Back to filter
Original filing (PDF)20250801015225NAL0006731441024
LITHIC, INC.
Form 5500
FILING_RECEIVED
PAY WITH PRIVACY 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
107
Accounts w/ balance
156
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
25 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" is 45% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITHIC, INC..
Plan sponsor
Name
LITHIC, INC.
EIN
47-1426777
Address
228 PARK AVENUE SOUTH · PMB 7104 · NEW YORK, NY · 10003
Phone
(347) 766-4302
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
2025-08-01
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
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
Investments
25 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | — | — | $2.8M | 44.8% | |
| Vanguard Funds Developed Market Index | — | — | — | $1.1M | 17.1% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $695K | 11.0% | |
| Vanguard Emerging Markets Stk Adm Cl | — | — | — | $533K | 8.5% | |
| Vanguard Specialized Div REIT Index Fund Adm Shs | — | — | — | $276K | 4.4% | |
| Vanguard Funds Total International Bond Index | — | — | — | $196K | 3.1% | |
| Vanguard Group Extended Market Index | — | — | — | $127K | 2.0% | |
| Vanguard Group Index 500 Admiral | — | — | — | $124K | 2.0% | |
| Vanguard Group Mid Cap Index Admira | — | — | — | $72K | 1.1% | |
| Vanguard Group Reserve Fed MM Fd | — | — | — | $55K | 0.9% | |
| Vanguard Group Small Cap Value Index Admiral | — | — | — | $51K | 0.8% | |
| Vanguard Group Total Instl Stock Index Adm | — | — | — | $43K | 0.7% | |
| Vanguard Group Growth Index Adm | — | — | — | $35K | 0.6% | |
| Vanguard Short-Term Inflation Protected Securities Index Adm | — | — | — | $32K | 0.5% | |
| Vanguard Information Technology Index Adm | — | — | — | $26K | 0.4% | |
| Vanguard Group Sm Cap Index Admiral | — | — | — | $25K | 0.4% | |
| Vanguard Specialized Div Dividend Apprec Index Adm | — | — | — | $22K | 0.3% | |
| Vanguard Energy Index Admiral | — | — | — | $20K | 0.3% | |
| Vanguard Group Lg Cap Index Fund Adml | — | — | — | $14K | 0.2% | |
| Vanguard Materials Index Admiral | — | — | — | $13K | 0.2% | |
| Vanguard Industrials Index Admiral | — | — | — | $9K | 0.1% | |
| Vanguard Group FTSE Social Index Admiral | — | — | — | $9K | 0.1% | |
| Notes Receivable from Interest rates ranging from 8.75% to 9.50% and | — | — | — | $8K | 0.1% | |
| Vanguard Group Value Index Adm | — | — | — | $4K | <0.1% | |
| Vanguard Health Care Index Admiral | — | — | — | $2K | <0.1% |
Related plans
Other plans using GUIDELINE, INC.
ANDURIL INDUSTRIES INC
ANDURIL INDUSTRIES 401(K) PLAN
$123.9M · 3,864 participants
RIPPLING
RIPPLING 401(K) PLAN
$76.6M · 2,289 participants
REMOTE TECHNOLOGY SERVICES INC.
REMOTE TECHNOLOGY 401(K) PLAN
$50.0M · 1,396 participants
APPLIED INTUITION, INC.
APPLIED INTUITION 401(K) PLAN
$42.0M · 595 participants
GUIDELINE, INC.
GUIDELINE 401(K) PLAN
$35.2M · 398 participants
SCALE AI, INC.
SCALE AI 401(K) PLAN
$34.3M · 918 participants
Similar-size Retail Trade plans
ELINE LP
ELINE LP 401(K) PLAN
$6.2M · 23 participants
QUADRATEC, INC.
QUADRATEC, INC. 401(K) PLAN II
$6.1M · 112 participants
LIVE AUCTIONEERS LLC
LIVE AUCTIONEERS LLC 401(K) PLAN
$6.5M · 96 participants
ARTERIO, INC.
ARTERIO, INC. PROFIT SHARING PLAN
$6.1M · 10 participants
AMERICAN COLLEGIATE MARKETING, INC.
AMERICAN COLLEGIATE MARKETING 401K PLAN
$6.5M · 20 participants
WOODPECKERS LLC
WOODPECKERS LLC 401K PLAN
$6.5M · 144 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B