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Original filing (PDF)20251014174951NAL0003523265003
ZIPSTORM, INC.
Form 5500
FILING_RECEIVED
ZIPSTORM 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
115
Accounts w/ balance
201
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
32 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 Registered Investment Company" is 39% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIPSTORM, INC..
Plan sponsor
Name
ZIPSTORM, INC.
EIN
47-5082288
Address
1100 112TH AVE NE · SUITE 150 · BELLEVUE, WA · 98004
Phone
(509) 404-0821
Industry
Admin Support & Waste Mgmtsee 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
BAKER TILLY US, 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 | $10K | — |
Investments
32 direct securities· $10.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Registered Investment Company | — | — | — | $4.1M | 38.1% | |
| Vanguard Funds Developed Markets Index Admiral Registered Investment Company | — | — | — | $1.9M | 17.8% | |
| Vanguard Group Bond Index Admiral Class Registered Investment Company | — | — | — | $1.1M | 10.3% | |
| Vanguard Emerging Markets Stock Admiral Class Registered Investment Company | — | — | — | $925K | 8.5% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Registered Investment Company | — | — | — | $487K | 4.5% | |
| Vanguard Funds Total International Bond Index Registered Investment Company | — | — | — | $381K | 3.5% | |
| Vanguard Group FTSE Social Index Admiral Registered Investment Company | — | — | — | $239K | 2.2% | |
| Vanguard Group Growth Index Admiral Registered Investment Company | — | — | — | $227K | 2.1% | |
| Vanguard Group Index 500 Admiral Registered Investment Company | — | — | — | $227K | 2.1% | |
| Vanguard Information Technology Index Admiral Registered Investment Company | — | — | — | $175K | 1.6% | |
| Vanguard Group Mid-Cap Value Index Fund Admiral Registered Investment Company | — | — | — | $124K | 1.1% | |
| Vanguard Group Small Cap Value Index Admiral Registered Investment Company | — | — | — | $113K | 1.0% | |
| Vanguard Group Mid Cap Index Admiral Registered Investment Company | — | — | — | $107K | 1.0% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Registered Investment Company | — | — | — | $72K | 0.7% | |
| Vanguard Energy Index Admiral Registered Investment Company | — | — | — | $57K | 0.5% | |
| Vanguard Group Value Index Admiral Registered Investment Company | — | — | — | $56K | 0.5% | |
| maturing through November 2033 - | — | — | — | $55K | 0.5% | |
| Vanguard Group Total Institutional Stock Index Admiral Registered Investment Company | — | — | — | $50K | 0.5% | |
| Vanguard Materials Index Admiral Registered Investment Company | — | — | — | $49K | 0.5% | |
| Vanguard Group Extended Market Index Registered Investment Company | — | — | — | $38K | 0.3% | |
| Vanguard Group Large Cap Index Fund Admiral Registered Investment Company | — | — | — | $37K | 0.3% | |
| Vanguard Group Small Cap Index Admiral Registered Investment Company | — | — | — | $34K | 0.3% | |
| Vanguard Group Mid Cap Growth Index Admiral Registered Investment Company | — | — | — | $12K | 0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $9K | <0.1% | |
| Vanguard International Equity Index Registered Investment Company | — | — | — | $9K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Registered Investment Company | — | — | — | $7K | <0.1% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Registered Investment Company | — | — | — | $5K | <0.1% | |
| Vanguard Group Short Bond Index Admiral Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard Group Intermediate Bond Index Admiral Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard FTSE All World Ex-US Small Cap Admiral Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Registered Investment Company | — | — | — | $2K | <0.1% | |
| Vanguard European Stock Index Admiral Registered Investment Company | — | — | — | $2K | <0.1% |