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Original filing (PDF)20251014133242NAL0006083650010
BLAVITY, INC.
Form 5500
FILING_RECEIVED
BLAVITY 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
106
Accounts w/ balance
192
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
17 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 43% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLAVITY, INC..
Plan sponsor
Name
BLAVITY, INC.
EIN
47-4922255
Address
145 S FAIRFAX AVE · STE 200 · LOS ANGELES, CA · 90036
Phone
(314) 443-2479
Industry
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
2025-10-14
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
17 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $2.1M | 43.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $762K | 15.9% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $663K | 13.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $386K | 8.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $227K | 4.7% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $211K | 4.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $200K | 4.2% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $118K | 2.5% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $72K | 1.5% | |
| Participant loans receivable - 10 loans outstanding with interest rates ranging from 7.25% to 9.50% - | — | — | — | $61K | 1.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $9K | 0.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $5K | 0.1% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Non-interest bearing cash | — | — | $3K | $3K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $1K | <0.1% |
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