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Original filing (PDF)20251013192527NAL0000913491002
HUCKBERRY, INC.
Form 5500
FILING_RECEIVED
HUCKBERRY 401(K) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
138
Accounts w/ balance
234
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
18 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 Index Admiral Class Mutual Fund" is 48% of plan.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUCKBERRY, INC..
Plan sponsor
Name
HUCKBERRY, INC.
EIN
81-0787820
Address
220 INDUSTRIAL BLVD · STE 100 · AUSTIN, TX · 78745
Phone
(855) 325-8998
Industry
Retail Tradesee 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
2025-10-13
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
RUSSON + JOHNSTON LLP
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
18 direct securities· $5.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $2.5M | 47.9% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.0M | 20.1% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $547K | 10.6% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $523K | 10.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $236K | 4.6% | |
| Vanguards Funds Total International Bond Index Mutual Fund | — | — | — | $176K | 3.4% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund ** 529 Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $62K | 1.2% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $26K | 0.5% | |
| Vanguard Group Value Index Adm Mutual Fund | — | — | — | $19K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $18K | 0.4% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $13K | 0.2% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $10K | 0.2% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund ** 918 Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $6K | 0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $6K | 0.1% | |
| Vanguard Group Mid-Cap Value Index Fund-Admiral Mutual Fund | — | — | — | $6K | 0.1% | |
| Vanguard Group Short-Term Bond Index Admiral Mutual Fund ** 458 Vanguard Group Intermediate Bond Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Reserve Federal Money Market Fund Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group FTSE All World Ex-US Index Fund Admiral Mutual Fund | — | — | — | $1K | <0.1% |
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