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Original filing (PDF)20250918220751NAL0000838371004
DSSV, INC.
Form 5500
FILING_RECEIVED
BRIGHTWHEEL 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
488
Accounts w/ balance
765
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 44% of plan.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DSSV, INC..
Plan sponsor
Name
DSSV, INC.
EIN
47-1309765
Address
548 MARKET ST. PMB 95237 · SAN FRANCISCO, CA · 94104
Phone
(901) 213-8039
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-18
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
PENSION ASSURANCE 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, INC. | 47-4474775 | — | RECORDKEEPER | $19K | — |
Investments
39 direct securities· $13.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $6.1M | 44.3% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $2.4M | 17.6% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $1.6M | 11.3% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $1.2M | 8.7% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $596K | 4.3% | |
| Vanguard Specialized DIV REIT Index Fund ADM SHS Mutual Fund | — | — | — | $582K | 4.2% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $496K | 3.6% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $168K | 1.2% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $116K | 0.8% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $55K | 0.4% | |
| Vanguard Group Total Instl Stock Index Admiral Mutual Fund | — | — | — | $50K | 0.4% | |
| Vanguard FTSE All World Exus Index Admiral Mutual Fund | — | — | — | $48K | 0.3% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $47K | 0.3% | |
| Vanguard Specialized DIV Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $36K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $34K | 0.2% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $34K | 0.2% | |
| Vanguard Group INTM BD Index Admiral Mutual Fund ** 527 Vanguard Group High Divid Yield Index Admiral Mutual Fund | — | — | — | $27K | 0.2% | |
| Participant Loans to participants, bearing interest from 8.5% to 9.5% | — | — | — | $24K | 0.2% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $24K | 0.2% | |
| Vanguard Group LG Cap Index Fund Admiral Mutual Fund | — | — | — | $21K | 0.2% | |
| Vanguard Group Reserve Fed Mm Fd Mutual Fund | — | — | — | $17K | 0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $15K | 0.1% | |
| Vanguard Group Mid-Cap Value Index Fd - Admiral Mutual Fund ** 462 Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $12K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard FTSE All World Exus SM Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard INTL Equity Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group INTL DVD Apprec Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group ST BD Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |