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Original filing (PDF)20251002220225NAL0000884353017
AVICADO CONSTRUCTION TECHNOLOGY
Form 5500
FILING_RECEIVED
AVICADO CONSTRUCTION TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
136
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVICADO CONSTRUCTION TECHNOLOGY.
Plan sponsor
Name
AVICADO CONSTRUCTION TECHNOLOGY
EIN
47-3413630
Address
3613 ROYAL PALM AVE · MIAMI, FL · 33133
Phone
(561) 866-9119
Industry
All Other Professional Services· Professional & Technical 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
2025-10-02
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
FRANK, RIMERMAN & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities· $5.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $2.4M | 41.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $928K | 16.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $614K | 10.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $451K | 7.8% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $351K | 6.1% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $231K | 4.0% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $215K | 3.7% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $175K | 3.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $102K | 1.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $67K | 1.2% | |
| Vanguard Health Care Index Fund Admiral Shares ** 432 Vanguard Industrials Index Fund Admiral Shares ** 517 Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $40K | 0.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $37K | 0.6% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $33K | 0.6% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $28K | 0.5% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $23K | 0.4% | |
| Participant loans receivable - 3 loans outstanding with interest rates ranging from 9.00% to 9.50% - | — | — | — | $21K | 0.4% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $12K | 0.2% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $12K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $11K | 0.2% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $9K | 0.2% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $8K | 0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $6K | 0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $6K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares ** 901 Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares ** 601 Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Non-interest bearing cash | — | — | $3K | $3K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Shares | — | — | — | $1K | <0.1% |