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Original filing (PDF)20250903220142NAL0015558737061
MARGINEDGE CO
Form 5500
FILING_RECEIVED
MARGINEDGE 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
239
Accounts w/ balance
317
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
27 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 (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARGINEDGE CO.
Plan sponsor
Name
MARGINEDGE CO
EIN
47-3665792
Address
4200 WILSON BLVD · SUITE 1100 · ARLINGTON, VA · 22203
Phone
(888) 488-9612
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
2025-09-03
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
COHNREZNICK 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 | $9K | — |
Investments
27 direct securities· $9.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROUP TOTAL STOCK INDEX ADMIRAL CLASS Mutual fund | — | — | — | $4.3M | 44.0% | |
| VANGUARD FUNDS DEVELOPED MARKETS INDEX ADM Mutual fund | — | — | — | $1.7M | 17.1% | |
| VANGUARD GROUP B BOND INDEX ADMIRAL CLASS Mutual fund | — | — | — | $1.2M | 11.9% | |
| VANGUARD EMERGING MARKETS STK ADM CL Mutual fund | — | — | — | $856K | 8.8% | |
| VANGUARD SPECIALIZED DIV REIT INDEX FUND ADM SHS Mutual fund | — | — | — | $424K | 4.4% | |
| VANGUARD FUNDS TOTAL INTERNATIONAL BOND INDEX Mutual fund | — | — | — | $365K | 3.8% | |
| VANGUARD GROUP INDEX 500 ADMIRAL Mutual fund | — | — | — | $249K | 2.6% | |
| VANGUARD GROUP GROWTH INDEX ADM Mutual fund | — | — | — | $140K | 1.4% | |
| VANGUARD GROUP VALUE INDEX ADM Mutual fund | — | — | — | $73K | 0.8% | |
| VANGUARD GROUP LONG TERM BOND INDEX ADMIRAL Mutual fund | — | — | — | $64K | 0.7% | |
| VANGUARD GROUP MID CAP INDEX ADMIRAL Mutual fund | — | — | — | $60K | 0.6% | |
| VANGUARD GROUP RESERVE FED MM FD Mutual fund | — | — | — | $45K | 0.5% | |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX ADM Mutual fund | — | — | — | $41K | 0.4% | |
| VANGUARD GROUP FTSE SOCIAL INDEX ADMIRAL Mutual fund 790 VANGUARD GROUP SMALL CAP VALUE INDEX ADMIRAL Mutual fund | — | — | — | $38K | 0.4% | |
| VANGUARD GROUP LG CAP INDEX FUND ADML Mutual fund 624 VANGUARD GROUP SM CAP INDEX ADMIRAL Mutual fund | — | — | — | $35K | 0.4% | |
| VANGUARD INFORMATION TECHNOLOGY INDEX ADM Mutual fund | — | — | — | $33K | 0.3% | |
| VANGUARD GROUP TOTAL INSTL STOCK INDEX ADM Mutual fund | — | — | — | $31K | 0.3% | |
| VANGUARD GROUP MID-CAP VALUE INDEX FD - ADMIRAL Mutual fund | — | — | — | $15K | 0.1% | |
| VANGUARD GROUP EXTENDED MARKET INDEX Mutual fund | — | — | — | $14K | 0.1% | |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $12K | 0.1% | |
| VANGUARD HIGH DIV YIELD INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $10K | 0.1% | |
| VANGUARD GROUP SMALL CAP GROWTH INDEX ADMIRAL Mutual fund 639 VANGUARD GROUP MID CAP GROWTH INDEX ADMIRAL Mutual fund 634 VANGUARD UTILITIES INTL EQUITY INDEX Mutual fund | — | — | — | $7K | <0.1% | |
| VANGUARD INDUSTRIALS INDEX ADMIRAL Mutual fund | — | — | — | $6K | <0.1% | |
| VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $4K | <0.1% | |
| VANGUARD ENERGY INDEX ADMIRAL Mutual fund | — | — | — | $4K | <0.1% | |
| VANGUARD HEALTH CARE INDEX ADMIRAL Mutual fund | — | — | — | $3K | <0.1% | |
| VANGUARD MATERIALS INDEX ADMIRAL Mutual fund | — | — | — | $2K | <0.1% |
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