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Original filing (PDF)20250923220510NAL0006172577006
LIMBLE SOLUTIONS
Form 5500
FILING_RECEIVED
LIMBLE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
245
Accounts w/ balance
283
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
29 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest Identity of issue Description of investment Cost value Vanguard Vanguard Group Total Stock Index Admiral Class" is 46% 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 LIMBLE SOLUTIONS.
Plan sponsor
Name
LIMBLE SOLUTIONS
EIN
81-4312218
Address
3290 WEST MAYFLOWER WAY · LEHI, UT · 84043
Phone
(801) 851-1218
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
2025-09-23
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
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $5.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Identity of issue Description of investment Cost value Vanguard Group Total Stock Index Admiral Class | — | — | — | $2.4M | 45.8% | |
| Vanguard Funds Developed Markets Index ADM | — | — | — | $988K | 18.9% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $545K | 10.4% | |
| Vanguard Emerging Markets STK ADM CL | — | — | — | $504K | 9.6% | |
| Vanguard Specialized Div Reit Index Fund ADM SHS | — | — | — | $246K | 4.7% | |
| Vanguard Funds Total International Bond Index | — | — | — | $182K | 3.5% | |
| Vanguard Group Index 500 Admiral | — | — | — | $79K | 1.5% | |
| Vanguard Group Growth Index ADM | — | — | — | $61K | 1.2% | |
| Vanguard Group Mid Cap Index Admiral | — | — | — | $29K | 0.6% | |
| Notes receivable from participants Participant loans, maturing through 2029 at interest rates of 9.00%–9.50% ‐0‐ | — | — | — | $26K | 0.5% | |
| Vanguard Group Value Index ADM | — | — | — | $17K | 0.3% | |
| Vanguard Short‐Term Inflation Protected Securities Index Adm | — | — | — | $15K | 0.3% | |
| Vanguard Specialized Div Dividend Apprec Index Adm | — | — | — | $14K | 0.3% | |
| Vanguard Group Reserve Fed Money Market Fund | — | — | — | $13K | 0.2% | |
| Vanguard Group SM Cap Index Admiral | — | — | — | $12K | 0.2% | |
| Vanguard Information Technology Index Adm | — | — | — | $11K | 0.2% | |
| Vanguard Group Total INSTL Stock Index ADM | — | — | — | $10K | 0.2% | |
| Vanguard Group LG Cap Index Fund ADML | — | — | — | $8K | 0.1% | |
| Vanguard Group Mid‐Cap Value Index Fd ‐ Admiral | — | — | — | $8K | 0.1% | |
| Vanguard Group Small Cap Growth Index Admiral | — | — | — | $7K | 0.1% | |
| Vanguard Group Small Cap Value Index Admiral | — | — | — | $6K | 0.1% | |
| Vanguard Health Care Index Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Group Extended Market Index | — | — | — | $4K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Admiral | — | — | — | $3K | <0.1% | |
| Vanguard INTL Equity Index | — | — | — | $2K | <0.1% | |
| Vanguard Group FTSE Social Index Admiral | — | — | — | $1K | <0.1% | |
| Vanguard Group ST BD Index Admiral | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Admiral | — | — | — | $1K | <0.1% |
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