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Original filing (PDF)20250929220030NAL0012618160011
NARMI INC.
Form 5500
FILING_RECEIVED
NARMI 401(K) PLAN
401(k) retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
154
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
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)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 49% 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 NARMI INC..
Plan sponsor
Name
NARMI INC.
EIN
81-3293225
Address
3 E 28TH STREET · 12TH FLOOR · NEW YORK, NY · 10016
Phone
(718) 509-9671
Industry
Finance & Insurancesee 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
2025-09-29
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
24 direct securities· $6.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $3.2M | 48.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $1.1M | 17.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $653K | 10.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $584K | 8.9% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $275K | 4.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund ** 966 Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $225K | 3.4% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $113K | 1.7% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $80K | 1.2% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $66K | 1.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $60K | 0.9% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $41K | 0.6% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $38K | 0.6% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $32K | 0.5% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $23K | 0.4% | |
| Vanguard Group Large Cap Index Fund Admiral ** 664 Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $13K | 0.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $8K | 0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $7K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Financials Index Admiral | — | — | — | $3K | <0.1% | |
| Participant loans receivable - 3 loans outstanding with interest rates ranging from 5.75% to 9.50% - | — | — | — | $3K | <0.1% | |
| Non-Interest Bearing Cash | — | — | $2K | $2K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $2K | <0.1% |
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