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Original filing (PDF)20251009220233NAL0007531153022
AUTOFI, INC.
Form 5500
FILING_RECEIVED
AUTOFI 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
153
Accounts w/ balance
231
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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
81
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 39% 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 AUTOFI, INC..
Plan sponsor
Name
AUTOFI, INC.
EIN
47-4161798
Address
548 MARKET ST. · PMB 53613 · SAN FRANCISCO, CA · 94104
Phone
(415) 572-7528
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO 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 | $7K | — |
Investments
25 direct securities· $7.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual fund | — | — | — | $2.8M | 38.9% | |
| Vanguard Funds Developed Markets Index ADM Mutual fund | — | — | — | $1.1M | 15.4% | |
| Vanguard Group Bond Index Admiral Class Mutual fund | — | — | — | $805K | 11.4% | |
| Vanguard Emerging Markets STK ADM CL Mutual fund | — | — | — | $508K | 7.2% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs Mutual fund | — | — | — | $344K | 4.9% | |
| Vanguard Group Index 500 Admiral Mutual fund | — | — | — | $298K | 4.2% | |
| Vanguard Group Growth Index ADM Mutual fund | — | — | — | $285K | 4.0% | |
| Vanguard Funds Total International L Bond Index Mutual fund | — | — | — | $263K | 3.7% | |
| Vanguard Information Technology Index ADM Mutual fund | — | — | — | $161K | 2.3% | |
| Notes Receivable from Participants through February 2032 | — | — | — | $136K | 1.9% | |
| Vanguard Group St Bd Index Admiral Mutual fund ** 5 Vanguard Short-Term Inflation Protected Securities Mutual fund | — | — | — | $97K | 1.4% | |
| Vanguard Group FTSE Social Index Admiral Mutual fund | — | — | — | $86K | 1.2% | |
| Vanguard Group Sm Cap Index Admiral Mutual fund | — | — | — | $60K | 0.8% | |
| Vanguard Group Reserve Federal Money Market Fund Money market fund | — | — | — | $48K | 0.7% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual fund | — | — | — | $42K | 0.6% | |
| Vanguard Group Total Instl Stock Index ADM Mutual fund | — | — | — | $23K | 0.3% | |
| Vanguard Energy Index Admiral Mutual fund | — | — | — | $19K | 0.3% | |
| Vanguard Health Care Index Admiral Mutual fund | — | — | — | $19K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual fund | — | — | — | $14K | 0.2% | |
| Vanguard Group MID Cap Index Admiral Mutual fund | — | — | — | $7K | <0.1% | |
| Vanguard Group Extended Market Index Mutual fund | — | — | — | $7K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual fund | — | — | — | $4K | <0.1% | |
| Vanguard Specialized Dividend Apprec Index Adm Mutual fund | — | — | — | $4K | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Value Index ADM Mutual fund | — | — | — | $3K | <0.1% |