Back to filter
Original filing (PDF)20251007220059NAL0005006337007
TREEZ INC.
Form 5500
FILING_RECEIVED
TREEZ INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
79
Accounts w/ balance
114
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Group Total Stock Index Adm Class" is 44% of plan.
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 TREEZ INC..
Plan sponsor
Name
TREEZ INC.
EIN
81-2793000
Address
548 MARKET ST · #97004 · SAN FRANCISCO, CA · 94104
Phone
(510) 764-3869
Industry
Custom Computer Programming· 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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 direct securities· $2.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Adm Class | — | — | — | $939K | 44.4% | |
| Vanguard Funds Developed Markets Index Adm | — | — | — | $406K | 19.2% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $282K | 13.3% | |
| Vanguard Emerging Markets Stk Adm Cl | — | — | — | $202K | 9.5% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs | — | — | — | $97K | 4.6% | |
| Vanguard Funds Total International Bond Index | — | — | — | $94K | 4.4% | |
| participant account balance | — | — | — | $32K | 1.5% | |
| Vanguard Group Growth Index Adm | — | — | — | $23K | 1.1% | |
| Vanguard Group Index 500 Admiral | — | — | — | $17K | 0.8% | |
| Vanguard Group Reserve Fed Mm Fd | — | — | — | $11K | 0.5% | |
| Vanguard Information Technology Index Adm | — | — | — | $6K | 0.3% | |
| Vanguard Short-Term Inflation Prot Securities Index Adm | — | — | — | $3K | 0.1% |
Related plans
Similar-size Custom Computer Programming plans
STORK TECHNOLOGIES INC
STORK TECHNOLOGIES INC 401K PLAN
$2.1M · 5 participants
DB SERVICES
DB SERVICES 401(K) PLAN
$2.1M · 33 participants
NANSEN LLC
NANSEN LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 14 participants
ATYETI INC.
ATYETI INC. 401(K) PLAN
$2.1M · 84 participants
BASECAP ANALYTICS
BASECAP ANALYTICS 401(K) PLAN
$2.1M · 19 participants
ZOE GRAYE CONSULTING INC
ZOE GRAYE CONSULTING INC PROFIT SHARING PLAN
$2.1M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B