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Original filing (PDF)20250923220510NAL0006172577004
FINIX PAYMENTS, INC.
Form 5500
FILING_RECEIVED
FINIX PAYMENTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
116
Accounts w/ balance
181
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
21 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 Group Total Stock Index Mutual Fund" is 44% of plan.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINIX PAYMENTS, INC..
Plan sponsor
Name
FINIX PAYMENTS, INC.
EIN
81-1237778
Address
631 HOWARD STREET · SUITE 100 · SAN FRANCISCO, CA · 94105
Phone
(714) 417-2727
Industry
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
2025-09-23
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $7K | — |
Investments
21 direct securities· $5.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Mutual Fund | — | — | — | $2.4M | 44.0% | |
| Vanguard Group FTSE All World Ex US Index Mutual Fund ** 56 Vanguard Funds Developed Markets Index Mutual Fund | — | — | — | $883K | 16.2% | |
| Value Vanguard Group Bond Index Mutual Fund | — | — | — | $508K | 9.3% | |
| Vanguard Pacific Stock Index Mutual Fund ** 56 Vanguard European Stock Index Mutual Fund ** 56 Vanguard Emerging Markets Stock Index Mutual Fund | — | — | — | $441K | 8.1% | |
| Vanguard Group Growth Index Mutual Fund | — | — | — | $235K | 4.3% | |
| Vanguard Group 500 Index Mutual Fund | — | — | — | $222K | 4.1% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $215K | 3.9% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $163K | 3.0% | |
| Vanguard Group Total Institutional Stock Index Mutual Fund | — | — | — | $75K | 1.4% | |
| Vanguard Materials Index Mutual Fund ** 861 Vanguard Information Technology Index Mutual Fund | — | — | — | $56K | 1.0% | |
| Vanguard Short-Term Inflation Protected Securities Index Mutual Fund | — | — | — | $50K | 0.9% | |
| Vanguard Financials Index Mutual Fund ** 57 Vanguard Group Mid Cap Index Mutual Fund | — | — | — | $46K | 0.9% | |
| Vanguard Group Small Cap Index Mutual Fund | — | — | — | $35K | 0.6% | |
| Vanguard Group FTSE Social Index Mutual Fund ** 112 Vanguard Group Small Cap Value Index Mutual Fund | — | — | — | $28K | 0.5% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund ** 680 Vanguard Specialized Dividend Appreciation Index Mutual Fund | — | — | — | $20K | 0.4% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $20K | 0.4% | |
| Participant Loans to participants bearing interest from 4.5% to 9.5% | — | — | — | $11K | 0.2% | |
| Vanguard Group Long-Term Bond Index Mutual Fund ** 364 Vanguard Group Short-Term Bond Index Mutual Fund | — | — | — | $11K | 0.2% | |
| Vanguard Telecom Services Index Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Health Care Index Mutual Fund | — | — | — | $9K | 0.2% | |
| Vanguard Group Mid Cap Growth Index Mutual Fund | — | — | — | $4K | <0.1% |
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