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Original filing (PDF)20251202153244NAL0017559728027

CHAINBRIDGE SOLUTIONS INC.

Form 5500
FILING_RECEIVED
CHAINBRIDGE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.5 mo38% in single holding
Active participants
105
Accounts w/ balance
152
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
31 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
98
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 0.5 months past the 10.5-month grace window.
  • Top holding "Vanguard Federal Money Market Fund Mutual Fund ** 61 Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund" is 38% of plan.
Helping the score
  • Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAINBRIDGE SOLUTIONS INC..
Plan sponsor
Name
CHAINBRIDGE SOLUTIONS INC.
EIN
47-3720499
Address
12701 FAIR LAKES CIRCLE · 300 · FAIRFAX, VA · 22033
Phone
(571) 294-7132
Industry
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
2025-12-02
Pension benefit codes
2A · Age/service weighted or new comparability
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
BRONTIDE LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
GUIDELINE, LLC47-4474775RECORDKEEPER$5K

Investments

31 direct securities· $5.3M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Federal Money Market Fund Mutual Fund ** 61 Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund$2.0M38.3%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund$818K15.4%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund$705K13.3%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund$427K8.1%
Vanguard Growth Index Fund Admiral Shares Mutual Fund$318K6.0%
Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund$271K5.1%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund$207K3.9%
Various Bearing Interest from * Participant Loans 4.25% to 9.50% -$90K1.7%
Vanguard Information Technology Index Fund Admiral Shares Mutual Fund$81K1.5%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Mutual Fund$63K1.2%
Vanguard 500 Index Fund Admiral Shares Mutual Fund$58K1.1%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund$48K0.9%
Vanguard Communication Services Index Fund Admiral Shares Mutual Fund$27K0.5%
Vanguard Value Index Fund Admiral Shares Mutual Fund$23K0.4%
Vanguard Materials Index Fund Admiral Shares Mutual Fund$18K0.3%
Vanguard Extended Market Index Fund Admiral Shares Mutual Fund$13K0.3%
Vanguard Utilities Index Fund Admiral Shares Mutual Fund$11K0.2%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund$10K0.2%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund$9K0.2%
Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund$9K0.2%
Vanguard Financials Index Fund Admiral Shares Mutual Fund$8K0.2%
Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund$6K0.1%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund$6K0.1%
Vanguard Dividend Appreciation Index Fund Admiral Shares Mutual Fund$6K0.1%
Vanguard Health Care Index Fund Admiral Shares Mutual Fund$6K0.1%
Vanguard Large-Cap Index Fund Admiral Shares Mutual Fund$5K0.1%
Vanguard Industrials Index Fund Admiral Shares Mutual Fund$5K<0.1%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund$5K<0.1%
Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund$4K<0.1%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Fund$3K<0.1%
Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund$1K<0.1%

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