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Original filing (PDF)20251015112802NAL0008974338001
CAYLENT, INC.
Form 5500
FILING_RECEIVED
CAYLENT 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
252
Accounts w/ balance
265
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
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)
91
/ 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
82
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Mkt Idx Adm" is 36% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAYLENT, INC..
Plan sponsor
Name
CAYLENT, INC.
EIN
47-4886085
Address
4521 CAMPUS DRIVE #344 · IRVINE, CA · 90046
Phone
—
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $42K | — |
Investments
27 direct securities· $11.9M(99% of reported assets)
Uncategorized
$11.9M
26 holdings
Mutual Funds
$17K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $4.3M | 35.2% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $2.6M | 21.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Small Cap I 1 Dimensional Fund Advisors DFA International Small Company I 72 Vanguard 500 Index Admiral | — | — | — | $928K | 7.7% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $907K | 7.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $732K | 6.1% | |
| Banc of California BANC Master Deposit Account A | — | — | — | $675K | 5.6% | |
| Vanguard Growth Index Admiral | — | — | — | $549K | 4.5% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $382K | 3.2% | |
| Vanguard Mid-Cap Value Index Admiral 19 Vanguard Mid Cap Index Admiral | — | — | — | $204K | 1.7% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $151K | 1.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $79K | 0.7% | |
| Vanguard Short-Term Bond Index Adm 2 Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $63K | 0.5% | |
| Vanguard Value Index Adm | — | — | — | $59K | 0.5% | |
| Saturna Capital Amana Growth Fund | — | — | — | $57K | 0.5% | |
| Saturna Capital Amana Growth Institutional | — | — | — | $41K | 0.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $39K | 0.3% | |
| Vanguard Interm-Term Bond Index Adm 2 Vanguard Mid-Cap Growth Index Admiral | — | — | — | $37K | 0.3% | |
| Participants Participant Loans Rates from 9.00% to 9.50% - | — | — | — | $34K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $33K | 0.3% | |
| Similar Party Description of Investment Cost ** Value Non-interest Bearing Cash Non-interest Bearing Cash | — | — | — | $25K | 0.2% | |
| Saturna Capital Azzad Ethical Fund | — | — | — | $19K | 0.2% | |
| Saturna Capital Amana Income Fund - Ins | — | — | — | $18K | 0.2% | |
| Allied Asset Advisors Allied Asset Adv DJ Islam K | Mutual Funds | — | — | $17K | 0.1% | |
| Saturna Capital Amana Participation Fund Instl | — | — | — | $17K | 0.1% | |
| Saturna Capital Amana Income Fund | — | — | — | $12K | 0.1% | |
| Saturna Capital Amana Developing World-Inst | — | — | — | $11K | <0.1% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $9K | <0.1% |
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