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Original filing (PDF)20260217210424NAL0007398451004
PASSIVELOGIC, INC.
Form 5500
FILING_RECEIVED
PASSIVELOGIC 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 3.0 mo39% in single holdingNo recordkeeper disclosed
Active participants
112
Accounts w/ balance
134
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
78
Concentration risk
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Filed 3.0 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASSIVELOGIC, INC..
Plan sponsor
Name
PASSIVELOGIC, INC.
EIN
81-1668888
Address
6510 MILLROCK DR · STE 350 · HOLLADAY, UT · 84121
Phone
(801) 394-3344
Industry
Manufacturingsee all
Plan administrator
Name
ACCRUE 401K, INC.
EIN
39-4234112
City
BURLINGAME, CA
Phone
(888) 294-0388
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-17
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.0M | 39.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $420K | 16.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $302K | 11.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $213K | 8.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $114K | 4.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $104K | 4.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $102K | 4.0% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $99K | 3.9% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $90K | 3.5% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $53K | 2.1% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $49K | 1.9% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $4K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $1K | <0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $757 | <0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $725 | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $497 | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Admiral Shares | — | — | — | $326 | <0.1% | |
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares | — | — | — | $122 | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $115 | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $29 | <0.1% |
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