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Original filing (PDF)20251110160505NAL0009037490003
FARMWISE LABS, INC.
Form 5500
FILING_RECEIVED
FARMWISE LABS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
49% in single holding
Active participants
52
Accounts w/ balance
110
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
16 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
76
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total International Stock Index Fund Admiral Shares ** 232 Vanguard Total Stock Market Index Fund Admiral Shares" is 49% 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 FARMWISE LABS, INC..
Plan sponsor
Name
FARMWISE LABS, INC.
EIN
81-2871052
Address
3030 OLCOTT STREET · SANTA CLARA, CA · 95054
Phone
(650) 283-4177
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
2025-11-10
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
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $2.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund Admiral Shares ** 232 Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $1.1M | 48.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $372K | 16.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $205K | 9.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $186K | 8.3% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $100K | 4.5% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $73K | 3.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $54K | 2.4% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $49K | 2.2% | |
| Participant loans receivable - 5 loans outstanding with interest rates ranging from 8.50% to 9.50% - | — | — | — | $30K | 1.4% | |
| Vanguard Utilities Index Fund Admiral Shares ** 64 * Non-interest bearing cash | — | — | $20K | $20K | 0.9% | |
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares ** 499 Vanguard Growth Index Fund Admiral Shares | — | — | — | $15K | 0.7% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $11K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $9K | 0.4% | |
| Vanguard Energy Index Fund Admiral Shares ** 74 Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $7K | 0.3% | |
| Vanguard Materials Index Fund Admiral Shares ** 220 Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $6K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $3K | 0.1% |
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