISCO, CA · 94111

Phone

(415) 841-2722

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-06

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)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, LLC	47-4474775	—	RECORDKEEPER	$23K	—

Investments

37 direct securities· $26.1M(99% of reported assets)

Common Collective Trusts

$19.0M

16 holdings

Mutual Funds

$7.1M

20 holdings

Other securities

$116K

1 holding

					% of plan
Vanguard Group Total Stock Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$12.0M	45.5%
Vanguard Funds Developed Markets Index Admiral Mutual fund	Mutual Funds	—	—	$4.3M	16.2%
Vanguard Group Bond Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.6M	9.8%
Vanguard Emerging Markets Stock Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$2.2M	8.3%
Vanguard Group REIT Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$1.1M	4.2%
Vanguard Group Index 500 Admiral Mutual fund	Mutual Funds	—	—	$889K	3.4%
Vanguard Funds Total International Bond Index Mutual fund	Mutual Funds	—	—	$875K	3.3%
Vanguard Group Growth Index Admiral Mutual fund	Mutual Funds	—	—	$565K	2.1%
Vanguard Information Technology Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$467K	1.8%
Vanguard Group Total Institutional Stock Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$268K	1.0%
Notes receivable from participants through November 2029 -	Other securities	—	—	$116K	0.4%
Vanguard Group Small Cap Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$109K	0.4%
Vanguard Group Mid Cap Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$92K	0.4%
Vanguard Group Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$80K	0.3%
Vanguard Group Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$71K	0.3%
Vanguard Group Reserve Federal Money Market Fund Money market fund	Mutual Funds	—	—	$70K	0.3%
Vanguard Group FTSE Social Index Admiral Mutual fund	Mutual Funds	—	—	$64K	0.2%
Vanguard Group Extended Market Index Mutual fund	Mutual Funds	—	—	$59K	0.2%
Vanguard Group High Divid Yield Index Admiral Mutual fund	Mutual Funds	—	—	$59K	0.2%
Vanguard Group Long Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$57K	0.2%
Vanguard Telecom Services Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$33K	0.1%
Vanguard International Equity Index Mutual fund	Common Collective Trusts	—	—	$22K	<0.1%
Vanguard Group Mid Cap Value Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$19K	<0.1%
Vanguard Specialized Dividend Appreciation Index Mutual fund	Mutual Funds	—	—	$15K	<0.1%
Vanguard Short- Term Inflation Protected Securities Mutual fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard Materials Index Admiral Mutual fund	Mutual Funds	—	—	$13K	<0.1%
Vanguard Group Mid Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$11K	<0.1%
Vanguard Energy Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Group Short-Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard Utilities Index Admiral Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard Group Small Cap Growth Index Admiral Mutual fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard Health Care Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Financials Index Fund Admiral Mutual fund	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard Group LG Cap Index Fund ADML Mutual fund	Common Collective Trusts	—	—	$4K	<0.1%
Vanguard Industrials Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group INTM BD Index Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard FTSE All World Exus SM Admiral Mutual fund	Mutual Funds	—	—	$2K	<0.1%