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Original filing (PDF)20250904220241NAL0016529745081
LEADSTACK, INC
Form 5500
FILING_RECEIVED
LEADSTACK 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
88
Accounts w/ balance
269
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
22 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class" is 42% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADSTACK, INC.
Plan sponsor
Name
LEADSTACK, INC
EIN
81-1915257
Address
1390 MARKET STREET · SUITE 200 · SAN FRANCISCO, CA · 94102
Phone
(628) 200-3063
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
2025-09-04
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
ANNE MCCALEB CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $10K | — |
Investments
22 direct securities· $2.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | 6,287.193 | — | $887K | 42.1% | |
| Vanguard Funds Developed Markets Index ADM | — | 20,348.572 | — | $313K | 14.8% | |
| Vanguard Group Bond Index Admiral Class | — | 29,571.944 | — | $280K | 13.3% | |
| Vanguard Emerging Markets STK ADM CL | — | 4,251.462 | — | $156K | 7.4% | |
| Vanguard Group Value Index ADM | — | 1,837.885 | — | $124K | 5.9% | |
| Vanguard Funds Total International Bond Index | — | 4,855.873 | — | $95K | 4.5% | |
| Vanguard Specialized DIV REIT Index Fund ADM SHS | — | 689.226 | — | $87K | 4.1% | |
| Vanguard Group Growth Index ADM | — | 202.141 | — | $43K | 2.0% | |
| Noninterest-bearing cash | — | — | — | $32K | 1.5% | |
| Vanguard Group Index 500 Admiral | — | 41.184 | — | $22K | 1.1% | |
| Vanguard Group Mid Cap Index Admiral | — | 57.09 | — | $19K | 0.9% | |
| Vanguard Group SM Cap Index Admiral | — | 119.687 | — | $14K | 0.7% | |
| Vanguard ST Inflation Protected Securities Index ADM | — | 530.191 | — | $13K | 0.6% | |
| Vanguard Information Technology Index ADM | — | 28.05 | — | $9K | 0.4% | |
| Participant loans | — | — | — | $8K | 0.4% | |
| Interest-bearing cash | — | 5,466.278 | — | $5K | 0.3% | |
| Vanguard Group Small Cap Value Index Admiral | — | 55.677 | — | $5K | 0.2% | |
| Vanguard Group Mid-Cap Value Index Fund - Admiral | — | 55.326 | — | $5K | 0.2% | |
| Vanguard Group INTM Bond Index Admiral | — | 334.444 | — | $3K | 0.2% | |
| Vanguard Group Long Term Bond Index Admiral | — | 184.028 | — | $2K | <0.1% | |
| Vanguard Group FTSE All World EX US Index ADM | — | 47.364 | — | $2K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral | — | 10.79 | — | $1K | <0.1% |