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Original filing (PDF)20251015084504NAL0005566336001
HEYTUTOR
Form 5500
FILING_RECEIVED
HEYTUTOR 401(K) PLAN
401(k) retirement plan
Signals · 2
48% in single holding~163 bps in Sched C fees
Active participants
48
Accounts w/ balance
787
Plan assets (EOY)
$610K
Net assets (EOY)
$610K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class 2,046 shares" is 48% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEYTUTOR.
Plan sponsor
Name
HEYTUTOR
EIN
46-5199755
Address
21700 OXNARD STREET · SUITE 1540 · WOODLAND HILLS, CA · 91367
Phone
(855) 702-1849
Industry
Educational Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $10K | — |
Investments
10 direct securities· $588K(96% of reported assets)
Uncategorized
$523K
9 holdings
Mutual Funds
$65K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class 2,046 shares | — | — | $2K | $283K | 46.4% | |
| Vanguard Funds Developed Markets Index ADM 7,574 shares | — | — | $8K | $114K | 18.8% | |
| Vanguard Group Bond Index Admiral Class 6,950 shares | Mutual Funds | — | $7K | $65K | 10.6% | |
| Vanguard Emerging Markets STK ADM Class 1,654 shares | — | — | $2K | $60K | 9.8% | |
| Vanguard Specialized DIV REIT Index Fund ADM SHS 223 shares | — | — | — | $28K | 4.5% | |
| Vanguard Short-Term Inflation Protected Securities Index ADM 27 shares 650 Vanguard Funds Total International Bond Index 1,108 shares | — | — | $1K | $22K | 3.5% | |
| Vanguard Group SM Cap Index Admiral 2 shares 278 Vanguard Group Index 500 Admiral 15 shares | — | — | — | $7K | 1.2% | |
| Vanguard Information Technology Index ADM 15 shares | — | — | — | $5K | 0.8% | |
| Vanguard Group Mid Cap Index Admiral 1 shares 138 Vanguard Group Growth Index ADM 15 shares | — | — | — | $3K | 0.5% | |
| Vanguard Group Reserve Fed MM FD 305 shares 304 Vanguard Group FTSE Social Index Admiral 23 shares | — | — | — | $1K | 0.2% |
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