Original filing (PDF)20251008220052NAL0003265667001

Vendasta USA Inc.

Name: Vendasta USA Inc. — Vendasta USA Inc. 401(k) Plan, Form 5500 (2024)
Creator: Vendasta USA Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vendasta USA Inc. 401(k) Plan

401(k) retirement plan · Vendasta USA Inc.'s Vendasta USA Inc. 401(k) Plan held $12.6M in plan assets for 74 participants in 2024, with Guideline as recordkeeper.

Signals · 1

42% in single holding

Active participants

Accounts w/ balance

187

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VENDASTA USA INC..

Plan sponsor

Name

VENDASTA USA INC.

EIN

61-2019102all filings

Address

548 MARKET ST · SUITE 59118 · SAN FRANCISCO, CA · 94104

Phone

(510) 400-6039

Industry

Software Publishers· Information / Tech / Media

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

2025-10-08

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)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$12K	—

Investments

30 direct securities· $12.6M(100% of reported assets)

Common Collective Trusts

$12.1M

27 holdings

Mutual Funds

$322K

2 holdings

Bonds / Notes

$131K

1 holding

					% of plan
Vanguard Total Stock Market Index Admiral Shares	Common Collective Trusts	—	—	$5.3M	42.2%
Vanguard Funds Developed Markets Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.9M	14.8%
Vanguard Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.7M	13.3%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$934K	7.4%
Vanguard Total International Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$613K	4.9%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$520K	4.1%
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares	Mutual Funds	—	—	$258K	2.0%
Vanguard Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$212K	1.7%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares	Common Collective Trusts	—	—	$182K	1.4%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$167K	1.3%
Participant Loans Interest rates range from 4.34% to 9.50%	Bonds / Notes	—	—	$131K	1.0%
Vanguard Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$112K	0.9%
Vanguard Total International Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$82K	0.7%
Vanguard Small Cap Index Admiral Shares	Mutual Funds	—	—	$64K	0.5%
Vanguard Dividend Appreciation Index Fund Admiral Shares	Common Collective Trusts	—	—	$61K	0.5%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$54K	0.4%
Vanguard Health Care Index Fund Admiral Shares	Common Collective Trusts	—	—	$49K	0.4%
Vanguard Information Technology Index Fund Admiral Shares	Common Collective Trusts	—	—	$40K	0.3%
Vanguard Small Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$39K	0.3%
Vanguard Mid Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$34K	0.3%
Vanguard Group Extended Market Index Fund	Common Collective Trusts	—	—	$31K	0.2%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$29K	0.2%
Vanguard Short-Term Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$27K	0.2%
Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares ** 91 Vanguard Communication Services Index Fund Admiral Shares	Common Collective Trusts	—	—	$19K	0.2%
Vanguard High Dividend Yield Index Fund Admiral Shares	Common Collective Trusts	—	—	$15K	0.1%
Vanguard Financials Index Fund Admiral Shares	Common Collective Trusts	—	—	$10K	<0.1%
Vanguard FTSE Social Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Large-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Energy Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Industrials Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%