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Original filing (PDF)20260206220021NAL0006176513003
JUNIPER SQUARE, INC.
Form 5500
FILING_RECEIVED
JUNIPER SQUARE 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.7 mo46% in single holding
Active participants
433
Accounts w/ balance
545
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
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 (directional)
92
/ 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
89
Concentration risk
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- Top holding "Vanguard Group Total Stock Index Fund Admiral Mutual fund" is 46% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUNIPER SQUARE, INC..
Plan sponsor
Name
JUNIPER SQUARE, INC.
EIN
46-4945827
Address
555 MONTGOMERY ST · STE 1400 · SAN FRANCISCO, CA · 94111
Phone
(415) 841-2722
Industry
Software Publishers· Information / Tech / Mediasee all
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)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, LLC | 47-4474775 | — | RECORDKEEPER | $23K | — |
Investments
37 direct securities· $26.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Fund Admiral Mutual fund | — | — | — | $12.0M | 45.5% | |
| Vanguard Funds Developed Markets Index Admiral Mutual fund | — | — | — | $4.3M | 16.2% | |
| Vanguard Group Bond Index Fund Admiral Mutual fund | — | — | — | $2.6M | 9.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual fund | — | — | — | $2.2M | 8.3% | |
| Vanguard Group REIT Index Fund Admiral Mutual fund | — | — | — | $1.1M | 4.2% | |
| Vanguard Group Index 500 Admiral Mutual fund | — | — | — | $889K | 3.4% | |
| Vanguard Funds Total International Bond Index Mutual fund | — | — | — | $875K | 3.3% | |
| Vanguard Group Growth Index Admiral Mutual fund | — | — | — | $565K | 2.1% | |
| Vanguard Information Technology Index Fund Admiral Mutual fund | — | — | — | $467K | 1.8% | |
| Vanguard Group Total Institutional Stock Index Fund Admiral Mutual fund | — | — | — | $268K | 1.0% | |
| Notes receivable from participants through November 2029 - | — | — | — | $116K | 0.4% | |
| Vanguard Group Small Cap Value Index Fund Admiral Mutual fund | — | — | — | $109K | 0.4% | |
| Vanguard Group Mid Cap Index Fund Admiral Mutual fund | — | — | — | $92K | 0.4% | |
| Vanguard Group Value Index Fund Admiral Mutual fund | — | — | — | $80K | 0.3% | |
| Vanguard Group Small Cap Index Admiral Mutual fund | — | — | — | $71K | 0.3% | |
| Vanguard Group Reserve Federal Money Market Fund Money market fund | — | — | — | $70K | 0.3% | |
| Vanguard Group FTSE Social Index Admiral Mutual fund | — | — | — | $64K | 0.2% | |
| Vanguard Group Extended Market Index Mutual fund | — | — | — | $59K | 0.2% | |
| Vanguard Group High Divid Yield Index Admiral Mutual fund | — | — | — | $59K | 0.2% | |
| Vanguard Group Long Term Bond Index Admiral Mutual fund | — | — | — | $57K | 0.2% | |
| Vanguard Telecom Services Index Fund Admiral Mutual fund | — | — | — | $33K | 0.1% | |
| Vanguard International Equity Index Mutual fund | — | — | — | $22K | <0.1% | |
| Vanguard Group Mid Cap Value Index Fund Admiral Mutual fund | — | — | — | $19K | <0.1% | |
| Vanguard Specialized Dividend Appreciation Index Mutual fund | — | — | — | $15K | <0.1% | |
| Vanguard Short- Term Inflation Protected Securities Mutual fund | — | — | — | $14K | <0.1% | |
| Vanguard Materials Index Admiral Mutual fund | — | — | — | $13K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual fund | — | — | — | $11K | <0.1% | |
| Vanguard Energy Index Fund Admiral Mutual fund | — | — | — | $9K | <0.1% | |
| Vanguard Group Short-Term Bond Index Admiral Mutual fund | — | — | — | $9K | <0.1% | |
| Vanguard Utilities Index Admiral Mutual fund | — | — | — | $8K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual fund | — | — | — | $8K | <0.1% | |
| Vanguard Health Care Index Fund Admiral Mutual fund | — | — | — | $7K | <0.1% | |
| Vanguard Financials Index Fund Admiral Mutual fund | — | — | — | $6K | <0.1% | |
| Vanguard Group LG Cap Index Fund ADML Mutual fund | — | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Group INTM BD Index Admiral Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard FTSE All World Exus SM Admiral Mutual fund | — | — | — | $2K | <0.1% |
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