Back to filter
Original filing (PDF)20250929220030NAL0012618160008
DILIGENT ROBOTICS, INC
Form 5500
FILING_RECEIVED
DILIGENT ROBOTICS, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
215
Accounts w/ balance
411
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Idx Mutual fund" is 48% of plan.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DILIGENT ROBOTICS, INC.
Plan sponsor
Name
DILIGENT ROBOTICS, INC
EIN
81-0696029
Address
2400 CESAR CHAVEZ · SUITE 208 · AUSTIN, TX · 78702
Phone
(512) 291-7247
Industry
Manufacturingsee 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
2025-09-29
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
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
Investments
20 direct securities· $2.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Idx Mutual fund | — | — | — | $1.0M | 47.8% | |
| Vanguard Funds Developed Mkts Idx Mutual fund | — | — | — | $391K | 18.3% | |
| Vanguard Group Bond Index Mutual fund | — | — | — | $268K | 12.5% | |
| Vanguard Emerging Mkts Stock Mutual fund | — | — | — | $197K | 9.2% | |
| Vanguard Specialized Div REIT Idx Mutual fund | — | — | — | $97K | 4.5% | |
| Vanguard Funds Total Intl Bond Mutual fund | — | — | — | $91K | 4.2% | |
| Vanguard Short Term Infl Prot Sec Mutual fund | — | — | — | $17K | 0.8% | |
| Vanguard Group Growth Idx Mutual fund | — | — | — | $10K | 0.5% | |
| Vanguard Group SmallCap Value Idx Mutual fund | — | — | — | $5K | 0.3% | |
| Vanguard Group FTSE Social Idx Mutual fund | — | — | — | $5K | 0.2% | |
| Vanguard Energy Idx Mutual fund | — | — | — | $3K | 0.2% | |
| Vanguard Utilities Idx Mutual fund | — | — | — | $3K | 0.2% | |
| Vanguard Healthcare Idx Mutual fund | — | — | — | $3K | 0.2% | |
| Vanguard Financials Idx Mutual fund | — | — | — | $3K | 0.1% | |
| Vanguard Information Tech Idx Mutual fund | — | — | — | $3K | 0.1% | |
| Vanguard Telecom Services Idx Mutual fund | — | — | — | $3K | 0.1% | |
| Vanguard Industrials Idx Mutual fund | — | — | — | $3K | 0.1% | |
| Vanguard Materials Idx Mutual fund | — | — | — | $3K | 0.1% | |
| Vanguard Group Idx 500 Mutual fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Large Cap Indx Mutual fund | — | — | — | $1K | <0.1% |