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Original filing (PDF)20250729110025NAL0001258115005
NARVAR INC
Form 5500
FILING_RECEIVED
NARVAR 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
182
Accounts w/ balance
329
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
37 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
79
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 42% of plan.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NARVAR INC.
Plan sponsor
Name
NARVAR INC
EIN
80-0854035
Address
3 EAST THIRD AVENUE · SUITE 211 · SAN MATEO, CA · 94401
Phone
(650) 585-9550
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $17K | — |
Investments
37 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $6.4M | 42.1% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $2.4M | 15.7% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $1.7M | 11.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $1.2M | 8.1% | |
| Vanguard Specialized Div REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $608K | 4.0% | |
| Vanguard Total International Bond Index Fund Admiral Mutual Fund | — | — | — | $553K | 3.7% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $508K | 3.4% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $451K | 3.0% | |
| Vanguard Information Technology Index Fund Admiral Shares Mutual Fund | — | — | — | $295K | 2.0% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $120K | 0.8% | |
| Vanguard Total Institutional Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $100K | 0.7% | |
| Vanguard Financials Index Fund Admiral Shares Mutual Fund | — | — | — | $82K | 0.5% | |
| Vanguard Group Reserve Fed MM Fund Mutual Fund | — | — | — | $82K | 0.5% | |
| Participant Loans to participants bearing interest from 4.25% to 9.50% | — | — | — | $63K | 0.4% | |
| Vanguard Large-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $63K | 0.4% | |
| Vanguard Short-Term Inflation-Protected Securities Index Mutual Fund | — | — | — | $57K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $50K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $49K | 0.3% | |
| Vanguard Specialized Dividend Appreciation Index Fund Admiral Mutual Fund | — | — | — | $46K | 0.3% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | — | — | — | $41K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $38K | 0.3% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund | — | — | — | $34K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $31K | 0.2% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $30K | 0.2% | |
| Vanguard Health Care Index Fund Admiral Shares Mutual Fund | — | — | — | $24K | 0.2% | |
| Vanguard European Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $21K | 0.1% | |
| Vanguard Group High Dividend Yield Index Admiral Mutual Fund | — | — | — | $19K | 0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Intermediate Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $12K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $10K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard FTSE All World Ex US Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group International DVD Appreciation Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $2K | <0.1% |