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Original filing (PDF)20251015114835NAL0009411282001
TRUEBINDING, INC.
Form 5500
FILING_RECEIVED
TRUEBINDING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
39% in single holding
Active participants
26
Accounts w/ balance
127
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares Mutual Funds" is 39% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUEBINDING, INC..
Plan sponsor
Name
TRUEBINDING, INC.
EIN
47-5573420
Address
4701 PATRICK HENRY DR. · SUITE 2101 · SANTA CLARA, CA · 950541864
Phone
(650) 847-1117
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
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $3.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Funds | — | — | — | $1.4M | 39.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Funds | — | — | — | $790K | 22.1% | |
| Vanguard Total Bond Market Index Adm Mutual Funds | — | — | — | $541K | 15.1% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $245K | 6.9% | |
| Vanguard Real Estate Index Admiral Mutual Funds | — | — | — | $230K | 6.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Funds | — | — | — | $227K | 6.3% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Funds | — | — | — | $82K | 2.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Mutual Funds | — | — | — | $23K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $13K | 0.4% | |
| Vanguard Mid Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $6K | 0.2% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual Funds | — | — | — | $5K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Funds | — | — | — | $3K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Funds | — | — | — | $3K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Funds | — | — | — | $2K | <0.1% | |
| Premier Mutual Funds | — | — | — | $1K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares Mutual Funds | — | — | — | $1K | <0.1% |