How big is Shopmonkey Inc.'s plan?

Shopmonkey Inc.'s plan reported $5.4M in assets and 155 participants for 2024.

Original filing (PDF)20250806022246NAL0002257329016

Shopmonkey Inc.

Name: Shopmonkey Inc. — Shopmonkey 401(k) Plan, Form 5500 (2024)
Creator: Shopmonkey Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Shopmonkey 401(k) Plan

401(k) retirement plan · Shopmonkey Inc.'s Shopmonkey 401(k) Plan held $5.4M in plan assets for 155 participants in 2024, with Guideline as recordkeeper.

Signals · 1

45% in single holding

Active participants

155

Accounts w/ balance

197

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

QIAN LIU signed Shopmonkey Inc.'s 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shopmonkey Inc.'s EIN is 81-4251542.

EIN 81-4251542

Plan number 001

Plan year 2024

ACK ID 20250806022246NAL0002257329016

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shopmonkey Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shopmonkey Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

SHOPMONKEY INC.

EIN

all filings

Address

155 E. MAIN AVE · 150 · MORGAN HILL, CA · 95037

Phone

(831) 322-9093

Industry

Retail Trade

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

2025-08-06

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$5K	—

Investments

34 direct securities· $5.4M(100% of reported assets)

Mutual Funds

$5.3M

30 holdings

Bonds / Notes

$97K

1 holding

Common Collective Trusts

$14K

2 holdings

Cash / Money Market

$2K

1 holding

					% of plan
VANGUARD GROUP TOTAL STOCK INDEX ADMIRAL CLASS MUTUAL FUND	Mutual Funds	—	—	$2.4M	45.1%
VANGUARD FUNDS DEVELOPED MARKETS INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$826K	15.3%
VANGUARD GROUP BOND INDEX ADMIRAL CLASS MUTUAL FUND	Mutual Funds	—	—	$527K	9.7%
VANGUARD EMERGING MARKETS STK ADM CL MUTUAL FUND	Mutual Funds	—	—	$429K	7.9%
VANGUARD SPECIALIZED DIV REIT ADM SHS MUTUAL FUND	Mutual Funds	—	—	$237K	4.4%
VANGUARD FUNDS TOTAL INTERNATIONAL BOND INDEX MUTUAL FUND	Mutual Funds	—	—	$186K	3.4%
VANGUARD GROUP INDEX 500 ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$168K	3.1%
VANGUARD GROUP GROWTH INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$135K	2.5%
PARTICIPANT LOANS 9.00 - 9.5% INTEREST RATE 0	Bonds / Notes	—	—	$97K	1.8%
VANGUARD GROUP MID CAP INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$50K	0.9%
VANGUARD INFORMATION TECHOLOGY INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$46K	0.8%
VANGUARD GROUP TOTAL INSTL STOCK INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$43K	0.8%
VANGUARD GROUP SM CAP INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$36K	0.7%
VANGUARD GROUP SMALL CAP VALUE INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$29K	0.5%
VANGUARD GROUP VALUE INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$27K	0.5%
VANGUARD GROUP FTSE ALL WRLD EX US INDEX ADM MUTUAL FUND	Mutual Funds	—	—	$26K	0.5%
VANGUARD GROUP MID-CAP VALUE INDEX FD - ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$20K	0.4%
VANGUARD GROUP RESERVE FED MM FD MUTUAL FUND 81 VANGUARD SPECIALIZED DIV DIVIDEND APPREC INDEX ADM MUTUAL FUND 221 VANGUARD GROUP FTSE SOCIAL INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$17K	0.3%
VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX MUTUAL FUND	Mutual Funds	—	—	$13K	0.2%
VANGUARD INTL EQUITY INDEX MUTUAL FUND	Common Collective Trusts	—	—	$12K	0.2%
VANGUARD EUROPEAN STOCK INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$9K	0.2%
VANGUARD GROUP INTL DVD APPREC MUTUAL FUND	Mutual Funds	—	—	$6K	0.1%
VANGUARD GROUP HIGH DIVID YIELD INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$5K	<0.1%
VANGUARD GROUP SMALL CAP GROWTH INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$5K	<0.1%
VANGUARD INDUSTRIALS INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$3K	<0.1%
VANGUARD PACIFIC STOCK INDEX FUND ADML MUTUAL FUND	Common Collective Trusts	—	—	$3K	<0.1%
VANGUARD GROUP INTM BD INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$3K	<0.1%
VANGUARD GROUP EXTENDED MARKET INDEX MUTUAL FUND	Mutual Funds	—	—	$2K	<0.1%
CASH	Cash / Money Market	—	—	$2K	<0.1%
VANGUARD TELECOM SERVICES INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$1K	<0.1%
VANGUARD GROUP LONG TERM BOND INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$1K	<0.1%
VANGUARD HEALTH CARE INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$1K	<0.1%
VANGUARD MATERIALS INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$1K	<0.1%
VANGUARD UTILITIES INDEX ADMIRAL MUTUAL FUND	Mutual Funds	—	—	$1K	<0.1%