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Original filing (PDF)20250806204258NAL0003163699001
NUNA, INC.
Form 5500
FILING_RECEIVED
NUNA, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
155
Accounts w/ balance
343
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUNA, INC..
Plan sponsor
Name
NUNA, INC.
EIN
80-0570221
Address
370 TOWNSEND STREET · SAN FRANCISCO, CA · 94107
Phone
(925) 787-9625
Industry
Custom Computer Programming· 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
2025-08-06
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GERBER KAWASAKI, INC. | 27-2274173 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
Investments
25 direct securities· $25.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $4.2M | 16.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.7M | 14.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.2M | 12.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.0M | 11.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.6M | 10.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.4M | 5.5% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.3M | 5.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $953K | 3.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $944K | 3.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $650K | 2.5% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $612K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $432K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $415K | 1.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $342K | 1.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $241K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $224K | 0.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $218K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $214K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $200K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $193K | 0.8% | |
| VANGUARD HEALTH CARE FUND ADM | Registered Investment Companies | — | — | $182K | 0.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $86K | 0.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $54K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $21K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $12K | <0.1% |