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Original filing (PDF)20251016130701NAL0003377155001
GLADLY SOFTWARE, INC.
Form 5500
FILING_RECEIVED
GLADLY SOFTWARE, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
166
Accounts w/ balance
203
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLADLY SOFTWARE, INC..
Plan sponsor
Name
GLADLY SOFTWARE, INC.
EIN
47-1938875
Address
423 BROADWAY · #503 · MILLBRAE, CA · 94030
Phone
(415) 725-0811
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL,INC. | 75-3182674 | SAN FRANCISCO, CA | THIRD-PARTY RECORDKEEPER | $17K | — |
Investments
42 direct securities· $14.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund | — | — | — | $3.2M | 22.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.8M | 12.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.6M | 11.3% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $1.4M | 9.6% | |
| Vanguard 500 Index Fund | — | — | — | $1.2M | 8.4% | |
| Vanguard Growth Index Fund | — | — | — | $933K | 6.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $925K | 6.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $791K | 5.5% | |
| Vanguard Information Technology Index Fund | — | — | — | $265K | 1.9% | |
| Vanguard Value Index Fund | — | — | — | $244K | 1.7% | |
| Vanguard Total Intl Stock Idx Fund | — | — | — | $242K | 1.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $197K | 1.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $150K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $106K | 0.7% | |
| Participant loans receivable - 8 loans outstanding with interest rates ranging from 5.25% to 10.50% - | — | — | — | $102K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $87K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $84K | 0.6% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $83K | 0.6% | |
| Vanguard Long-Term Bond Fund ** 28 Vanguard Mid Cap Index Fund | — | — | — | $80K | 0.6% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $72K | 0.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $57K | 0.4% | |
| Vanguard Financials Index Fund | — | — | — | $54K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $50K | 0.4% | |
| Vanguard Real Estate Index Fund | — | — | — | $50K | 0.4% | |
| Vanguard FTSE Europe ETF | — | — | — | $48K | 0.3% | |
| Vanguard Real Estate Index Fund | — | — | — | $45K | 0.3% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $38K | 0.3% | |
| Exchange-Traded Funds: (continued) Vanguard Energy Index Fund | — | — | — | $38K | 0.3% | |
| Vanguard Communication Services Index Fund | — | — | — | $36K | 0.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $32K | 0.2% | |
| Vanguard Consumer Discretionary Fund | — | — | — | $31K | 0.2% | |
| Vanguard FTSE All-World ex-US Index Fund | — | — | — | $29K | 0.2% | |
| Vanguard FTSE All-World ex-US Small Capital Index Fund | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $27K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $24K | 0.2% | |
| Vanguard Industrials Index Fund | — | — | — | $22K | 0.2% | |
| Vanguard Pacific Stock Index Fund | — | — | — | $18K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $11K | <0.1% | |
| Vanguard Consumer Staples Fund | — | — | — | $10K | <0.1% | |
| Vanguard Materials Index Fund | — | — | — | $8K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $7K | <0.1% | |
| Vanguard Utilities Index Fund | — | — | — | $6K | <0.1% |
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