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Original filing (PDF)20250925125613NAL0003547555001
LILOMI, INC.
Form 5500
FILING_RECEIVED
ONESIGNAL 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
126
Accounts w/ balance
154
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
22 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund" is 44% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LILOMI, INC..
Plan sponsor
Name
LILOMI, INC.
EIN
80-0719989
Address
201 S B ST. · SAN MATEO, CA · 94401
Phone
(650) 318-1245
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $36K | — |
Investments
22 direct securities· $8.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $3.7M | 43.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $2.0M | 23.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $595K | 7.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $573K | 6.8% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $475K | 5.6% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $391K | 4.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $251K | 3.0% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $122K | 1.5% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $73K | 0.9% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $63K | 0.7% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $38K | 0.5% | |
| Banc Master Deposit Account A Interest-Bearing Cash | — | — | — | $37K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $24K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $23K | 0.3% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $12K | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| Participant Loans to participants, bearing interest at 7.25% | — | — | — | $8K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | <0.1% |
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