Back to filter
Original filing (PDF)20250523220117NAL0006451984008
WORKRAMP, INC.
Form 5500
FILING_RECEIVED
WORKRAMP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
74
Accounts w/ balance
114
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Mutual Fund" is 46% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKRAMP, INC..
Plan sponsor
Name
WORKRAMP, INC.
EIN
47-5158830
Address
440 N BARRANCA AVE · 3840 · COVINA, CA · 91723
Phone
(888) 336-8797
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
2025-05-23
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
PENSION ASSURANCE 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
24 direct securities· $6.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Mutual Fund | — | — | — | $2.9M | 46.4% | |
| Vanguard Funds Developed Markets Index Mutual Fund | — | — | — | $1.1M | 17.0% | |
| Vanguard Group Bond Index Mutual Fund | — | — | — | $639K | 10.1% | |
| Vanguard Emerging Markets Stock Mutual Fund | — | — | — | $577K | 9.1% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $291K | 4.6% | |
| Vanguard Group Growth Index Mutual Fund | — | — | — | $209K | 3.3% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $203K | 3.2% | |
| Vanguard Group Index 500 Mutual Fund | — | — | — | $159K | 2.5% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $55K | 0.9% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $41K | 0.6% | |
| Vanguard Group Small Cap Index Mutual Fund | — | — | — | $37K | 0.6% | |
| Vanguard Group Mid Cap Index Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund ** 49 Vanguard Group FTSE Social Index Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Mutual Fund | — | — | — | $9K | 0.1% | |
| Vanguard Group Value Index Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard Group Total Institutional Stock Index Mutual Fund | — | — | — | $8K | 0.1% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $8K | 0.1% | |
| Vanguard Energy Index Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Financials Index Mutual Fund | — | — | — | $6K | 0.1% | |
| Vanguard Telecom Services Index Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group Small Cap Value Index Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group Large Cap Index Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Industrials Index Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Materials Index Mutual Fund | — | — | — | $3K | <0.1% |
Related plans
Other plans using GUIDELINE, INC.
ANDURIL INDUSTRIES INC
ANDURIL INDUSTRIES 401(K) PLAN
$123.9M · 3,864 participants
RIPPLING
RIPPLING 401(K) PLAN
$76.6M · 2,289 participants
REMOTE TECHNOLOGY SERVICES INC.
REMOTE TECHNOLOGY 401(K) PLAN
$50.0M · 1,396 participants
APPLIED INTUITION, INC.
APPLIED INTUITION 401(K) PLAN
$42.0M · 595 participants
GUIDELINE, INC.
GUIDELINE 401(K) PLAN
$35.2M · 398 participants
SCALE AI, INC.
SCALE AI 401(K) PLAN
$34.3M · 918 participants
Similar-size Software Publishers plans
VIRTUOUS SOFTWARE, INC.
VIRTUOUS SOFTWARE, INC. 401(K) PLAN
$6.3M · 159 participants
SPECIES360
SPECIES360 401(K)
$6.3M · 34 participants
ARIRA DESIGN INC
ARIRA DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST
$6.4M · 7 participants
STANDARD COGNITION, CORP.
STANDARD COGNITION 401(K) PLAN
$6.4M · 59 participants
GEMTALK SYSTEMS LLC
GEMTALK SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST
$6.3M · 14 participants
BOSON HOLDINGS, LLC
BOSON HOLDINGS, LLC 401(K) PLAN
$6.4M · 22 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B