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Original filing (PDF)20250729220021NAL0003976433007
BILLIONTOONE, INC.
Form 5500
FILING_RECEIVED
BILLIONTOONE 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
468
Accounts w/ balance
489
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
39 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 41% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILLIONTOONE, INC..
Plan sponsor
Name
BILLIONTOONE, INC.
EIN
81-1082020
Address
1035 O'BRIEN DRIVE · MENLO PARK, CA · 94025
Phone
(650) 666-6443
Industry
Health Care & Social Assistancesee 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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA
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 | $11K | — |
Investments
39 direct securities· $19.4M(99% of reported assets)
Uncategorized
$11.5M
38 holdings
Mutual Funds
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | Mutual Funds | — | — | $7.9M | 40.4% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $3.2M | 16.2% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $2.5M | 12.7% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $1.6M | 8.1% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $852K | 4.4% | |
| Vanguard Group Reit Index Fund Admiral Shares Mutual Fund | — | — | — | $823K | 4.2% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $572K | 2.9% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $565K | 2.9% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $175K | 0.9% | |
| Vanguard Group Total Installation Stock Index Admiral Mutual Fund | — | — | — | $173K | 0.9% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $123K | 0.6% | |
| Vanguard Group Lg Cap Index Fund Admiral Mutual Fund | — | — | — | $120K | 0.6% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $102K | 0.5% | |
| Vanguard Group Ftse Social Index Admiral Mutual Fund | — | — | — | $90K | 0.5% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $76K | 0.4% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $68K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $60K | 0.3% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $56K | 0.3% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $55K | 0.3% | |
| Vanguard Group Reserve Federal Moneymarket Fund Mutual Fund | — | — | — | $55K | 0.3% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $40K | 0.2% | |
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Cash | — | — | — | $34K | 0.2% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $28K | 0.1% | |
| Vanguard Idustrials Index Admiral Mutual Fund | — | — | — | $25K | 0.1% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $24K | 0.1% | |
| Vanguard Group High Dividend Yield Index Admiral Mutual Fund | — | — | — | $22K | 0.1% | |
| Vanguard Group Mid-Cap Value Index Fund - Admiral Mutual Fund | — | — | — | $22K | 0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $16K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Intl Equity Index Mutual Fund | — | — | — | $11K | <0.1% | |
| Vangurd Group International Dividend Appreciation Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Group Short Term Bond Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Group FTSE All World Ex US Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Intermediate Bond Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |