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Original filing (PDF)20250729110025NAL0001258115006
PACIFIC PSYCHOTHERAPY TECHNOLOGIES
Form 5500
FILING_RECEIVED
PACIFIC PSYCHOTHERAPY TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
139
Accounts w/ balance
170
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund" is 42% 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 PACIFIC PSYCHOTHERAPY TECHNOLOGIES.
Plan sponsor
Name
PACIFIC PSYCHOTHERAPY TECHNOLOGIES
EIN
81-4007211
Address
C/O ALEX KATZ PO BOX 593 · SAN FRANCISCO, CA · 94104
Phone
(415) 202-5159
Industry
Health Care & Social Assistancesee 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
2025-07-29
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
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $5.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund | — | — | — | $2.2M | 42.1% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $866K | 16.4% | |
| Investments Vanguard Bond Index Fund Mutual Fund | — | — | — | $521K | 9.9% | |
| Vanguard Emerging Markets Stock Fund Mutual Fund | — | — | — | $458K | 8.7% | |
| Vanguard Index 500 Fund Mutual Fund | — | — | — | $308K | 5.8% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $239K | 4.5% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $169K | 3.2% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $86K | 1.6% | |
| Vanguard FTSE All World ex-U.S Index Fund Mutual Fund | — | — | — | $39K | 0.7% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $38K | 0.7% | |
| Vanguard Information Technology Index Fund Mutual Fund | — | — | — | $37K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $32K | 0.6% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $31K | 0.6% | |
| Vanguard European Stock Index Fund Mutual Fund | — | — | — | $27K | 0.5% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $20K | 0.4% | |
| Vanguard Intermediate Bond Index Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $12K | 0.2% | |
| Vanguard International Dividend Appreciation Fund Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $9K | 0.2% | |
| Vanguard Total Institutional Stock Index Fund Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard High Dividend Yield Index Fund Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard Reserve Federal Money Market Fund Money Market Mutual Fund 73 Vanguard Specialized Dividend Appreciation Index Fund Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Pacific Stock Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Long Term Bond Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Industrials Index Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Large Cap Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard International Equity Index Fund Mutual Fund 431 Vanguard Telecom Services Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Mid Cap Growth Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Fund Mutual Fund | — | — | — | $1K | <0.1% |
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